Financial reports

Hi Steve

Yes you can create a custom report that includes the Code field from the Resource sheet.

For example in the project example we used on training 'Rollout Complete' you can create a cash flow dashboard report which includes the Code field and groups costs by Code.

Rather than edit an existing dashboard go to
File, Organizer and select the Reports tab. This allows you to copy the Cash Flow report to current project Rollout Complete and give it a different name say 'Cash Flow by Cost Code'.

Select the Close button in the Organizer and then there will be a copy of Cash Flow in Reports, Custom.

Editing the Report

View the Cash Flow by Cost Code report then click inside the table below the graph. As with Excel Pivot Tables you can add additional fields.

Select Resources at the top
Expand Other Fields
Click on Code

To reposition drag the Code field up so it appears after Name

Change the Level to 2

Group by Code if you wish.

Hope this helps. We didn't have time to look in detail at Reports on the training session.

Regards
Doug
Best STL