Summary

This report will print a list of tasks by project giving the Hours, Expense and Revenue amounts for each task.

Step by Step

1     Open the Task by Project window (PM> Reports> Task by Project).

2     Configure the report. 

• Select a range of projects in the Project From and Project To fields to filter the report by project.
  • Click the Projects field label to select the projects from a list.
  • You can view which project a task is attached to in the Task Maintenance window (PM> Maintenance> Task> Open a task> Project field).
• The Task field is used filter the report by a specific task.
• The Misc 1, 2 and 3 fields are user defined and inactive until configured. Set up these field values on the Miscellaneous Field Label Maintenance window (SS> Utilities> Miscellaneous Field Labels).
• Enter a Date range, Period range and Fiscal Year.
  • By default fiscal information will populate in the Period Range and Fiscal Year fields. Clear out the values in those fields if you do not want to filter the report by fiscal period and year.
• Use the LEMS fields to select the LEMS codes you would like to include on the report.
  • If you print the report in summary format, the selected LEMS codes will add columns on the report to display the selected LEMS code.
  • If you print the report in detail format, only the detail line items of the selected LEMS codes will display on the report. The summary at the end of each task and project will also only include LEMS codes that have been included in the report.
  • Check the Show all detail lines toggle to display all LEMS codes on the report. This option disables the individual LEMS filters.
• Select the desired Report Type.
  • The Summary report will display the Label, Code and Description for each task. The report will also provide a Total Amount.
  • The Detail report will display everything included in the Summary report as well as Date, Amount, ALFRE designation, LEMS code, System, Hours, Description, Reference Number/Name and Line Item Description.
• Configure how the report will be organized by selecting a Sort By value from the drop-down menu. The options in this menu are determined by the user defined miscellaneous labels.
• Check the Subtotal by Task Group toggle to include subtotals in the report.
• Check the Page break by Project Label toggle to begin a new page for each project label. While Project Label is the default, this toggle will change to reflect the sort method selected in the Sort By drop-down menu.
• Check the Print total Remaining LEMS toggle to add a column to the Summary report labeled Other that will display the total of all other LEMS codes that have not been included on the report. If you are printing the report in Detail format the total summary at the end of each task and project on the report will display a totals row labeled Other which will display a total of all LEMS codes not included on the report.
• Check the Include budgeted items with no history toggle to include budgeted tasks with no activity on the History tab (PM> Maintenance> Task> Open a task> History tab).
• Check the Show employee full name toggle to display both the employee's first and last name in the Reference field for any records in the detailed version of the report that include PR information.
  • When this toggle is not checked, only the employee's last name will be displayed on these records which can lead to confusion when agencies employ more than one person with the same last name.

3     Print the report.

• Click the Print icon to process the report immediately or enter a date and time in the field next to the Print icon to schedule the report to generate at a later time. You can view the progress of the report on the Job Viewer window (SS> Utilities> Show Scheduled Jobs).
  • Click the Print icon drop-down menu and select Print Preview to preview the report before printing.
  • Click the Print icon drop-down menu and select Excel to export the report data to an Excel spreadsheet as unformatted data.
  • Click the Print icon drop-down menu and select Excel (Formatted) to export the report data to an Excel spreadsheet that includes much of the Springbrook formatting found on the printed version of the report.
  • Once the report is generated, you can also display the report using the View Reports window (SS> Utilities> View Report).