Is there a clean way (OOTB) to view actual labor and material costs associated to a Project by MONTH/PERIOD? I get that I can get much of this thru certain tabs of the Project Tracker (Revenue Recognition > Revenues) but I’d still have to group them manually or take them to Excel and massage the data. I want to say for x month show me all the actuals from y project, does that exist?
We don’t use Projects much at all. There’s a Project Status Report which allows you to select a date range. But I’m not sure if this covers what you’re looking for. I don’t have a project in our system to test it with.
Not that I have seen, but if anyone knows of a way to view monthly project breakdown I would like to know too
Certainly not OOTB. I look to the Project Build Analysis and would try to duplicate its process. I guess you could run it for a monthly period but I feel that’s not what you’re looking for. You will find most of the information in PartTran and LaborDtl, which both have a link back to the project phase and project. Others may have a better idea.