View a project's financial report
This quick start explains how to generate and read a project's financial report.
Before you start:
To follow this guide you need an organisation in RevasOS and contributor permissions for project management. See roles and permissions for details.
Open the report
- Open the Projects app from your RevasOS environment.
- In the Dashboard select the project you want to report on.
- In the left sidebar click Report.
Configure the parameters
The report screen presents three parameters to set before generating:
| Parameter | Options | What it controls |
|---|---|---|
| Based on | By task, By resource | Chooses the detail level: the breakdown will be task-by-task or resource-by-resource. |
| Filtered by | Day, Week, Month, Year | Sets the time-grouping interval within the chosen range. |
| Time range | Start date, End date | Defines the period covered by the report. |
- By task — Each row in the report corresponds to a project task. Useful for understanding which activity absorbed the most time or cost.
- By resource — Each row corresponds to a team member. Useful for understanding how the workload is distributed across people.
Generate the report
- Set Based on, Filtered by, and the Time range.
- Click Generate report.
The system produces the 4×4 financial-report matrix (Time, Costs, Revenue, Profit × Planned, Actual, Forecast, Remaining) with the selected breakdown.
Tasks included in the report:
Only tasks that have a start date, an end date, and estimated hours are included in the report's hour calculations.
Note:
The "Actual" columns only populate if the team has logged data in the Timesheet and Invoice Register modules. To learn how the matrix works, see The financial report.