Deltek GCS Premier® Project Management Reporting 6.0

Deltek GCS Premier® Project Management Reporting 6.0 General Availability PM Reporting Guide

May 20, 2011

13880 Dulles Corner Lane

Herndon VA 20171

TEL: 703.734.8606

FAX: 703.734.1146

PM Reporting Guide

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While Deltek has attempted to verify that the information in this document is accurate and complete, some typographical or technical errors may exist. The recipient of this document is solely responsible for all decisions relating to or use of the information provided herein.

The information contained in this publication is effective as of the publication date below and is subject to change without notice.

This publication contains proprietary information that is protected by copyright. All rights are reserved. No part of this document may be reproduced or transmitted in any form or by any means, electronic or mechanical, or translated into another language, without the prior written consent of Deltek, Inc.

This edition published May 2011.

© 2011 Deltek, Inc.

Deltek’s software is also protected by copyright law and constitutes valuable confidential and proprietary information of Deltek, Inc. and its licensors. The Deltek software, and all related documentation, is provided for use only in accordance with the terms of the license agreement. Unauthorized reproduction or distribution of the program or any portion thereof could result in severe civil or criminal penalties.

All trademarks are the property of their respective owners.

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Contents Overview .......................................................................................................................................... 1

If You Need Assistance ................................................................................................................... 2

Customer Services ...................................................................................................................... 2

Customer Care Connect Site ...................................................................................................... 2

Additional Documentation ........................................................................................................... 3

About Running Reports ................................................................................................................... 4

Top Level Reports ........................................................................................................................... 7

Direct Project Cost Categories Report ........................................................................................ 7

Direct Projects Cost History Report .......................................................................................... 10

Labor Hours Analysis Report .................................................................................................... 13

Labor Cost Analysis Report ...................................................................................................... 15

Level Down Reports ...................................................................................................................... 17

Projects Cost Categories Report ............................................................................................... 17

Projects Cost History Report ..................................................................................................... 21

Active Level Reports ...................................................................................................................... 24

Hours Breakdown Report .......................................................................................................... 25

Raw Cost Breakdown Report ................................................................................................... 27

Burdened Cost Breakdown Report ........................................................................................... 29

All Cost Breakdown Report ....................................................................................................... 31

Transaction Analysis Report ..................................................................................................... 33

Billing Profile Report .................................................................................................................. 35

Project Cost Chart ..................................................................................................................... 37

TM Billable Revenue Breakdown Report .................................................................................. 38

TM Labor Analysis Report ......................................................................................................... 40

Time Collection Hours—Weekly Report.................................................................................... 42

Time Collection Cost (Estimated) Report .................................................................................. 44

Time Collection Hours—Date Range Report ............................................................................ 46

Supplemental Reports ................................................................................................................... 48

Job Summary Report ................................................................................................................ 48

Time Collection Hours Report ................................................................................................... 54

Time Collection Cost (Estimated) Report .................................................................................. 55

Contents

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PM Reporting Guide

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Overview The Deltek GCS Premier® Project Management Reporting Edition (PM Reporting) is a Web-based solution designed specifically for project oriented businesses and government contractors. It works seamlessly with GCS Premier, and provides comprehensive cost reporting in a single application.

With PM Reporting, project managers have all the details of project staff and vendor resource consumption to make real time decisions and successfully manage their projects. Summary reports include dynamic links providing access to project cost information using a hunt and drill approach that exposes expenditure details up and down the project structure. The active level reports deploy drill down capabilities that uncover the hours, raw cost, burden and revenue details by resource over the entire period of performance.

As a project manager, you have been established as an authority over what must be accomplished on behalf of the customer, who will be participating in the effort, how much time is allowed, and what funds will be consumed during the process. Tracking these details throughout the project/task hierarchy allows you to go right to the source of performance problems and provide the details necessary to prescribe any corrective actions.

This Reporting Guide describes each of the cost reports that are accessible to PM Reporting users, where they’re located, and what information they provide. It also describes the reports found in the Supplemental Reports module.

If You Need Assistance

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If You Need Assistance If you need assistance installing, implementing, or using PM Reporting, Deltek has extensive information, resources, and consulting expertise readily available to you.

