Responsibility Assignment Matrix Report Overview

This report displays costs at the intersection of two code fields, usually the Work Breakdown Structure (WBS) and the Organization Breakdown Structure (OBS). Other code fields may be used, depending on how the project is set up.

Location of Elements of Cost

This report uses the Element of Cost as a subtotal when resources are selected. The Location of Elements of Cost setting for the project is located in the Projects Form View on the General tab. Use this setting to specify whether the Element of Cost is defined at a level of the resource file or a code on the resource.

Tip: Using a code on the resource will improve the performance for generating this report.

Filtering the Data

You can specify either specific records or criteria when you define the filter that the system uses when creating the report. Click in the Selection column to display the Control Account Search Dialog Box.

For more information, see Modify Standard Reports and Specifying Criteria vs. Specific Records (Values).

Report Options

You can use the Options dialog box to customize the report. Click in the Options column to display the Responsibility Assignment Matrix Options dialog box which includes the following tabs:

All tabs on the Options dialog box share some common options and buttons.

Generate the Report

You can generate this report from the following areas:

What do you want to do?

Review the report procedures (use, modify, edit, format, sort, and archive reports)


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