Running the Cost Summary Report

  1. Select My Reports > Schedule Optimization Reports > Scheduling Reports > Cost Summary Report to run the report on demand.
  2. Specify this information:
    Budget Method
    Select one of these budget types to specify the source of budget information:
    • None: No budget type is used.
    • FTE: The budget is derived using the number of full-time equivalents (FTEs) that may be applied.
    • Payroll as a % of Revenue: The budget (in dollars) is derived from a percentage of the forecast revenue.
    • Payroll Cost per Volume Unit: The budget is derived from a fixed cost per unit.
    • Total Hours: The budget (in hours) is derived from the forecast.
    Budget Method Parameter
    Specify the value of the budget type parameter.
    FTE Hours/Week
    Specify the number of hours of work per week that is equivalent to a FTE of 1.0.
    Location
    Select the locations to include in the report.
    Team
    Optionally, select the teams to include in the report.
    Start Date
    Select the start date for the report.
    End Date
    Select the end date for the report.
    Show Parameters
    Select Yes to show the selected parameters at the top of the report.
    Report Format
    Optionally, select the output format of the report (HTML, PDF, or Excel). The default is HTML.
  3. Click Go to run the report.