Detailed Project Expenditure Report

The Detailed Project Expenditure report provides insights into project and work order spending by cost type. It helps you understand how labor, materials, parts, and equipment contribute to project expenses.

Use this report to:

Track spending against project budgets.
Analyze costs by category.
Review expenses for specific work orders.
Identify major cost drivers.
Monitor spending trends.

Getting Started

Filters

Filters are located above the main report area. Use them in any order.

Filter	What It Does	Default
WO Complete Date	Filters work order completion date within a selected date range. NOTE Refer to Limitations article for date selection.	Last month
Project Name	Filters data by project name.	All
Transaction Type	Filters transactions by cost category.	All

Structure

This report displays project-related expenditure details. Each row represents an individual financial transaction.

Fields

Field	Description
Project Name	Name of the project associated with the expenditure.
Location	Source location of the work order (WO) associated with the project.
WO Status	Current status of the work order associated with the project and expenditure.
Transaction Date	Date the transaction occurred. If no transaction date is available, the record creation date is used. This field determines whether data is included in the report based on the selected date range.
Work Order #	Work order number associated with the project and expenditure.
Purchase Order Ref. #	Purchase order number associated with applicable Materials, Contract Services, or Rental transactions.
Transaction Type	Type of transaction recorded, such as Labor, Materials, Contract Services, Rental, Issue, WO Dispatch, Equipment Usage, or Other Cost.
Transaction Description	Description of the transaction. The value varies by transaction type and may include an employee name, part name, item description, service description, rental description, equipment usage description, or purchase order note.
Supplier/Employee	Supplier associated with a non-inventory purchase transaction or purchase order.
Pmt Type Record #	Reference number associated with the payment type. Displays the invoice/reference number for invoice-based transactions or the purchase order number for purchase order-based transactions.
Work Requested	Description of the work requested on the associated work order.
WO Originated	Date the work order was created.
WO Expected	Expected completion date of the work order.
WO Completed	Actual completion date of the work order.
Originator	Name of the user who originated the work order or purchase order.
Quantity	Quantity associated with the transaction. Depending on the transaction type, this may represent labor hours, inventory quantity used, purchased quantity, rental quantity, or equipment usage hours.
Unit Cost ($)	Cost per unit associated with the transaction, such as a labor rate or item cost.
Total Cost ($)	Total cost of the transaction or total amount of the purchase order.

Common Tasks

Review spending for a project.
Analyze labor, material, and equipment costs.
Investigate expenses related to a work order.
Identify high-cost projects.