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Send - Emails or forward the report to another user or contact.
Report Fields
Project
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- Description of the project
Code WBS, Project Task
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- Project tasks broken down by Work Breakdown Structure (WBS)
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Item- Column lists detailed components of each task
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 - Quantity of work done in the current reporting period.
Closing Balance - cumulative quantity completed to date (Opening + For Period).
Estimated - planned quantity for the task.
Pending - remaining quantity to be executed (Estimated - Closing).
Amounts reflect the financial side of progress.
Opening Balance - cumulative recognized amounts from prior periods.
For Period - value recorded in the current reporting period.
Closing Balance - cumulative recognized value (Opening Balance + Actual Amount (For Period)).
Estimated - planned value for the task.
Pending - balance not yet recognized (Estimated - Closing).
Amount Completion % shows
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how 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-
Positive % - Work progress has been made and recognized.
0% -
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No progress has been recorded.
Negative % -
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Reversals or corrections reduce recognized
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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, such as departments or companies.
Project: - Restricts the report to the chosen projectsselected projects.
Item: Optionally filter for particular items or subcomponents within a project- filter based on a specific item.
