Commitment Management report
unavailable in ajeraCore unless you have the Consultant Management add-on
Use this report to compare consultant and expense budgets to the amount
that has been invoiced and paid. You can drill down in the report to see
vendor and client invoices, payments, and receipts for a given budget
item.
| Note: |
- The amounts on this report
do not include beginning balance entries.
- Amounts that you entered
in the Committed Cost Invoiced and Committed Contract Invoiced fields
on the Manage tab are included
in the Paid and Received (Rec’d) amounts on the report.
| Note: |
Committed Cost Invoiced and Committed Contract Invoiced are optional columns that can be added on the Manage tab. |
- For fee-based projects,
the Fee Invoiced and Received (Rec’d) amounts are a percent of the consultant
or expense billed amount. The percent is based on the consultant or expense
contract amount on the phase divided by the contract budget amount on
the consultant or expense budget items. For the calculations to be correct,
the total of the budget items must equal the contract amount on the phase.
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Audience
Project Manager
Accounting
Producing the report
From the Reports
menu, click Project > Commitment
Management.
Report options
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Company
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Multi-company only. The report contains information for all companies in your organization, unless you select
a specific company in this field.
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Project
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The report contains information for all projects unless you select a specific project in this field.
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Customize options
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Report title
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You can change the title of the report.
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Sort order
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Sorts the report by project manager, principal-in-charge, billing manager,
project, project type, vendor type, client, vendor, or department. If you use multi-company, you can also sort by company.
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Activity type to print
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Displays information for expenses, consultants, or both.
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Limit by
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Only prints projects associated with the project manager or principal-in-charge
who is producing the report. You can print all projects on the report
by selecting No limit. If you use multi-company, you can also limit by company.
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Project status
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Prints all projects or projects of a specific status.
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Print zero balance
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If selected, items with a zero balance print on the report.
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Use drilldown
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If selected, you can drill down to further detail on the report. If
cleared, all information, including the lowest level of detail, prints
on the report.
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Print customize options on report
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If selected, it prints a list of the report options that you select.
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Report contents
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Sort order selected
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Project manager, principal in charge, billing manager, project ID, project
type, vendor type, client, vendor, or department, depending on the sort
order selected in the Customize window
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Description/Reference
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The name of the project and its components. Appears as a column if the
sort order is Project; for all other sort orders, you can view the description/reference
by clicking the plus (+) sign.
When drilling down, this column also lists the following: consultant
or expense vendor, budget reference, activity type (E for expense; C for
consultant), and phases.
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Status
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The status of the project
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Cost Budget
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The amount you entered in the Cost column
of your budget on the Manage tab
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Cost Invoiced
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The amount you entered in the Committed
Cost Invoiced column on the Manage
tab plus any vendor invoices against the budget item
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Cost Remain
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The difference between Cost Budget and
Cost Invoiced
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Cost Paid
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The amount you entered in the Committed
Cost Invoiced column on the Manage
tab plus any vendor invoices paid that were assigned to a given budget
item
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Fee Budget
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The amount you entered in the Contract
column of your budget on the Manage
tab
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Fee Invoiced
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The amount you entered in the Committed
Contract Invoiced column on the Manage
tab plus any client invoices against this budget item
| Note: |
Committed Cost Invoiced and Committed Contract Invoiced are optional columns that can be added on the Manage tab. |
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Fee Remain
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The difference between the Fee Budget and the Fee Invoiced
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Fee Rec’d
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The amount you entered in the Committed Contract Invoiced column on
the Manage tab plus any cash receipts
that were applied to invoices assigned to this budget item
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Blue amounts
Click a blue amount in the report to see the actual vendor or client
invoice.
See also
Producing reports
Using the reports toolbar
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