Reports Advanced Tab

Set whether or not cost on reports is calculated by Budget OH cost or Actual OH cost.

ClosedGetting Started
Who Can Use It? Where Is It?
  • User
  • Assistant project manager
  • Project manager
  • Director
  • Administrator
  • System Administrator
    		•

    Reports > Edit Report > Advanced tab

    Tip: Only those staff with access level of Director and System Administrator can see the Actual figures.

    Cost calculation

    BudgetClosedEach timesheet entry is costed based upon the Staff rate assigned to each person i.e. Director, less the profit margin to obtain a benchmark cost rate.  This cost is not a reflection on real staff overhead cost - that is done through Actuals.

    ActualsClosedEach timesheet entry is costed based upon the cost inclusive of overhead from the staff record. This is an all inclusive figure including super, annual extras, availability and OH.  Refer to staff for more information.

    ClosedExample

    Director staff rate sell value is $200.  The profit margin is set to 25%.  Therefore ALL Directors will have a benchmark OH cost of $160.  Therefore when BUDGET is selected in the reporting this is the figure calculated in the "COST" column.

    However, if we select the Actuals option, the "COST" column will now reflect an individuals OH cost figure. 

    Custom filter text

    Use custom text for the filter display on the report

    For each filter that is added to a report, it is then add to the print out of the report.  However this may end up being quite lengthy, so here you can type in your own description of the filters or remove them completely.

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