The Fixed Amount Details report lists the fixed amounts on your project tasks: what each one is worth, whether it has been invoiced and on which invoice, and when it was added or last changed. Use it to see what is left to invoice on fixed-price work, or to follow deliverables by due date.
Fixed amounts are added to tasks. See managing fixed-price projects.
Open the report
Go to Reports in the left menu. On the Standard tab, find Fixed Amount Details under Project Management, or type "fixed amount" in Search.
Administrators, Finance Managers, Portfolio Managers and Project Managers can run this report. What a Project Manager sees depends on their project permissions: see "Who sees which fixed amounts" below.
Choose what to include
Choose at least one Customer. The report stays empty until you do. Every other parameter is optional.
- Project: only these projects of the chosen customers.
- Project Archive Status: active projects, archived projects, or both. This also narrows the Customer and Project lists.
- Project Owner: only projects owned by these people.
- Task Status: only tasks in these statuses. Each status is listed with its task type.
- Amount Status: Invoiced or Not Invoiced fixed amounts.
- Assigned To: only tasks assigned to these people.
- Section: only tasks in these project sections.
- Created Date From and Created Date To: when the fixed amount was added.
- Due Date From and Due Date To: the task's due date. Tasks without a due date are left out.
- Completed Date From and Completed Date To: when the task was completed. Tasks that aren't complete are left out.
- Primary Grouping and Secondary Grouping: group the rows by Customer, Project, Section, Task, Task Status, Fixed Amount Status, Inventory Type, Month (of the task's due date), Invoice # or Created Date. Each group has a subtotal.
- Show Columns: add or remove optional columns (see below).
- Display Parameters on Report: print your choices at the top of the report, which helps when you export it.
- Timezone: show dates in Users Timezone or Account Timezone.
- Remove Currency Formatting: leave out currency symbols, so the amounts work as numbers after you export to a spreadsheet.
Read the report
Each row is one fixed amount. Customer, Project, Task and Fixed Amount always show, unless you group by that field. Task Status and Fixed Amount Status show by default. Use Show Columns to add:
Column | What it shows |
|---|---|
Created Date | When the fixed amount was added. |
Due Date, Completed Date | The task's due date and completion date. |
Last Updated Date, Last Updated By | When the fixed amount was last changed, and by whom. |
Inventory Type | The inventory item on the fixed amount. See inventory items. |
Section | The project section the task is in. |
Notes | The fixed amount's notes. |
Invoice # | The invoice the fixed amount was billed on. |
Currency | The customer's currency. |
The report shows up to 11 columns. If you choose more, it asks you to remove some from Show Columns. Click a task name or task status to open the task.
Who sees which fixed amounts
Administrators, Portfolio Managers and Finance Managers see fixed amounts on every project. A Project Manager only sees projects where Can manage Fixed Amounts on project is ticked for them on the Members tab of the project's settings. Without that tick on any project, the report shows them nothing.
Save, schedule or export
Save the report with your choices so you can run it again in one click: see saving and sharing reports. On a paid plan, you can also schedule it for email delivery. Any report can be exported.