Costpoint Online Help

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Project Status Report

The Project Status Report displays revenue, direct costs (labor and non-labor), indirect costs, and profitability by project.

This report allows the user to select any level of the project, account, and organization to be displayed.

Drill-through links provide more transactional detail for labor and non-labor charges, including voucher, purchase order, and requisition information. This drill-through to transactional detail applies to transactions in the current period only. Commitment detail can also be accessed from a drill-through link in this report.

This report enables you to link to the following information to drill through to more detail, as indicated in this table.

Name of Report That Opens (Drills Through) From the Project Status Report

How to Open this Report

General Ledger Detail

This report displays when you click the ODC account name. This will drill through to current period information only.

Voucher Detail

This report displays when you click the voucher number from the General Ledger Detail report.

Check Detail

This report displays when you click a voucher number from the Voucher Detail report.

Labor Detail

This report displays when you click the labor account name.

Organization List

This report displays when you click the project’s owning organization.

Project Master Report

This report displays when you click the project ID or project name.

Purchase Orders

This report displays when you click the total commitments column.

Note: For those using the alternate project option in the Cognos reports, it is important to understand that the Framework Manager model and Project Status Report were developed assuming that the option in Costpoint to include lower-level projects is set to No.

When this option is set to Yes, amounts in Costpoint roll up from the child project up to the parent project that is linked to the alternate project before the amounts roll up again to the reporting level of the alternate project. Since the Framework Manager models and the Project Status Report were developed with the assumption that this option is set to No, if you have linked projects, this double rollup of amounts does not pass through to the Project Status Report.

You determine whether or not to include lower-level projects from the Manage Alternate Projects screen in Costpoint.

Note: The Project Status Report retrieves data from a database table designed to provide a snapshot of results for a particular point in time, while the General Ledger Detail report retrieves data from a database table designed to provide real-time, up to the minute results. Because of this, when you drill through from the Project Status Report to the General Ledger Detail report, some results may vary.

To generate updated results, you can refresh the reporting tables before you run the report.

When you include the columns that pertain to prior year, those columns may display zero values on the report. This happens when there is no adjustment period for that prior year, thus, the report displays no values. To fix this, you need to open Costpoint and add a corresponding adjustment period in that prior year and update the reporting tables.