Report Codes—Exercises 

Main Exercises

Enter Report Codes

Purpose: The purpose of this exercise is to enter report codes for time and cost registrations.

Windows:
Report Codes/Report Codes

  1. Open the Report Codes window. 
  2. In the Report Codes tab, create a new record. 
  3. Enter an ID for the report code in the Report Code field and a description in the Report Code Name field.
  4. Indicate whether the report code is of the type time, cost, or material.
  5. Choose a date interval for which the report code will be valid.
  6. Save the information.
  7. Repeat the procedure so that you have at least one report code of each report code type.

Register Report Code Group

Purpose: The purpose of this exercise is to create a report code group to distinguish your report codes.

Windows:
Report Codes/Report Code Group

  1. Open the Report Code window. 
  2. In the Report Code Group tab, create a new record. 
  3. Enter values in the Report Code Group ID and Report Code Group Name fields. 
  4. Save the information.

Report Code Details

Purpose: The purpose of this exercise is to complete the report code with invoicing information.

Windows:
Report Codes/Report Code Details

  1. Open the Report Codes window. 
  2. In the Report Code Details tab, create a new record. Select your report code from the List of Values (F8) or enter it manually.
  3. Enter your report code group.
  4. Select Cost Accounting for the report code. Project cost accounting will only be created for report codes identified here.
  5. In the Invoicing Option field, choose the default invoiceability you would like for your report code. 
  6. Enter either a Tax Code or a Tax Class or select from List of Values. From a tax class, a tax code will be retrieved and the tax code will be used when you create invoices from your report code.
  7. The date interval is automatically set according to the date interval defined in Report Codes. 
  8. Save the information.
  9. Repeat the procedure for your other report codes.

Connect Report Codes to Project

Purpose: The purpose of this exercise is to connect report codes to a project so you can report on that project.

Windows:
Project Info/Valid Report Codes

  1. Open the Project Info window. 
  2. Query for your project.
  3. Select the activity to which you want to connect the report code and then click the Valid Report Codes tab.
  4. Create a new record and enter your report code.
  5. Save the information.
  6. Repeat the procedure for your other report codes.

As an alternative, you can use the Report Code Wizard. To do so, right-click in the Overview – Projects, Overview – Subprojects, or Overview – Activities window and then click Report Code Wizard.