Project Financial reports

The Project Manager Dashboard provides project-level financial reports. The dashboard displays reports only for the projects managed by a project manager.

To view different type of data, you can generate reports by grouping or by stacking. Each report has different filters for grouping and stacking. You can use a combination of Group by filters and Stack by filters to generate the reports.

Estimated Cost by Expense Type report

Provides information about estimated cost of projects by the expense types.
Filter Description
Expense type Displays estimated cost of projects grouped by the expense types.
Task Displays estimated cost of projects grouped by tasks.
Fiscal period Displays estimated cost of projects grouped by fiscal periods.

Estimated Cost by Cost Type report

Provides information about estimated cost of projects by the cost types.

Budget Allocation by Expense Type report

Provides information about budget allocation for projects by the expense types.

Filter Description
Expense type Displays budget allocation for projects grouped by expense types.
Task Displays budget allocation for projects grouped by tasks.
Fiscal period Displays budget allocation for projects grouped by fiscal periods.
Cost type Displays budget allocation for projects grouped by cost types.

Actual Cost by Expense Type report

Provides information about actual cost of projects by the expense types.

Filter Description
Expense type Displays actual cost of projects grouped by expense types.
Task Displays actual cost of projects grouped by tasks.
Fiscal period Displays actual cost of projects grouped by fiscal periods.
Cost type Displays actual cost of projects grouped by cost types.