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Pulling Actual Work Hours/Costs Status field as of a specific date

Last post 07-01-2009 9:57 PM by Steve Thompson. 1 replies.
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  • 06-25-2009 8:57 AM

    • cweis
    • Top 150 Contributor
    • Joined on 12-30-2008
    • Posts 8

    Pulling Actual Work Hours/Costs Status field as of a specific date

    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

  • 07-01-2009 9:57 PM In reply to

    Re: Pulling Actual Work Hours/Costs Status field as of a specific date

     Perhaps an example with actual dates will help clarify what you expect the filter to do.  I can't seem to wrap my head around your scenario.  You say you want the report to run at the end of each month, and then say you might run it 2 weeks into a month...  So are you saying you want to run it any time you wish, but only display a certain date range?  What's wrong with regular start/finish prompts?

    Without knowing more, I might suggest 2 identical reports:  1 is run at month end with an auto date range filter, the other report is a user select Start/Finish range so they can run it anytime they want.

    Date specifications or date differences can be a little tricky but you usually can get what you want out of them so I'd be surprised if you can't do what you want - just need to understand exactly what you want.

     

     

    Steve Thompson | Sr. Solutions Consultant
    Daptiv


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