Project Report (Gen3)

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  • Updated 3 years ago
I need project task and billable data in the one report. What report template should I use?

(Originally posted by Kellie)
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Posted 3 years ago

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Hi Kellie,

Thank you for using Replicon Community.

You can create a new report based on Task Time, Expense, Cost & Billing data Template, enable the Actual Billing (Selected Dates) & other columns as required. Group Rows by User Name. 

1. Log into Replicon as a user with Billing Manager/Project Manager permissions. 

2. Go to Reports tab. 

3. Click on + New Report. 

4. Select Category as Project & Report type as Task Time, Expense, Cost & Billing data Template





Thanks,

Lingaraj



 

(Originally posted by Lingaraj Dharwad)