Task Summary (Inquiry)

The Task Summary Inquiry allows you to review the tasks that the user is responsible for and below, grouped by Project. This includes a view of cost, effort, hours and various task metrics.

The inquiry uses the various projects' task hierarchy to display task summary information with the option to drill down to the specific task information for the partial Project hierarchy the user is responsible for, or to view Task Detail related items.

Restrictions

The inquiry includes the following default restrictions:

	Restriction	Description
	From Posting Period	Enter or select a posting period. This is the first date in the date range to include open items.
	To Posting Period	Enter or select a posting period. This is the last date in the date range to include open items.
	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.
	Period Type	Select a period type. This field defaults to Range, but available options include Range, To Date, Month To Date, and Year To Date. The To Date options only look at the To Posting Period date.

For a list of the optional restrictions, see Task Summary Inquiry Optional Restrictions.

Results

Note: There may be a discrepancy between displayed column values (such as Revenue) and the sum of the same column details shown in the drill down. This can occur when the Variance Level, where Revenue is recognized, is set above the detail level.

The inquiry results include the following two levels of information:

• Task Summary: The first level of the inquiry provides task hierarchy information, which includes Project Name, Variance Level, Hours, Cost, Effort, Revenue, Variance, Budget Effort, and Net Labor Multiplier. Task Summary Optional Columns.

  The following optional columns of information are available:

  All Cost All Effort All Hours Backlog Budget Cost Budget Effort Budget Hours Cost Cost At Completion (Effective) Cost Remaining Currency Code Effort Effort at Completion (Effective) Effort Remaining Expense Backlog Expense Cost Expense Cost At Completion (Effective) Expense Cost Remaining Expense Effort Expense Effort at Completion (Effective) Expense Effort Remaining Expense Multiplier Expense Overhead Expense Profit Expense Profit % Expense Provision Expense Revenue Expense Revenue Adjustment Expense Variance at Completion Expense Write-off Cost Expense Write-off Effort Gross Profit Gross Profit % Hours Remaining Labor Backlog Labor Cost Labor Cost At Completion (Effective) Labor Cost Remaining Labor Effort Labor Effort at Completion (Effective)

  Labor Effort Remaining Labor Multiplier Labor Overhead Labor Profit Profit (Loss) Project Code Project Finish Date 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 Start Date Project Status Provision Revenue Adjustment Revenue Provisions TD Budget Cost TD Budget Effort TD Budget Hours TD Expense Budget Cost TD Expense Budget Effort TD Expense Revenue TD Labor Budget Cost TD Labor Budget Effort TD Labor Revenue TD Revenue Unbilled Cost Unbilled Effort Unbilled Expense Cost Unbilled Expense Effort Unbilled Labor Cost Unbilled Labor Effort Unbilled Labor Hours Variance at Completion Write-off Cost Write-off Effort Write-off Hours

  • Tasks: The second level of the inquiry provides task information for the period type selected. This information includes the Task Name, Task Hierarchy code, Variance Level, Hours, Cost, Effort, Revenue, Variance, Budget Effort, and Net Labor Multiplier for the item selected. Any rows that have additional tasks display in bold font. Tasks Optional Columns.

    The following optional columns of information are available:

    All Cost All Effort All Hours Backlog Budget Cost Budget Effort Budget Hours Cost Cost At Completion (Effective) Cost Remaining Currency Code Effort Effort at Completion (Effective) Effort Remaining Expense Backlog Expense Cost Expense Cost At Completion (Effective) Expense Cost Remaining Expense Effort Expense Effort at Completion (Effective) Expense Effort Remaining Expense Multiplier Expense Overhead Expense Profit Expense Profit % Expense Provision Expense Revenue Expense Revenue Adjustment Expense Variance at Completion Expense Write-off Cost Expense Write-off Effort Gross Profit Gross Profit % Hours Remaining Labor Backlog Labor Cost Labor Cost At Completion (Effective) Labor Cost Remaining Labor Effort Labor Effort at Completion (Effective) Labor Effort Remaining Labor Multiplier Labor Overhead Labor Profit Labor Profit % Labor Provision Labor Revenue Labor Revenue Adjustment Labor Variance at Completion Labor Write-off Cost Labor Write-off Effort Outliner String Overhead Pending Cost

    Pending Effort Pending Expense Cost Pending Expense Effort Pending Hours Pending Labor Cost Pending Labor Effort Pending Quantity Profit % Profit (Loss) Provision Revenue Adjustment Task Business Unit Code Task Business Unit Name Task Code Task Company Code Task Company Name Task Fee Task Fee Type Code Task Fee Type Name Task Finish Date 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 Task Service Line Code Task Service Line Name Task Start Date Task Status Task Work Type Code Task Work Type Name TD Budget Cost TD Budget Effort TD Budget Hours TD Expense Budget Cost TD Expense Budget Effort TD Expense Revenue TD Labor Budget Cost TD Labor Budget Effort TD Labor Revenue TD Revenue Unbilled Cost Unbilled Effort Unbilled Expense Cost Unbilled Expense Effort Unbilled Labor Cost Unbilled Labor Effort Unbilled Labor Hours Variance at Completion Write-off Cost Write-off Effort Write-off Hours

    Note: The following columns have To Date values: Unbilled Cost, Unbilled Effort, Unbilled Expense Cost, Unbilled Expense Effort, Unbilled Labor Cost, Unbilled Labor Effort and Unbilled Labor Hours.