- Page should contain 3 main paragraphs: Description (what is this report used for, which documents reflect report values(Project item pricing)), Structure, screenshot with data (what data it contains by lines and columns), Filters and parameters, screenshot with quick settings panel (what default settings are available under quick setting panel).While describing structure we need to describe each element in the report header.
Description
This report shows the applied prices for different expense types, such as inventory, services, manpower, and fixed assets, grouped by project. It displays the prices side by side for each project, making it easier to compare costs. If a project is not listed in the Project Item Pricing document, the report will show a "Common" column as the first column. These are default prices, and they will be used for any projects that don’t have their own specific pricing set.
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The data in this report is sourced from the Project Item Pricing document within the Project Costing module.
Structure
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Generate - Executes the report based on the selected filters or parameters.
Find- Allows users to search within the report for specific text or values.
Collapse/Expand Groups – Show or hide grouped sections in the report.
Print Button- Opens a print preview or directly sends the report to a printer.
Fit to Screen/Zoom Button- Adjusts the report layout to fit within the screen or zooms into specific areas.
Search Button (Magnifying Glass)- An alternate or advanced search tool for locating specific records or entries.
Edit Mode Button- Enables editing mode for the report or screen.
Save disk- Allows formatting or exporting options to be saved to the desk as per required formats such as to Excel or PDF.
Send- Used to email or forward the report directly to another user or contact.
Inventory Item: This section lists all materials, services, and manpower related to the projects. Items are grouped by resource type, with each item displayed under its category.
Project Columns: Each project appears as a separate column, showing the unit price or cost for each inventory item as it applies to that specific project.
Filters and Parameters
What data means
Allows you to filter the report by
The report allows users to filter data using default settings:
Period –
selectChoose a specific date range for the report.
Company –
chooseSelect one or more companies to include.
Specific Items –
filterFilter by
particularcertain inventory, service, or manpower items.
These filters help narrow down the data displayed in the main table for a more focused view.




