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Projector offers an enormous amount of functionality for driving your day-to-day business operations. But at the end of the day you also have a need to look back over operations and get a look at the big picture. Projector reports are where much of this information is derived from. Analyze hundreds of data points, roll up months or years of operations data and quickly get a look at your organizations past health, current health and future positions. Then use Projector's report scheduling and distribution features to keep your entire management team in the loop and projects on target.

You can run reports from either Projector Web or Management Portal.

This page and the children pages detail permissions, report types, file types, and web services. To run actual reports please see the links above.

Permissions and Settings

The Reports topic is accessible from all users in Projector except Client Users.

Although anyone can run a report, they'll come back empty if you don't have permission to access the underlying data. This section details for each report type the permissions you need to run and retrieve data for each report type.


Report TypePM Team Can RunUsers Can Run When
Accounting Analysis
global permission Accounting System Interface set to view or update
Accounting Balance
global permission Accounting System Interface set to view or update
Audit Trail Report
global permission Audit Trail Report set to View
Baseline Varianceyes

cost center permission Run Baseline Variance Report

Client
global permission Clients set to View
Cost Cardyes when selecting Engagement Cost Center on parameters tab

cost center permission Run Cost Card Report

cost center permission View Resource/Disbursed Expense Reports

cost center permission View Resource/Disbursed Other Expense Documents

cost center permission View Projects

Engagement Portfolio
cost center permission Run Engagement Portfolio Report
Engagement Reportyes. PMs can only see data on their projects

cost center permission View Projects

Forecast Accuracyyes when selecting Engagement Cost Center on parameters tabcost center permission Run Forecast Accuracy Report
Ginsuyes when selecting Engagement Cost Center on parameters tabcost center permission Run Ginsu and Schedule Variance Report.
Invoice Milestoneyescost center permission Run Invoice Milestone Report
Invoice
cost center permission Run Invoice Report
Issueyescost center permission Run Issue Report and View Projects
Project List???????cost center permission Run Project Listing Report and View Projects
Project Portfolioyescost center permission Run Project Portfolio Report and View Projects
Project Roleyescost center permission Run Project Role Report and View Projects and View Resources????
Rate Card
global permission Rate Card Report
RDC Rate Card
global permission Rate Card Report??? AND Resource Direct Cost (RDC) Data????
Resource
cost center permission Run Resource Report AND View Resources???
Resource Scheduleyescost center permission Run Resource Report
Task Analysisyescost center permission Run Task Analysis Report AND View Projects
Time Cardyes when selecting Engagement Cost Center on parameters tab

cost center permission Run Time Card Report AND at least one of the following

Time Transfer
cost center permission Run Time Transfer Report AND ???
Unbilled Time and Cost Ageing
cost center permission Run Unbilled Time and Cost Report
User
global permission Users & Permissions set to view or update.
Utilization

cost center permission Run Utilization Report AND View Resources

Varianceyes when selecting Engagement Cost Center on parameters tabcost center permission Run Ginsu and Schedule Variance Report AND View Projects



Additional Resources

These resources come courtesy of our e3 program. To subscribe to e3 see My Profile

How to Create Projector Reports from Scratch – Part 1

How to Create Projector Reports from Scratch - Part 2

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