Cost analysis enquiry

Use the Cost Analysis enquiry to inspect your projects' actual, committed and total cost values, and compare them against the budget figures.

Note: Committed costs will only be displayed if you have set up Project Accounting to track committed costs.

To use the cost analysis enquiry

Open: Project Accounting > Project Enquiries > Analysis > Cost Analysis.

1. To filter the information displayed in the enquiry, use the criteria to select the information that you want to show.
   • You can use the Customer filter to view projects where a billing schedule has been set up for the specified customer.

   Note: The label for the Customer filter is configurable.

   • You can change the layout of this enquiry by selecting an option from the Enquiry grouping list. For example, you can arrange the information by project, project item type, or project item.

2. Click OK.

   The enquiry window appears. It displays your actual costs, committed costs, total costs, WIP cost, cost budgets and the budget variance.

3. To display details in the structure, click the + and - signs, or click Expand All and Collapse All.
4. To display further enquiries about a cost, right-click on the item and select:
   • Cost Analysis by period, to display the costs for each budget period.
   • Cost Transactions.
   • Project Record, to display the project structure and details.
   • Billing Analysis.
   • Nominal Transactions.
5. To print the information displayed in the enquiry, click Print.