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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.Item- Column lists detailed components of each task

• Quantity (Opening, For Period, Closing, Estimated, Pending) measures the physical progress of work.

  1. Opening Balance - cumulative quantity completed up to the start of the period.

  2. For Period - Quantity of work done in the current reporting period.

  3. Closing Balance - cumulative quantity completed to date (Opening + For Period).

  4. Estimated - planned quantity for the task.

  5. Pending - remaining quantity to be executed (Estimated - Closing).

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• Amounts reflect the financial side of progress.

  1. Opening Balance - cumulative recognized amounts from prior periods.

  2. For Period - value recorded in the current reporting period.

  3. Closing Balance - cumulative recognized value (Opening Balance + Actual Amount (For Period)).

  4. Estimated - planned value for the task.

  5. Pending - balance not yet recognized (Estimated - Closing). 

• Amount Completion % shows progress in percentage termshow much of the work or revenue has been completed, expressed as a percentage.

  Formula

  :

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  Amount Completion % = (Closing Balance ÷ Estimated Amount) × 100

  Example-
  Closing Balance = 11,282.30
  Estimated Amount = 133,190.10
  Calculation- (11,282.30 ÷ 133,190.10) × 100 = 8.47%

  Meaning of Values-

  1. Positive % - Work progress has been made and recognized.

  2. 0% - no No progress has been recorded.

  3. Negative % - reversals Reversals or corrections reduce recognized revenue progress below zero.

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.

Project: - Restricts the report to the chosen projectsselected projects.

Item:- filter based on a specific item.

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