Upland Analytics Out-of-the-Box Project Rate Cards Reports

This article details each available Out-of-the-Box Project Rate Cards Reports located under Upland Analytics > Dashboard & Reports > Project Rate Cards .

Note: The out-of-the-box Project Rate Cards Reports are by default only shared with the Master Administrator Security Profile.

A Report detailing the Project Name, Project Code, Category, Role, User Name, Entry Date Month, Reg Hrs, OT Hrs, DOT Hrs, Reg Rate, OT Rate, DOT Rate, Billing Amount, Currency and Document Date. The report is filtered by Invoice Entry Type and Project.

A Report detailing the Project Name, Project Code, User Name, Role, Category, Entry Date Month, Reg Hrs, OT Hrs, DOT Hrs, Reg Rate, OT Rate, DOT Rate, Billing Amount, Currency and Document Date. This report is filtered by Invoice Number, Project and User Name.

A Report detailing the Project Name, Project Code, Role, Category, Entry Date Month, Reg Hrs, OT Hrs, DOT Hrs, Reg Rate, OT Rate, DOT Rate, Billing Amount, Currency and Document Date. This report is filtered by Invoice Number, Project and User Name.

A Report detailing the Project Name, Project Code, Rate Card Name, Rate Currency, Rate Card Start Date, Rate Card End Date, Rate Card Role, Regular Rate, Overtime Rate and Double Overtime Rate. This report is filtered by Client, Project and Project Manager Last Name.

A Report detailing the Project Name, Project Code, Resource Name, Resource Role, Role Start Date, Role End Date, Rate Card Name, Rate Card Start Date, Regular Rate, Overtime Rate and Double Overtime Rate. This report is filtered by Project and Project Team User Name.

A Report detailing the Project Name, Project Code, Rate Currency, Rate Card Role, Rate Card Start Date, Rate Card End Date, Regular Rate, Overtime Rate and Double Overtime Rate. This report is filtered by Project and Rate Card Item Role.

A Report detailing the Report Rate Card Name, Rate Card Id, Currency, Created By, Created On, Modified By, Modified On, Role, Regular Rate, Overtime Rate and Double Overtime Rate. This report is filtered by Rate Card Name and Rate Card Created By User Name.