Project Variance screen

Use the Project Variance screen to create a report that shows the variance in estimated and posted costs and the variance in estimated and posted revenue. This report displays the Intercompany Setup screen for transactions. You can print or save this report. You can also drill down to the transaction detail for specific lines in the report. See Drill-Down Reports for general information.

For more information on running this report, see Run and Print Reports.

To open the Project Variance screen, go to Projects > Reports > Project Variance.

You can control the output of the Project Variance report by entering details in one or more of the following fields on the Options tab:

  • Select Format - Select Project Status Report to generate a Project Status report. Select Project Status By Cost Type Category to generate a Project Status report by cost type category. If you have modified the format and layout of this report on the Modify Reports screen, choose the version to be used for this report.
  • Report Through Date - Enter the end date for the report, select the date from a Date Picker, or select to enter a date formula. If you want to save the information in the date field when you save the report options, you must use a date formula. This field is required.
  • Company - Select one or more companies for the report. If no companies are selected, all companies appear in the report.
  • Division - Select one or more cost code divisions for the report. If no divisions are selected, all cost code divisions appear in the report.
  • Customer - Select one or more customers for the report. If no customers are selected, all customers appear in the report.
  • Project - Select one or more projects for the report. If no projects are selected, all projects appear in the report.
  • Project Status - Select the project status for the report. Select Both to show both active and inactive projects in the report.
  • Detailed/Summary - Select Detailed to show cost and budget data by project/cost code/cost type. Select Summary to show cost and budget data by project/cost code.
  • Include Zero Rows - Select No to hide cost codes with zero amounts in a detail report or projects with zero amounts in a summary report.
  • Include Pending COs in Contract Amount- Select the checkbox to include amounts from pending change orders in the calculated contract value. This affects the Contract Amount and Revenue Variance. Deselect the checkbox to include only amounts from approved change orders in the report.