Report: Aero Time Cost by Project

This report generates a list of all open projects with the cost, profit and margin for a specified time period.

Project costing report in Aero Workflow

Report Defaults

  • Filtered for Active Projects only (no Completed or Canceled Projects)
  • Date range is Last Month. The information in the report is generated by time entries that are posted in the specified date range.
  • Projects are grouped by Company
  • Columns:
    • Company
    • Project Name – click the project name to drill down into that project
    • Project Manager
    • Project Type
    • Project Status
    • Estimated Time – taken from the Estimated Time field on the Project
    • Actual Time – total time recorded on all Project Aeros for that time period
    • Project Cost – Total time * hourly cost. The Hourly Cost is taken from the Hourly Cost Rate field in the Edit Team Member screen.
    • Project Income – taken from the “Amt. Billed to Date” field on the Edit Project screen
    • Profit (decimal amount)
    • Margin (%)

Customization Options

You can customize the report and then Memorize it so you can run it again without having to customize it. The customization options give you the ability to create many unique reports based on this one starting point.

  • Date Ranges– you can choose from a wide variety of date ranges: Today, Yesterday, Tomorrow, This Week, This Week To Date, Last Week, Next Week, This Month, This Month to date, Last Month, Next Month, This quarter, This quarter to date, Last quarter, Next quarter to date, This year, This year to date, Last year, Next year
    • Aero weeks run from Saturday to Sunday
    • Quarters are standard quarters
    • If none of the pre-defined date ranges work for you, you can enter a custom range.
  • Filter Options
    • Project Manager: All, or one specific Project Manager
    • Company: All, or one specific Company
    • Active Status: Active, Not Active (completed and canceled projects only), All
    • Billable Status: Billable, Fixed Fee, All (this is the billable status of the project, not the time entries)
  • Grouping Options- Grouping gives you subtotals for that specific group.
    • Company
    • Project Type
    • Project Manager
  • Available columns – you can choose to see the following additional columns:
    • Open Aeros – the number of Aeros that are either Not Started or Deferred
    • Start Date – the project start date
    • End Date – the project end date
    • Billable – whether or not the project is marked as Billable
    • Fixed Fee – whether or not the project is marked as Fixed Fee
    • Active Status – whether or not the project is active
    • Estimated Price – taken from the “Est. Price” field on the Edit Project screen.

Click the Report to CSV button to export the report to CSV. Data will be exported according to your filter options. All columns will be included and the data will not be grouped in any way.

Updated on September 21, 2017

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