Project Level

Select the project level at which you want to generate the report. The report rolls up all data to that level.

Limit Project(s)

Use this option to limit the report to selected projects. (If you make no selections, the report includes all projects.)

In Keywords, enter one or more characters for which you want to search to retrieve projects. The list displays values as a combination of ID and name, so you can search by ID or by name. To enter more than one search string, separate them with spaces.

To narrow the search, select an option in the Starts with any of these keywords field. If you search by name, use one of the Contains... options, rather than the Starts with... options. If applicable, click the right-arrow to move your selected results to Choices.

Select the projects in the results that you want to include and click the arrow to move them to Choices. To select multiple projects that are together in the list, click the first project in the group and then press SHIFT as you click the last one in the group. To select multiple projects that are not listed together, press CTRL as you click each one.

When you generate the report, it includes only records for the projects in Choices.

Organization Type

Select the organization type that you want to include in the report. Valid options are:

• Owning Organization
• Performing Organization

Organization Level

Select the Organization level at which you want to generate the report.

Limit Organization(s)

Use this option to limit the report to selected organizations. (If you make no selections, the report includes all organizations.)

In Keywords, enter one or more characters for which you want to search to retrieve organizations. The list displays values as a combination of ID and name, so you can search by ID or by name. To enter more than one search string, separate them with spaces.

To narrow the search, select an option in the Starts with any of these keywords field. If you search by name, use one of the Contains... options, rather than the Starts with... options. If applicable, click the right-arrow to move your selected results to Choices.

Select the organizations in Results that you want to include and click Insert to move them to Choices. To select multiple organizations that are together in the list, click the first organization in the group and then press SHIFT as you click the last one in the group. To select multiple organizations that are not listed together, press CTRL as you click each one.

When you generate the report, it includes only records for the organizations in Choices.

Limit Project Manager(s)

Use this option to limit the report to selected project managers. (If you make no selections, the report includes all project managers.)

In Keywords, enter one or more characters for which you want to search to retrieve project managers. The list displays values as a combination of ID and name, so you can search by ID or by name. To enter more than one search string, separate them with spaces.

To narrow the search, select an option in the Starts with any of these keywords field. If you search by name, use one of the Contains... options, rather than the Starts with... options. If applicable, click the right-arrow to move your selected results to Choices.

Select the project managers in Results that you want to include and click Insert to move them to Choices. To select multiple project managers that are together in the list, click the first project manager in the group and then press SHIFT as you click the last one in the group. To select multiple project managers that are not listed together, press CTRL as you click each one.

When you generate the report, it includes only records for the project managers in Choices.