Reports - People - Accrual Summary

Overview

This report provides a summary view of a person or persons accrued time details along with a remaining balance liability amount.  This report can be run for a particular person, person organization, or those users that are associated with a particular accrual plan or plans, for a particular date range.  

The report output will reflect any transactions posted within the report date range.  This may include transactions reflecting an initial balance grant, additional routine periodic accrued amounts, transfer of hours to/from other plans (such as a carryover plan), or plan transfers related to a promotion, as well as time actuals charged against the various accrual projects/tasks.  

Roles

This report is available to users having any of the following roles:  Administrator, HR Administrator, P&R Administrator, Manager and Viewer.

License

This report is available with the Project Time, Project Tracking or Project Portfolio licenses.

 

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Selection Criteria

Field Descriptions (click on a link below for additional information)

 

 


Example Report Output

Used Hours = Hours taken by user

Accrued Hours = Hours from all transactions posted by the administrator, including accrued, adjusted and transferred hours

Initial Balance = Accrual plan balance on the day prior to the report's date range

 

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