Time Phased Report Overview

Use this report for detailed analysis of how data is spread within the control accounts and work packages and for reporting on hours and direct costs when you want to see the total hours and other selected results for each criteria selected. You can select criteria, results, and a number of cost sets. The totals for the results are repeated for each criteria. Each cost set appears in a row with its time phased data.

The report displays the control accounts coming from the sandbox project specific to the workflow. The sandbox includes the original cost set, which is determined by the selected cost set in the Cost Details on Form Tab of Workflow Type Configuration, as well as any change class data.  

If you select A New or Change Amount on the Change Details on Form Tab of Workflow Type Configuration, then a new cost set is created in the sandbox project called Total Change.  This cost set contains the classes in the original cost set plus the change class.  

Run a Time Phased Report from the Change Details View

In addition to running the Time Phased report from the Reports module, you can also run it from the Change Details view. This allows you to view changes before approving a change request. Click one of the following links for more information:

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).

Master Projects

For reports that support master projects, if you select a master project in Project Search (<Report> Search dialog box), when the report runs, data for all subprojects related to the selected master project displays on the report.

The cost sets that are used (displayed on the Table Columns tab of the Options dialog box) are from the master project. You don't need to define the cost sets in each subproject. When you run the report, only the classes in the master project for the cost sets you have selected will be retrieved from each subproject. For example, if you select a cost set on the Table Columns tab that includes a budget class, when you run the report, it only retrieves the budget class data from each subproject.

Reports using master projects use the master calendar.

To display the data by project, group by Project on the Sorting/Grouping tab.

Report Options

You can use the Options dialog box to customize the report. Click in the Options column to display the Time Phased 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)

Run a Time Phased report from Reports

Run a Time Phased report from the Change Details view

Set default options for the Change Details Time Phased report


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