Create Top Level Cost Reports

To create top level cost reports, complete the following steps:

  1. From the Budgeting & Planning user interface, click Projects, and then click the Cost Analysis module.

  2. In the Reports & Actions menu, click Direct Projects Cost Cats (C.P.T.1).

The Direct Projects Cost Cats. screen displays the project's fully burdened cost broken out by raw cost elements.

cost_reporting_cpt1.jpg

Click an underlined header in the report to sort the information based on that header.

  1. Click a project number in the first column of the report to see a level down cost history by category.

For example, if you click 1008 in the top level report, the following screen displays.

cost_reporting_cpl1.jpg

Click redbutton.gif next to a project number in the top level report to create a report that shows the burdened cost. The burdened cost will be shown at the top level only.

  1. Click redbutton_whitebackgrnd.gif next to a Subproject ID number in the level down report to see an Active Level burdened cost report for that particular subproject at that level.

For example, if you click redbutton_whitebackgrnd.gif for 001, the following screen displays.

cost_reporting_cpa3.jpg

Click the + icons to drill down even further.

  1. Click Close to close the reports.

  2. From the Reports & Actions menu, click Direct Projects Cost Hist. (C.P.T.3).

The Direct Projects Cost Hist. screen displays the project's fully burdened cost by the periods of performance established for the project.

cost_reporting_cpt3.jpg

Click an underlined header in the report to sort the information based on that header.

  1. Select a cost category from the drop-down menu at the top right of the report. The report regenerates to display the fully burdened cost for the chosen category for all top level projects.

The choices are:

  1. Click a project number in the first column of the report to see a level down cost history.

For example, if you click 1008, the following screen displays.

cost_reporting_cpl2.jpg

Click redbutton.gif next to a project number in the top level report to create a report showing the burdened cost at the top level only.

  1. Click redbutton_whitebackgrnd.gif next to a Subproject ID number to see an active level burdened cost report for that particular subproject.

For example, if you click redbutton_whitebackgrnd.gif for 001, the following screen displays.

cost_reporting_cpa3_activelevel.jpg

Click the + icons to drill down even further.