Project Detail (Inquiry)

Additional Information

The Project Detail Inquiry allows you to view detail transactions posted to projects, which includes information such as labor hours, cost, and effort and expense and unit cost and effort by project and task.

Restrictions

The inquiry includes the following default restrictions:

	Restriction	Description
	From Posting Date	Enter or select a posting date. This is the first date in the date range to include items. This field defaults to the current posting period.
	To Posting Date	Enter or select a posting date. This is the last date in the date range to include items. This field defaults to the current posting period.
	From Transaction Date	Enter or select a transaction date. It is the first date in the date range to include items. This is an additional date used to further refine results returned from the Posting Date range.
	To Transaction Date	Enter or select a transaction date. It is the last date in the date range to include items. This is an additional date used to further refine results returned from the Posting Date range.
	Currency Type	Enter or select the type of currency to display on the inquiry. This field defaults to Project Currency, but available options include Base Currency, Company Currency, and Project Currency.
	Project Status	Select a status. This limits the inquiry results to projects with the selected status.
	Project	Enter or select a specific project. This limits the inquiry results to details about this project only.
	Transaction Status	Enter or select the status of transactions to be returned. This field defaults to Posted Transactions, but available options include Pending Transactions and Both (blank).

For a list of the optional restrictions, see Project Detail Inquiry Optional Restrictions.

The following optional restrictions are available:

Account
Activity Type
Billable
Biller
Chargeable
Currency
Document Suffix
Document Type
Employee
Employee Category
Employee Discipline
Employee Type
EVC Type
Fee Type
Home Company
Home Organization
Hours Type
Labor / Expense
Organization Map
Organization Map Level
Organization Posting Source
Project Administrator
Project Business Unit

Project Client
Project Client Parent
Project Company
Project Contract
Project Director
Project Manager
Project Market Segment
Project Organization
Project Owner
Project Owner Parent
Project Primary Location City
Project Primary Location Country
Project Primary Location State / Province
Project Service Line
Project Work Type
Task
Task Company
Task Manager
Task Organization
Transaction Location
Vendor
Working Organization

Results

The inquiry contains a single level of project detail information, which includes Project Code, Project Name, Task Code, Task Name, EVC Type, Employee / Vendor / Client Code, Employee / Vendor / Client Name, Posting Date, Transaction Date, Document Number, Cost, Effort, Quantity, Working Organization Code, Working Organization Name, Billable, and Unit Name. Optional Project Detail Columns.

For an explanation of each of the results columns see Project Detail Results.

The following optional columns of information are available:

Account Code
Account Name
Activity Type Code
Activity Type Name
Adjusted Effort’
Bill Term Code
Bill Term Name
Biller Code
Biller Name
Chargeable
Cost Basis
Cost Rate
Cost Rate Override
Currency Code
Document Date
Document Suffix
Document Type
Effective Bill Cost
Effective Bill Cost Rate
Effort Basis
Effort Multiplier
Effort Rate
Employee Category Code
Employee Category Name
Employee Discipline Code
Employee Discipline Name
Employee Type
Equipment Code
Equipment Name
Equipment Type Code
Equipment Type Name
External Reference Date
External Reference Number
Fee Type Code
Fee Type Name
Home Company Code
Home Company Name
Home Organization Code
Home Organization Name
Hours Type Code
Hours Type Name
Labor / Expense
Labor Bill Class Code
Labor Bill Class Name
Organization Map Level 2-6 Name(s)
Overtime
Project Administrator Code
Project Administrator Name
Project Business Unit Code
Project Business Unit Name
Project Client Code
Project Client Name
Project Client Parent Code
Project Client Parent Name
Project Company Code
Project Company Name
Project Contract Code
Project Contract Name
Project Description
Project Director Code
Project Director Name

Project Manager Code
Project Manager Name
Project Market Segment Code
Project Market Segment Name
Project Organization Code
Project Organization Name
Project Owner Code
Project Owner Name
Project Owner Parent Code
Project Owner Parent Name
Project Primary Location City
Project Primary Location Country Code
Project Primary Location Country Name
Project Primary Location Name
Project Primary Location State / Province Code
Project Primary Location State / Province Name
Project Primary Location Zip / Postal Code
Project Service Line Code
Project Service Line Name
Project Status
Project Work Type Code
Project Work Type Name
Regular Bill Cost Rate
Task Business Unit Code
Task Business Unit Name
Task Company Code
Task Company Name
Task Hierarchy Code
Task Location Code
Task Location Name
Task Manager Code
Task Manager Name
Task Market Segment Code
Task Market Segment Name
Task Organization Code
Task Organization Name
Task Service Line Code
Task Service Line Name
Task Status
Task Work Type Code
Task Work Type Name
Transaction Location City
Transaction Location Country Code
Transaction Location Country Name
Transaction Location Name
Transaction Location State / Province Code
Transaction Location State / Province Name
Transaction Status
Unbilled Cost
Unbilled Effort
Unbilled Quantity
Unit Code
Unit Measure Code
Unit Measure Name
Unit Type Code
Unit Type Name
Working Company Code
Working Company Name
Write-off Cost
Write-off Effort
Write-off Quantity