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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 and not from BusinessObjects InfoView.
Run this report to work with the following:
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 the relevant relative date from the drop-down list.
Indicates the OBS unit by which the report is filtered.
Indicates the managers whose projects require reporting.
Indicates the projects to generate the report.
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. Then, select the relative date from the drop-down list.
Indicates the transactions included in the report are 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
A calculated field. For more information, see the report SQL statement.
Displays the identification code for the transaction charge.
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).
A calculated field. For more information, see the report SQL statement.
Displays the name of the manager whose projects are being reported.
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 the total revenue and total cost of all transactions on the report.
Calculation: Revenue - Total Cost
A calculated field. For more information, see the report 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 in 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 in the report.
srm_resources.last_name
srm_resources.first_name
Displays the revenue generated by the transaction.
ppa_transcontrol.totalamount
ppa_wip.totalamount
Displays the project role a resource performs.
prteam.prroleid
Displays the total cost of the transaction in the detail section of the report. The total cost for all transactions listed on the report is displayed in the summary section.
ppa_wip_values.totalcost
ppa_transcontrol_values.totalcost
Displays the total hours charged for the transactions displayed on the report.
A calculated field. For more information, see the report SQL statement.
Displays the total revenue generated for the transactions included in 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 transaction date in the mm/dd/yyyy format.
cbk_scaled_gl_txns.transaction_date
Displays the amount of work in progress completed.
Calculation: (Total WIP - WIP Remain).
A calculated field. For more information, see the report SQL statement.
Displays the remaining work to perform on the transaction.
ppa_transcontrol.amountremaining
ppa_wip. amountremaining
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