Customer Services For over 20 years, Deltek has maintained close relationships with client firms, helping with their problems, listening to their needs, and getting to know their individual business environments. A full range of customer services has grown out of this close contact, including the following:

Extensive self-support options through the Customer Care Connect Web portal.

Phone and email support from Customer Care analysts

Technical services

Consulting services

Custom programming

Classroom, on-site, and Web-based training

Find out more about these and other services from the Customer Care Connect site.

Customer Care Connect Site The Deltek Customer Care Connect site is a support Web portal for Deltek customers who purchase an Ongoing Support Plan (OSP).

The following are some of the many options you have at the Customer Care Connect site:

Download the latest versions of your Deltek products

Search Deltek’s knowledge base

Ask questions, exchange ideas, and share knowledge with other Deltek customers through the Deltek Connect Customer Forums

Display or download product information, such as release notes, user guides, technical information, and white papers

Submit a support case and check on its progress

Transfer requested files to a Customer Care analyst

Use Quick Chat to submit a question to a Customer Care analyst online

Subscribe to Deltek communications about your Deltek products and services

Receive alerts of new Deltek releases and hot fixes

If you need assistance using the Customer Care Connect site, the online help available on the site provides answers for most questions

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Access Customer Care Connect

To access the Customer Care Connect site, complete the following steps:

1. Go to https://deltek.custhelp.com.

2. Enter your Customer Care Connect Username and Password.

3. Click Log In.

If you do not have a username and password for the Customer Care Connect site, contact your firm’s GCS Premier Budgeting & Planning Project Management Reporting Edition Administrator.

If you forget your username or password, you can click the Account Assistance button on the login screen for help.

Additional Documentation The following table lists the additional Deltek documentation available for this release. Except where noted, all the user guides and quick reference guides listed in this table are available for download from the Deltek Customer Care Connect site.

Document Name Description

GCS Premier Project Management Reporting Edition Getting Started Guide

This guide explains how to navigate in the product and open the various reports. It also provides administrative guidance and post-installation instructions.

Deltek GCS Premier Project Management Reporting General Availability Installation Guide

This guide provides step-by-step guidance in how to install the product.

Deltek GCS Premier Project Management Reporting General Availability Release Notes

These notes document all enhancements and defects.

https://deltek.custhelp.com/�

About Running Reports

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About Running Reports Select a report in the Reports & Actions menu.

A brief description appears as your cursor hovers over a report name.

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The coding associated with each report name is a key as to where you are within PM Reporting.

After navigating to the project of interest, click a title to open a report.

To export a report to Excel, click the Excel icon.

To print the report, click the Print button.

To close the report, click the Close button.

About Running Reports

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The contract/project information field gives pertinent information about the contract or project highlighted in the project navigation list boxes.

The information is coming from Contract Master.

It also lets you know if a budget exists at a particular level of the project segment.

The budgeting tool is available in the Deltek Budgeting & Planning product.

PM Reporting is a scaled-down version of Budget & Planning, which offers a variety of tools for full scale project budgeting and planning and additional reporting capabilities. Future releases will offer you the ability to directly upgrade from PM Reporting to the full version of Budgeting & Planning. Contact your account manager for more information.

Funding details are provided if available.PM Reporting has a configuration switch that

controls whether or not the funding entered in GCS Premier at the rollup contract is used as the total funding and value in PM Reporting.

If this setting is set to Y, then the funding at the rollup contract in GCS is used as the funding for the top project segment funding in PM Reporting. That funding may then be different than the sum of the funding assigned to all of the tasks that rollup into that top project segment.

If this setting is set to N, PM Reporting ignores the funding assigned in GCS at the rollup contract level and will instead add up the funding assigned to each of the tasks and use that as the top project segment funding in PM Reporting.

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Top Level Reports These top level reports provide summary information at the top level of the project structure, regardless of what project segments are in the project ID field or highlighted in the project navigation list boxes.

The project IDs are projects you have rights to see based on your security organization/division level.

Direct Project Cost Categories Report

This report shows each project’s fully burdened costs broken out by raw cost element.

It also shows what remaining funding exists for each project.

Top Level Reports

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The Project ID numbers, Project Titles, Start and End dates, as well as the Project Manager

information, are pulled in from the Contract Master in GCS.

