I am trying to create an enterprise level report showing our Budget vs Actuals for all projects and want to produce it once/month at the end of each month. I want to be able to give it a cut off date though so if I run it 2 weeks into a given month as of prior month end, that it doesn't pick up any hours entered by the team SINCE the end of the month.
The report I've made shows each project, total budget, budgeted hours and budgeted expenses - both of which I've created a DA for rather than using the Task for planned hours (long story). Anyway, within the system at the project level I've got the budgeted hours, budgeted expenses as Profile fields (aggregated up from the DAs); actual hours (using daptiv native field) and actual expenses (aggregated from another DA) as Status fields. My question, when pulling this information into 1 line per project for my report, for the Total Actual Labor Cost field that is native daptiv Status field, can I pull costs "as of" a certain date only? If not, can I somehow sum up the timesheet hours and join it with the project info to get these other fields?
Hopefully this makes sense what I'm trying to do. Any help is appreciated.
Thanks, Cindy