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Send - Emails or forward the report to another user or contact.
Report Fields
- Project: Description of the project
- Code WBS, Project Task: Project tasks broken down by Work Breakdown Structure (WBS)
- The Item column displays all detailed subcomponents, materials, equipment, or activities associated with a project task, providing a granular view of their associated costs or revenues.
Quantity (Opening, For Period, Closing, Estimated, Pending) measures the physical progress of work.
Opening Balance - cumulative quantity completed up to the start of the period.
For Period - work done in the current reporting period.
Closing Balance - cumulative quantity completed to date (Opening + For Period).
Estimated - planned or target quantity for the task.
Pending - remaining quantity to be executed (Estimated - Closing).
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Example: Construction Scope estimated at 254,800, actual -6,370, equals -2.5% completion.
Filter
Period: Define the report’s start and end dates; only data within this range will be included.
Without templates: Excludes entries that are based on templates.
Show amounts: When enabled, displays amount columns and details; otherwise, only quantity columns are shown.
Entity: Optionally select specific entities, such as departments or companies.
Project: Restricts the report to the chosen projects.
Item: Optionally filter for particular items or subcomponents within a project.