If no project manager names appear in the report, your super administrator should run the MAP7 Maintain Project MGR/Employee Reference function to map the employee name assigned to the project in Contract Master to the employee ID that is used by PM Reporting to keep track of project managers. If GCSP has more than one version of an individual project name in Contract Master, they must all be mapped to the proper employee ID in MAP7.

Column Headings Description

Proj ID# This displays all the Proj ID numbers that the user is allowed to see based on the user’s security org ID.

Project Title, Start/End Dates This information is brought in from Contract Master.

Project Mgr The names are brought in from the Project Manager field in Contract Master.

Funding This amount displays at the top project segment.

Remaining

A red number is a negative number and flags an overrun. If funding occurs at a lower level, navigate to that level to determine if it is positive or negative.

ITD Cost This column displays cost from the date the project started to the date the report is run.

Commit The numbers in this column reflect unposted labor and the unfulfilled amounts from open purchase orders.

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Labor, Materials, Subcontractors, Material Handling Other, Travel, Consultants, Other Direct Costs

This column displays the cost categories.

Click a project ID of interest to open a Level Down Project Cost Category Report at the top level of the selected project.

Click a subproject ID of interest in the Level Down report to open another Level Down Project Cost Category Report at the next level (segment) of the project/task ID.

Click the red dot in any Top Level or Level Down report to open a Burdened Cost Breakdown Report at that level of the project/task ID.

Click the All Periods button of the Burden Cost Breakdown Report to see details over the entire period of performance of the project/task ID.

Top Level Reports

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Direct Projects Cost History Report

This report shows the fully burdened historical costs beginning with the most recently closed month and then moving back in time six months for all the project IDs to which the user has access.

There is a configuration switch that determines whether the current period (the first column) should be determined by today’s date or by the current period identified in GCS. The default is to use the GCS period number as the current period, so the current open month will be in the first column.

Depending on the timing of your GCS close, sometimes you will see, with respect to today’s date, the current month in the first column and sometime you will see the prior month.

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Using the drop-down list, you can narrow the focus of the report to show burdened historical costs by cost categories.


Proj ID# This columns displays all the Proj ID numbers that the user is allowed to see based on the user’s security org ID.



Funding The amount shown is at the top project segment.

Remaining

A red number is a negative number and flags an overrun. If funding occurs at a lower level, navigate to that level to determine if it is positive or negative.

ITD Cost This column displays cost from the date the project started to the date of the report.

Commit The numbers in this column reflect unposted labor and the unfulfilled amounts from open purchase orders.

Month/Year* Begins with the current month and shows data back six months.

Top Level Reports

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Click a project ID of interest to open a Level Down Project Cost History Report at the top level of the project.

Filter the report by selecting a specific cost category from the drop-down list.

Click a subproject ID of interest to open a Level Down Project Cost History Report at the next

level (segment) of the project/task ID.

Filter the report by selecting a specific cost category from the drop-down list.

Click the red dot in any Top Level or Level Down report to open a Burdened Cost Breakdown Report at that level of the project/task ID.

Click the All Periods button of the Burden Cost Breakdown Report to see the details over the entire period of performance of the project/task ID.

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Labor Hours Analysis Report

This report shows all the project hours expended by staff or vendors and the projects that were charged for those hours over time.

Expand each plus sign to see the list of projects each resource charged to as well as the

name of the project manager.

Top Level Reports

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A options in the upper right corner enable you to choose to see Employee hours or Vendor hours.


Employee/Vendor Name This data is pulled from historical data.

Proj ID# (includes only those the user has rights to see)

You can expand each resource to see a list of all the projects/task IDs that the resource charged to.

Project Title/Project Mgr The names are brought in from Contract Master.

ITD Hours This column displays the total hours charged by the resource, and then breaks that total out by project/task ID.

Month/Year Begins with the last closed month and shows data back six months.

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Labor Cost Analysis Report

This report shows the burdened cost of labor from the last closed period and back 6 accounting periods.

Expand each plus sign to see a list of projects the resource charged to as well as the name of

the project title and manager.

The ITDB Cost column shows the inception-to-date burdened cost charged by the resource, as well as the cost charged from the start of each project up to the last closed month.

Top Level Reports

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The columns start with the last closed month and go back six periods.


Employee/Vendor Name This information is pulled from historical data.

Proj ID# (includes only those the user has rights to see)

You can expand each resource to view a list of all the projects/task IDs that the resource charged to.

