Project Management Reports

You can run the following reports to help assess and manage your projects. Some reports are available only if you use Project Management while others are available for CRM tasks and Project Tasks.

Reports for Project Tasks:

• Earned Value by Project Report

• Utilization by Resource Reports

• Utilization by Project Reports

• Time Entry Exceptions Report

• Current Backlog By Resource Report

• Estimated Profitability by Project Report

Reports for Project Tasks and CRM Tasks:

• Time by Employee/Item/Customer Reports

  • Time by Employee Summary Report

  • Time by Employee Detail Report

  • Time by Customer Summary Report

  • Time by Customer Detail Report

  • Time by Item Summary Report

  • Time by Item Detail Report

• Actual Time Workbook

• Unbilled Cost by Customer Reports

  • Unbilled Cost by Customer Summary Report

  • Unbilled Cost by Customer Detail Report

• Unbilled Time by Customer Reports

  • Unbilled Time by Customer Summary Report

  • Unbilled Time by Customer Detail Report

Reports for Project Management and Charge-Based Billing

• Project Charges Forecast Report

Reports for Project Management and Resource Allocations

• Allocated Utilization by Project

• Allocated Utilization by Resource

• Allocated vs. Actual Hours by Resource Report

Reports for Job Costing and Project Budgeting:

• Project Budget vs. Actual Reports

• Project Task Budget vs. Actual Reports

• Project Profitability Report

• Advanced Project Profitability

• Project Profitability by Month Report

Note:

If your account has the SuiteAnalytics Connect feature enabled, you also can use external reporting tools such as Crystal Reports and Microsoft Excel to report on project tasks data. See SuiteAnalytics Connect Access to Project Tasks Data.

For quick access to project report information, add a snapshot for any Project Management reports to your dashboard. See Adding a Report Snapshot Portlet and Standard Report Snapshots Table.

General Notices