Project Cost History

Form ID: (PM706230)

This report displays the cost transactions for projects. For each project, documents are grouped by account group and cost code (if applicable) and listed by reference number. For each cost line, you can see the reference number of the related project transaction, as well as the transaction's billable quantity, unit cost, cost (transaction) amount. The report also shows the total cost amounts calculated for each cost code, account group, and project.

Note: The report shows the project transactions that the signed-in user has permissions to view.

See the following section for a description of each parameter on the Report Parameters tab of the report form. For more information about using other elements on the report form, see Reports.

Report Parameters

On the Report Parameters tab, use the following parameters to select the information to be displayed on the report:

  • Report Format: The format of the report to be displayed. Select one of the following options:
    • All Costs (default): To view both billable project transactions and non-billable project transactions summarized by cost codes and account groups. With this report format, you can view the unit cost calculated based on the total (billable and non-billable) quantity.
    • Only Billable Costs: To view billable project transactions only. With this report format, you can view the unit cost calculated based on the billable quantity.
  • Project: The project for which the history of cost transactions will be displayed. Select the project whose history you want to view, or leave the box blank to view information about all projects.
  • Account Group: The account group for which the history of cost transactions will be displayed. Select the account group whose history you want to view, or leave the box blank to view information for all account groups.
  • Cost Code: The cost code for which the history of cost transactions will be displayed. Select the cost code whose history you want to view, or leave the box blank to view information for all cost codes.

    This box appears on the form only if the Cost Codes feature is enabled on the Enable/Disable Features (CS100000) form.

  • Include Unreleased Project Transactions: A check box that you select to include unreleased transactions in the generated report.
    Note: In the generated report, the report values that include unreleased project transactions are marked with an asterisk (*).
  • Summarize Labor: A check box that you select if you want the report to show a summary for lines of the Labor type for a particular date for each cost code (if applicable) or account group.