Project Title/Project Mgr The names are brought in from Contract Master.

ITDBurdened Cost

This displays the inception-to-date (the date the project started to the date the report is run) burdened cost of the resource, and then breaks that cost out by project/task ID.

Month/Year This begins with the current month and shows data back six accounting periods.

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Level Down Reports These level down reports pay attention to what project/task ID you’ve navigated to in the project navigation list boxes. Alternatively, they will be based on the specific top-level project ID that has been clicked in a top-level Direct Project Cost Categories or Cost History Report.

Projects Cost Categories Report

The level down reports pay attention to what project/task ID you’ve navigated to in the project navigation list boxes.

This report shows the burdened cost by cost categories by sub project IDs for the project/task ID selected.

Burden calculations are a function of pool and rate information gleaned from GCSP where ITD burden cost reflects prior year rates used to close the fiscal years and current fiscal year burden costs use target rates.

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SubProj ID# This column displays all the SubProj ID levels that are the children of the project ID segment selected in the project navigation list boxes.



Funding The amount that is shown is at the project segment selected in the project navigation list boxes.

Remaining A red number is a negative number. If funding occurs at a different level, navigate to that level to determine any over or underrun.

ITD Cost This column displays cost from the date the project started to the date you’re running the report.

Commit These numbers reflect unposted labor, time sheets and invoices that have been submitted, but not yet posted to job cost.

Labor, Materials, Subcontractors, Material Handling Other, Travel, Consultants, Other Direct Costs

This column displays Cost Categories.

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Click a subproject ID to open the same report at a lower level in the project.

Click a red dot to open an Active Level Burdened Cost Breakdown Report that shows inception-to-date burden cost by cost category and GL account.


ID/Name This column displays the burdened cost by cost category by GL account by resource.

ITD Total

This columnd displays inception-to-date burdened cost totals broken out by GL account and resource since the start of the project/task ID.

Commit The numbers in this column reflect the costs of unposted timesheets and any unfulfilled open purchase order amounts.

Month/Year This column begins with the most recent closed period and shows burdened costs back six accounting periods.

Level Down Reports

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All Periods This column displays the entire period of performance of the project/task ID.

Click the All Periods button.

Click the drop-down list to filter the report by cost categories.

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Projects Cost History Report

The level down reports pay attention to what project/task ID you’ve navigated to in the project navigation list boxes. This report shows the burdened cost by subproject ID and past accounting periods for the project/task ID selected.


SubProj ID#

This column lists all the SubProj ID levels that are the children of the project ID segment that you have selected in the project navigation list boxes.



Funding The amount shown is at the project segment selected in the project navigation list boxes.

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Remaining A red number is a negative number. If funding occurs at a different level, navigate to that level to determine funding over or underruns.

ITD Cost This displays cost from the date the project started to the date you’re running the report.

Commit The numbers reflect the costs of unposted timesheets and the unfulfilled amounts of open purchase orders.

Month/Year Begins with the most recent closed period and shows data back six accounting periods.

All Sub-Tasks This column displays the sub-tasks.

The period of performance of the project is indicated in the title bar.

Click the drop-down list to focus the report on a particular cost category.

Click a subproject ID to generate the report a level down in the project segment.

Click the red dot to generate a Burdened Cost Breakdown report broken out by cost categories and GL accounts.


ID/Name This column displays the burdened cost by cost category by GL account by resource.

ITD Total

This column displays the inception-to-date burdened cost totals broken out by GL account and resource since the start of the project/task ID.

Commit The numbers in this column reflect the costs of unposted timesheets and open, yet unfulfilled purchase order amounts.

Month/Year This begins with the most recent closed period

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and shows data back 6 accounting periods.

All Periods This column displays the entire period of performance for the project/task ID.

Total This totals the data in each column.

Active Level Reports

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Active Level Reports These reports reflect information at the level where you’ve navigated to in the project structure; i.e. if the second level of the project/task ID is highlighted in the project navigation list boxes, when you click to open an Hours Breakdown report, the data you see will be summarizing information at that second level.

If the WBS alternate reporting structure function in GCS is being used, and it is included in the PM Reporting WBS list, then all top level and level down reports will access all WBS levels. The active level will resolve to the deepest level of included WBS identifiers.

