This report provides a list of the detailed posted or unposted financial transactions for a project over a specified date range. For example, you can view the following:
This report can be run only from CA Clarity PPM. It cannot be run from BusinessObjects InfoView.
Run this report if you work with the following:
Note: See the Project Management User Guide for more information.
Note: See the Financial Management User Guide for more information.
Note: See the IT Service Management User Guide for more information.
Note: See the Demand Management User Guide for more information.
Note: See the Portfolio Management User Guide for more information.
Note: See the Project Management User Guide for more information.
Defines the end date of the report. To select a specific end date, select the Specific Date option and type a date in the text field in the mm/dd/yyyy format or click the Date Picker to select a day from the calendar that displays. To select a relative date, select the Relative Date option and select the relative date that applies from the drop-down list for the field.
Indicates the OBS unit by which the report is filtered.
Indicates the manager or managers whose projects are to appear on the report.
Indicates the project or projects on which data is reported.
Defines the start date of the report. To select a specific day, select the Specific Date option and type a date in the text field in the mm/dd/yyyy format or click the Date Picker to select a day from the calendar that displays. To select a relative date such as Start of Next Month, select the Relative Date option and select the relative date that applies from the drop-down list for the field.
Indicates whether the transactions to be included on the report should be active or inactive.
Displays the total amount billed to the project.
nbi_project_current_facts.act_billing
Displays the project approver.
pac_mnt_projects.resourcecode
Displays when the project was approved.
pac_mnt_projects.approvedatetime
Displays the billing rate for the transaction.
Calculation: Quantity/Revenue
This is a calculated field. For more information, see the report's SQL statement.
Displays the identification code that the transaction was charged against.
ppa_wip.charge_code
ppa_transcontrol.charge_code
Displays the chargeable hours for the project.
ppa_wip.chargeable (= 1)
ppa_transcontrol.chargeable (= 1)
Displays the name of the company whose transactions are being reported.
nbi_project_current_facts.customer
Displays the amount of the contract.
nbi_project_current_facts.contractamount
Displays the date the contract started.
nbi_project_current_facts.contract_date
Displays the identifier of a contract associated with a project.
nbi_project_current_facts.contract_number
Displays the remaining amount of the contract.
Calculation: (Contract Amount - Amount Billed).
This is a calculated field. For more information, see the report's SQL statement.
Displays the name of the manager whose projects are being reported on.
nbi_project_current_facts.manager_last_name
nbi_project_current_facts.manager_first_name
Displays the difference between revenue and total cost of the transaction at the detail level. At the summary level, indicates the difference between total revenue and total cost of all transactions on the report.
Calculation: Revenue - Total Cost
This is a calculated field. For more information, see the report's SQL statement.
Displays the nonchargeable hours for the project.
ppa_transcontrol.chargeable (<> 1)
ppa_wip.chargeable (<> 1)
Displays the project identifier of the project whose transactions are included on the report.
nbi_project_current_facts.project_id
Displays whether the project is active or inactive.
nbi_project_current_facts.fm_status
Displays the number of units of labor or other items within the activity in this transaction.
ppa_wip.quantity
ppa_transcontrol.quantity
Displays the resource associated with charges at the detailed level of the report.
ppa_transcontrol.resource_code
ppa_wip.resource_code
Displays the revenue generated by the transaction.
ppa_transcontrol.totalamount
ppa_wip.totalamount
Displays the project role a resource performs.
prteam.prroleid
Displays in the detail section of the report the total cost of the transaction. In the summary section, it displays the total cost for all transactions listed on the report.
ppa_wip_values.totalcost
ppa_transcontrol_values.totalcost
Displays the total hours charged for the transactions included on the report.
This is a calculated field. For more information, see the report's SQL statement.
Displays the total revenue generated for the transactions included on the report.
ppa_transcontrol.totalamount
ppa_wip.totalamount
Displays the total work in progress for the project.
ppa_transcontrol.totalamount
ppa_wip.totalamount
Displays the date the transaction listed occurred in mm/dd/yyyy format.
ppa_wip.transdate
ppa_transcontrol.transdate
Displays the amount of work in progress that has been completed.
Calculation: (Total WIP - WIP Remain).
This is a calculated field. For more information, see the report's SQL statement.
Displays the remaining work to be done on the transaction.
ppa_transcontrol.amountremaining
ppa_wip. amountremaining
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