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Actuals by Transaction Type Portlet

The Actuals by Transaction Type portlet displays the actual cost totals organized by the transaction type. Transaction types include: equipment, expense, labor, and material. To view data in the portlet, first enter project transactions and post the transactions to WIP.

Quantity and cost amounts roll up in the hierarchy. The Totals for the portlet reflect the sum of the individual transactions.

The following fields display on the portlet:

Transaction/Resource/Date

Displays the transaction type, resource name, and transaction date.

Task

Displays the name of the task.

Quantity

Displays the transaction quantity.

Cost

Displays the transaction actual cost.

The portlet also has two placeholder columns that appear in the grid following the Transaction/Resource/Date column. These placeholder columns do not display any data unless the portlet is exported to Excel. If the portlet is exported to Excel, the resource name and transaction date display in the placeholder columns.