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Hours Breakdown Report

This report shows the hours of a project/task ID broken out by resource over time for the selected project.


Name/Project ID/Home Org This column displays the resource name, and when expanded, the project ID and Home Org of that resource.

ITD Hours This column displays inception-to-date hour totals since the start of the project/task ID over time.

Date Drop-Down List Select a time period from the list.


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Employee/Vendor Enables you to see hours of employees or vendors.

All Periods Shows the entire period of performance for the project/task ID.

Total Totals the data in each column.

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Raw Cost Breakdown Report

This report shows the raw cost for a project/task ID broken out by cost category by GL account and by resource over time for the project/task ID selected.

Click All Periods to see the period of performance for the project/task ID.


ID/Name This column displays cost category by GL account and then by resource.

ITD Raw This columns displays inception-to-date raw cost totals since the start of the project/task ID over time.


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Commit This column displays the raw costs of unposted timesheets and yet unfulfilled open purchase order amounts.

Month/Year This column starts with the most current closed period and then shows the past six periods of data.

All Periods This column displays the entire period of performance for the project/task ID.

Total This is the total of the data in each column.

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Burdened Cost Breakdown Report

This report shows raw and burdened costs combined broken out by cost category, GL account, and resource over time for the project/task ID selected.


ID/Name This column displays the cost category by GL account and then by resource.


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ITD Total This column displays inception-to-date total burdened cost totals since the start of the project/task ID.

Commit This column displays the burdened costs of unposted timesheets and yet unfulfilled open purchase order amounts.

Month/Year This column starts with the most current closed period and then shows the past six periods of data.

All Periods Shows the entire period of performance for the project/task ID.

Total Totals the data in each column.

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All Cost Breakdown Report

This report breaks down all the costs by cost category, GL account, and resource over time for the selected project/task ID.


ID/Name This column displays the cost category by GL


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account and then by resource.

ITD Total This column displays inception-to-date total raw cost totals since the start of the project/task ID.

Commit Shows the raw costs of unposted timesheets and the yet unfulfilled open purchase order amounts.

Month/Year Begins with the most current closed period and then shows the past six periods of data.

Total Totals the data in each column

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Transaction Analysis Report

This report enables you to define a query by a date range and account for viewing or for exporting to Excel for the project/task ID selected.

Select Transaction Date Range and then select a From date from the drop-down list.


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Select a date from the To drop-down list.

Select an Account Type Search, a Vendor or Employee, and then click Display Results.

Select to do a Text String Search.

Enter transaction descriptions or strings of words to define the search, and then click Display Results.

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Billing Profile Report

This report lists the billing numbers and invoice dates for projects with the totals at the bottom.


Inv Proj List the project the invoice was charged to.

Bill# This column displays the Bill number that is linked to a Billing Profile Details report.

Desc This column displays the description (if any) of


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the Bill.

Inv Date This column lists the date of the invoice.

Due Date This column lists the date the invoice is due.

Bill Pd Start This column lists the date the billing period starts.

Bill Pd End This column lists the date the billing period ends.

Amt Billed This column lists the amount that was billed.

Retainage

This column Lists the amount of the bill to be deferred at the time the invoice is issued, which the customer will pay only upon final delivery of the completed project.

Amt Recd This column lists the amount received.

Because GCS does not keep billing details, if you click the Bill# drill-down link, the linked page will be empty.

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Project Cost Chart

This chart shows cost history for the selected project/task ID in a chart format.

Cumulative inception-to-date costs are shown as lines and period labor and non-labor costs are shown as bars.

Inception-to-date dollars are shown on the left side by period ($000—rounded to thousands).

The dollars by period are shown on the right side ($000—rounded to thousands).


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TM Billable Revenue Breakdown Report

Certain descriptions in the remainder of the document refer to the project labor category (PLC ).

This is equivalent to “Labor Category” or “job-specific Labor Category” in PM Reporting.

This report shows potential billable revenue in the upper section based on billing rates and hours charged to the project/task ID selected.

On the bottom of the report, it shows non-labor revenue based on burdened cost plus fee as per your accounting revenue/billing specifications setup.

Revenue is calculated as hours x billing rate.

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Employee This column lists employee by project labor category.

Bill Rate This column reflects billing rate of PLC (the most recent PLC rate of time-phased PLCs).

