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.

Audience

Project Manager

Accounting

Producing the report

From the > Reports menu, click Project > Commitment Management.

Report options

Option	Description
Company	Multi-company only. The report contains information for all companies in your organization, unless you select a specific company in this field.
Project	The report contains information for all projects unless you select a specific project in this field.

Customize options

Option	Description
Report title	You can change the title of the report.
Sort order	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.
Activity type to print	Displays information for expenses, consultants, or both.
Limit by	Only prints projects associated with the department, 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.
Project status	Prints all projects or projects of a specific status.
Print zero balance	If selected, items with a zero balance print on the report.
Use drilldown	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.
Print customize options on report	If selected, it prints a list of the report options that you select.

Report contents

Column

Description

Sort order selected

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

Description/Reference

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.

Status

The status of the project

Cost Budget

The amount you entered in the Cost column of your budget on the Manage tab

Cost Invoiced

The amount you entered in the Committed Cost Invoiced column on the Manage tab plus any vendor invoices against the budget item

Cost Remain

The difference between Cost Budget and Cost Invoiced

Cost Paid

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

Fee Budget

The amount you entered in the Contract column of your budget on the Manage tab

Fee Invoiced

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.

Fee Remain

The difference between the Fee Budget and the Fee Invoiced

Fee Rec’d

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

Blue amounts

Click a blue amount in the report to see the actual vendor or client invoice.