Costpoint Online Help

Using the Help Search
Using the Help Search
  • Phrase:Returns all topics that contain the exact phrase in the search criteria. Use quotation marks around the phrase.
    Ex."system administration"
  • And:Returns all topics that contain all the words in the search criteria, in any combination. Insert a plus sign between all words in the search criteria.
    Ex.system + administration
  • Or:Returns all topics with any combination of words in the search criteria. This is the default.
    Ex.system administration
For more information:Searching Online Help

Contents of the Projects Cost Screen

Use this screen to display a summary of cost, budget, and variance information for direct projects showing recent or future cost information.

Note: You must provide information for all enabled fields in order for the report to run as expected, else an error message displays.

Top Level

Select from the following top level report parameters.

Field Description
Report Type

Select the type of report you want to display. Choose from the following options:

  • Cost: Select this option to display summary cost information showing recent history.
  • Budget: Select this option to display summary budget information showing recent history.
  • Variance: Select this option to display summary variance information showing recent history. If you select this option, the Source column, which contains the budget type, version number, and version code of a budget/EAC, displays on the Burdened Cost, and All Periods subtask.

If you select Budget or Variance, only budget/EAC versions that are marked as final on the Project Budgets / EACs screen are included in the report.

Type

Select the type of cost you want to display.

Choose from the following options:

  • Staff Hours
  • Materials
  • Subcontracts
  • Travel
  • Consulting
  • Other Direct Cost
  • Summary
Include Inactive

Choose from the following options:

  • Project: Select this option to include inactive projects when the report is displayed.
  • Tasks: Select this option to include inactive tasks when the report is displayed.
Budget Type

If you selected the Budget or Variance report type, select one of the following from the drop-down list:

  • Budget: Select this option to display the latest budget information.
  • EAC: Select this option to display the latest EAC information.  
Note: EAC displays in the drop-down list only if an EAC exists for the project.
View Timing

If you selected a report type of Budget or Variance, select one of the following timing options:

  • Past: Select Past to display burdened cost breakdown category details for the last seven periods.
  • Future: Select Future to display burdened cost breakdown category details for the next seven periods.

Sub Reports

Select from the following sub report parameters.

Field Description
Level Down

Select this check box to display all subtasks.

Burned Cost

Select this check box to display combined burned cost details.

All Periods

Select this check box to display combined all period details

Subtasks

To display lower level details, choose from the following links:

  • Top Level: Click this link to display budget information for top level direct projects.
  • Level Down: Click this link to display summary budget information for sub-tasks at the next level down.
  • Burdened Cost: Click this link to display only the burdened cost breakdown category details. After the table opens, a link for the next level down displays. Thereafter, each table you open includes a link to the next level down.
  • All Periods: Click this link if you want the report to include all periods levels of detail.
Note: The only projects that display are those that have budgets and those to which you have access based on Org security and project reporting rights.