ITD Amt This column displays inception-to-date amount by PLC and by resource

Month/Year This column displays data from latest closed period and then back 6 months.

Total Revenue Labor Amt This column totals the top section of the report.

Supplier This column lists the non-labor categories by GL account and resource.

Total Revenue Non-Labor Amt This column totals the bottom half of the report calculating revenue as burdened cost plus fee.


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TM Labor Analysis Report

This report shows potential billable revenue based on hours charged to the project and the billing rates of the selected T&M project.

It displays job cost at year-end close rates for prior fiscal years and target rates for the current fiscal year.

The data in the billing columns is calculated based on the PLC (project labor category) billing rate from the Bill Rate column times the appropriate hour’s column.

Select a time period from the drop-down list.

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Ending drop-down list Select a period from the drop-down list.

Employee/Vendor Name This column lists employee and vendors by project labor category.

Bill Rate This column reflects billing rate of PLC.

Pd Hours This column displays hours for period selected by PLC and by resource.

Pd Cost This column displays burdened cost for period selected by PLC and resource.

Pd Bill This column totals the billing amount for the period selected by PLC and by resource.

Pd Profit This column totals the profit for the period selected.

YTD Hours This column displays year-to-date hours for the period selected by PLC and resource.

YTD Cost This column displays year-to-date burdened cost for the period selected by PLC and resource.

YTD Bill This column displays what has been billed from the start of the year for the period selected by PLC and by resource.

YTD Profit This column displays what the year-to-date profit is for the selected period by PLC and by resource.

ITD Hours This column displays total hours from the start of the project up to the period selected.

ITD Cost This column displays the total burdened cost from the start of the project up to the period selected.

ITD Bill This column displays the total that has been billed from the start of the project up to the period selected.

ITD Profit This column displays the total profit that has been earned from the start of the project up to the period selected.


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Profit % This is calculated by taking the ITD Billed minus the ITD Cost = ITD Profit divided by billing x 100 = profit %.

Project Total This column displays totals for each column.

Time Collection Hours—Weekly Report

This report is a history of all hours, including posted and unposted.

All Time Collection reports are for estimation purposes only.

It is based on a Saturday to Friday time period, regardless of what time collection is based on.

The status column matches the time collection source (that is, employee, consultant).

Use the drop-down list to select a time frame.

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Acct/PLC/Status Each resource, with the default labor account and PLC assigned, is pulled in from time collection.

Status This information is pulled in from time collection.

Total Hrs This column reflects the total for the Saturday to Friday time frame.

Total This column reflects the total hours for all the resources used at this level of the project/task ID.


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Time Collection Cost (Estimated) Report

This report displays the estimated cost of labor charged to the selected project/task ID as recorded in the Time Collection System.

The report uses a Saturday to Friday time frame, regardless of what is used in Time Collection.

Cost is calculated by using the billing rate designated by the PLC times the number of hours



Acct/PLC/Status Each resource, with the default labor account and PLC assigned, is pulled in from time collection.

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Status This information is pulled in from time collection.

Total Cost

This column reflects the total cost for the Saturday to Friday time frame, which is calculated by multiplying the PLC rate times the hours recorded.

Total This column reflects the total hours for all the resources used at this level of the project/task ID.


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Time Collection Hours—Date Range Report

This report shows hours charged to the project/task ID selected as recorded in Time Collection based on a date range.

Select a date in the From field.

Select a date in the To field.

Click Go.



Project You can expand each resource to reveal date range selected.

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Org This column displays the organization the resource belongs to.

Acct ID This column displays the labor account the resource belongs to.

PLC This column displays the Project Labor Category the resource belongs to.

Status This information is pulled from Time Collection.

Hours This column displays the hours charged for the date range selected.

Total Hours This column totals the number of hours charged during the date range selected.

Supplemental Reports

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Supplemental Reports The dynamic Job Summary Report enables you to access a summary of a project’s financial status and drill down into the details of both expended direct labor and non-labor resources. Details of indirect costs by associated indirect pool expense category are also provided.

In addition to these project costs, the report also includes general contract information, such as the period-of-performance, funding, billed amounts, and the project manager’s name.

This report format provides a snapshot of cost history for any given project that exposes the specific staff and vendor resources that have been deployed over time to accomplish a project’s associated tasks and deliverables.

