Resource/Task inquiry

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A resource is an item that you add to your budget on the Manage tab in the Project Command Center. You use resources to enter and track a specific labor, expense, or consultant cost.

A task is work that needs to be performed. You add tasks to your schedule on the Manage tab in the Project Command Center, and use them to track the progress and scope of the project.

Use this inquiry to see information for your resources and tasks, such as project or phase ID and description, employee, activity, vendor, units/hours, and actual start and completion dates.

If needed, you can add predefined columns and view supplemental information. For example, you can view resource/task description, cost amount, fee amount, and estimated start and completion dates.

Using the inquiry

From the > Reports menu, click Standard Inquiries > Resource > Resource Task.

Audience

Accounting staff

Groups

This inquiry is grouped by Activity Type and Employee. You can always group or ungroup columns, as needed.

Standard columns

Column	Links to this inquiry	Description	Date range available
Project ID & Description	Project	The ID and description of the project associated with the resource/task
Phase ID & Description	Phase	The ID and description of the phase associated with the resource/task
Employee	Employee	The name of the employee assigned to the labor resource
Employee Type	Employee Type	The name of the employee type assigned to the labor resource
Activity Type	Activity	The name of the activity type assigned to the expense resource Examples: Labor, Expense, Consultant
Activity	Activity	The name of the activity associated with the expense resource
Vendor	Vendor	The name of the vendor assigned to the expense or consultant resource
Reference/Commitment #		A short description that further identifies the resource
Units/Hours		The number of units or hours assigned to the resource
Actual Start Date		The actual date when work for the resource/task begins
Actual Completion Date		The actual date when work for the resource/task is complete	x
Notes		Any notes about the resource or task
Defined links:
Task	Task	A link to the Task inquiry
Reported % Complete	Reported % Complete	A link to the Reported % Complete inquiry

Predefined columns

You can add predefined columns to this inquiry. Many columns are available, organized in these categories:

Project and phase
Resource/task
Activity, employee, and vendor
Amounts and rates
Dates
Miscellaneous

Column	Links to this inquiry	Description	Date range available
Project and phase:
Project Key	Project	The database identifier of the project associated with the resource/task
Project ID	Project	The ID of the project associated with the resource/task
Project Description	Project	The name of the project associated with the resource/task
Phase Key	Phase	The database identifier of the phase associated with the resource/tasks
Phase ID	Phase	The user-provided identifier of the phase associated with the resource/task
Phase Description	Phase	The name of the phase associated with the resource/task
Phase Order		The position of the phase associated with the task in the Project Command Center Example: You may sort the inquiry by phase order so it mirrors the order of the work breakdown structure in the Project Command Center.
Resource/task:
Resource Key		The database identifier of the resource
Order		The position of the resource on the Manage tab in the Project Command Center Example: You may sort the inquiry by resource order so it mirrors the order of the resources on the Manage tab.
Resource Type		The resource type assigned to the resource/task Examples: Resource, Task
Resource/Task Description		The name of the resource/task
Is Task		Indicates whether this is a task
Is Resource		Indicates whether this is a resource
Parent Resource Key		The database identifier of the parent resource
Activity, employee, and vendor:
Activity Key	Activity	The database identifier of the activity associated with the resource/task
Employee Type Key	Employee Type	The database identifier of the employee type associated with the resource/task
Employee Key	Employee	The database identifier of the employee associated with the resource/task
Vendor Type Key	Vendor Type	The database identifier of the vendor type associated with the resource/task
Vendor Type	Vendor Type	The vendor type associated with the resource/task
Vendor Key	Vendor	The database identifier of the vendor associated with the resource/task
Amounts and rates:
Cost Rate		The rate that reflects the actual cost of the resource/task without overhead or profit
Cost Amount		The amount paid to employees for work performed, or the out-of-pocket costs to the company for expenses and consultants, for the resource/task
Fee Rate		For billable billing types, the billing rate for the resource/task
Fee Amount		For billable billing types, the contract amount for the resource/task
Scheduled Hours	Resource	The number of hours in the future scheduled for the resource in Schedule Manager	x
Scheduled Dollars	Resource	The amount scheduled to date for the resource in Schedule Manager Ajera calculates the amount by multiplying the scheduled hours by the billing rate.	x
Markup Rate
Beginning Balance Cost Amount		The amount entered in the Committed Cost Invoiced column on the Manage tab of the Project Command Center for the expense or consultant resource
Beginning Balance Fee Amount		The amount entered in the Committed Contract Invoiced column on the Manage tab of the Project Command Center for the expense or consultant resource
Status		The status of the task, which is selected on the Manage tab of the Project Command Center Examples: In Progress, Not Started, Complete, Waiting, Deferred
Priority		The importance of the task Examples: High, Medium, Low
Dates:
Reported % Complete Date	Reported % Complete	The date when you report the percent of work that is complete for the resource/task
Estimated Start Date		The date when work is scheduled to begin for the resource/task	x
Estimated Completion Date		The date when work is scheduled to be complete for the resource/task	x
Miscellaneous:
Percent Distribution		The percent of the total hours/units, cost amount, or contract amount represented by the resource
Reported % Complete	Reported % Complete	The percent of a project or phase that is complete for the resource/task as reported on a specific date in the project lifecycle

Resource/Task inquiry

Using the inquiry

Audience

Groups

Standard columns

Defined links:

Predefined columns

Project and phase:

Resource/task:

Activity, employee, and vendor:

Amounts and rates:

Dates:

Miscellaneous: