Project Earnings Report
Use the Project Earnings report to review comprehensive financial data for a given project, phase, or task. This report allows you to view cost and billing amounts side-by-side.
Select the Source of Budget Data
Use the options under Budget Detail on the Options tab for the report to select the source of the project budget data for the report:
- Project budget entered on the Budget form
- Project plan entered on the Plan form
Effective Dates
Billing includes the option to specify effective dates for billing rates. You can establish a schedule of rates at which employee labor is billed throughout the course of a project.
If a project's billing rate is determined by a billing labor rate table, the date of the transaction affects the billing rate. This applies to transactions entered through Transaction Entry, using a Billing Labor Insert, or using a Billing Labor Transfer. Vantagepoint compares the transaction date with the effective dates in the billing labor rate table to determine which billing rate to use to calculate the billing amount.
Improve Performance with the Use Summary Table Option
Calculations performed for this report place high demands on processor resources. In some cases, it can take a long time to generate the report for large databases. To minimize the time that it takes to generate the report, first run the Refresh Summary Tables utility and then select the Use Summary Table option on the Options tab for this report.
Multiple Currencies
If you use multiple currencies, a report may display amounts in different currencies. If the report contains a total for a column that contains mixed currencies, that total displays as ####, rather than as an actual amount. If you generate a report with a mix of currencies, you can include currency symbols or codes to identify the currency for each amount.
For more direct comparison of amounts, you can select a presentation currency for the report so that all amounts display in a single currency. To do this, set the appropriate Report In option to Presentation Currency on the Options tab for the report and specify the currency and the date for determining exchange rates.
- Related Topics:
- Project Earnings Columns & Groups Tab
Use the Columns & Groups tab to organize and group data on the report and to select the columns to display on your report. - Project Earnings Options Tab
Use this tab to specify a variety of options that you want to use for this report. Use reporting amounts to specify the currency for the report. - Project Earnings Chart Tab
Use the Chart tab to choose the type of chart to be displayed on your report. - Project Earnings Layout Tab
Use the Layout tab to choose the types of formatting properties and visual characteristics to be displayed on your report. - Columns for Project Earnings Report
You can select the columns to display on your report.