If a project budget exists (available in the full version of Deltek Budgeting & Planning), the report includes an assessment of performance using the budget as the standard. Indirect related costs are summarized by associated indirect expense pool category.

Job Summary Report Navigate to the project of interest.

Click the Supplemental Reports module.

Click Job Summary in Reports & Actions.

Click to open the report.

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Header information This column pulls from Contract Master.

Rates

For the current fiscal year, either target or actual rates are used as specified by selection in the title bar of actual or target. If your target rates have been changed to actual before closing the year, then the burden rate will reflect actuals.

If you have selected a period from the drop-down that is in a prior FY, then whatever was entered in the Pool setup as the Target Rate will be reported. So if you changed Target to equal Actual before closing, then Actuals burden will be reported.

For burden under the Prior Fiscal Year column, burden reported will be the burden at which the year was closed.

Period Select a period from the drop-down list.

Budget/Latest EAC This is applicable only in the full version of Deltek Budgeting & Planning


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Use these buttons to move from one task to another, automatically re-submitting the report.

Description

This column reflects your labor account descriptions, your direct cost account descriptions, and your indirect cost account descriptions.

Labor and other direct cost account descriptions are linked to supplementary reports.

Prior Year Incurred This column displays prior year costs incurred for each account.

Cur Pd Budget This is available in the full version Deltek Budgeting & Planning.

Cur Pd Incurred This column displays current costs incurred for the period selected.

YTD Budget This is available in the full version of Deltek Budgeting & Planning.

YTD Incurred This column displays year-to-date incurred costs.

YTD Variance

This column displays the difference between the YTD Actuals costs and the YTD Budgeted costs as the variance.

Because there is no budget information in PM Reporting, the YTD variance is the same as the YTD incurred costs.

Total Budget Available in the full version of Deltek Budgeting & Planning.

ITD Incurred This column displays costs incurred since the start date of the project/task ID selected.

Backlog

This column displays the amount of funding that remains when you subtract the inception-to-date costs from the total budget.

Because there is no budget information, the Backlog figure is the same as the inception-to-date cost.

Commitments This column displays costs of unposted timesheets and the yet unfulfilled open

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purchase order amounts.

The Commitments header is linked to a supplemental detail report.

Percent of Time Elapsed This column displays the percent of time elapsed in the period-of-performance of selected project/task ID.

Labor Hours This column breaks out labor hours by direct labor accounts and resources.

Click a direct labor account in the Description column to open a Project Labor Summary Report.

This report displays the hours and costs for the period selected from the drop-down list

organized by project labor category and resource.

Year-to-date hours and cost, as well as inception-to-date hours and cost, are also included.

Click another direct cost account to open a Project Non-Labor Detail Report.

This report lists all the POs, vouchers, Journal Entries, invoices and descriptions by period and resource.


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Click the Commitments column header in the Job Summary Report to open a Purchase Commitment Detail report.

Select the option at the top to see This column lists or Unposted Labor.

PO commitments are unburdened cost and should tie to the specific line in the JSR for each category of cost.

Unposted labor is unburdened cost and should tie to the specific line in the JSR for each

category of cost.

You can click the report links in the Reports & Actions menu to bring up the Project Labor

Summary, the Non-Labor Detail, and the Purchase Commit Detail Reports or get to them by clicking the links in the Job Summary Report.

If you open the reports directly from the menu, you’ll see data based on the current selection in the project navigation list boxes. If you are at the top level, the reports will include data from all the children.

If WBS has been used, these reports will expose the details at whatever level corresponds to your current selection in the project navigation list boxes.

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Time Collection Hours Report

This report gives you the total hours charged to the selected project, based on the time

period selected.

It allows you to select time sheet periods coming from your Deltek Time Collection system.

It lists all the resources that have charged time to the project based on the time period selected, by project and by direct labor account.

The Project Labor Categories are included, and the status is also brought over.

Total hours are calculated by resource and then the total for the entire period is at the bottom of the report.


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Time Collection Cost (Estimated) Report

This report gives you the estimated cost of labor charged to the project selection based on

the period selected.

It lists the information by resource, project ID and default labor account.

PLCs are also listed, as is the status of each resource.

Total cost for each resource is tabulated with the total for the whole period at bottom.


Documents

Deltek GCS Premier® Project Management Reporting 6.0