Overview
The Cost Estimate Detail report presents everything associated with a single work package’s cost estimate in one view. It covers the business context (project summary, CAM assignment, funding source), the resource cost detail (labor, non-labor, and travel grids), supporting information (notebook entries, risk/contingency, linked activities, BOE documents), and the approval chain.
This report is the primary deliverable for work-package-level cost documentation and is commonly used for cost reviews, client reporting, and contract documentation packages.
URL: /Reporting/CostEstimateDetailReport/Index
If the selected project does not have a resource file mapped to it, an error message appears and the report cannot load. Contact your administrator to verify the project’s resource file configuration.
Prerequisites
- Select a project, WBS, and work package. The report does not load until all three are selected.
Filters
| Filter | What It Controls |
|---|
| Project | The project to report on |
| WBS | Filters the work package list to a specific WBS element |
| Work Package | The specific work package to display. Work packages with a pending cost estimate show (Pending) in the dropdown. |
| Cost Class | Which cost class(es) to display. Multi-select; you can view multiple cost classes at once. Defaults to Budget. |
| Cost Class / Cost Set | Radio toggle to switch between selecting individual cost classes or a configured cost set |
| Show WPs with No Costs | When enabled, includes work packages with no resource assignments in the paginator |
| Currency Divisor | Display values in base dollars, thousands (K), or millions (M) |
Navigating Work Packages
The report displays one work package at a time. A counter shows your current position (e.g., “Work Package 3 of 47”). Use the navigation buttons to page through work packages:
| Button | Action |
|---|
| First | Jump to the first work package |
| Previous | Go back one work package |
| Next | Advance one work package |
| Last | Jump to the last work package |
When Show Work Packages with No Costs is turned off, the paginator skips work packages with no resource assignments, so the count reflects only work packages with cost data.
Report Sections
Key work package metadata and a cost roll-up for the current work package:
Identity fields:
| Field | Description |
|---|
| Project | Project name |
| Funding Source | Funding source assigned to this work package |
| CAM | Control Account Manager (label may differ based on your project configuration) |
| WBS | WBS code |
| WBS Description | WBS element description |
| Work Package | Work package number |
| Work Package Description | Work package title |
| Field | Description |
|---|
| Labor | Total labor cost for this work package |
| Non-Labor | Total non-labor cost |
| Travel | Total travel cost |
| Total Cost Base | Sum of Labor + Non-Labor + Travel |
| Estimated Contingency Cost | Total contingency amount (hidden if project is configured to hide contingency) |
| Total Cost with Contingency | Total Cost Base + Contingency (hidden if project is configured to hide contingency) |
| Total Quantity | Aggregate quantity across all resource assignments |
Notebook Entries
Custom fields configured by your administrator for this project. Notebook entries capture qualitative context (assumptions, justifications, and scope notes) that support the cost estimate. This section is hidden if no notebook fields have been configured.
Risk Assessment and Contingency
How contingency was calculated for this work package. This section is hidden for projects configured to hide contingency. The section title uses your project’s configured contingency label (e.g., “Management Reserve”).
Work package level contingency (standard mode) shows the risk assessment inputs:
| Field | Description |
|---|
| Technical / Cost / Schedule Risk Factor | Qualitative risk factor for each risk dimension |
| Risk Multipliers | Numeric multipliers associated with each risk factor |
| Risk Adjustments | Adjustments applied to each risk dimension |
| Total Risk Multiplier | Combined multiplier across all dimensions |
| Override Multiplier | Manual override if the calculated multiplier was adjusted |
| Estimated Contingency Amount | The resulting contingency cost |
Resource Grids
Three grids present the cost estimate broken out by resource type:
| Grid | What It Shows |
|---|
| Labor | Labor resources: hours, FTEs, rates, and costs by resource code |
| Non-Labor | Non-labor resources: materials, equipment, and other direct costs, including unit cost |
| Travel | Travel resources: trips, per diem, and related costs, including unit cost |
| Column | Description |
|---|
| Resource ID | Resource code identifier |
| Resource Description | Resource code name |
| Cost Basis | The basis code for this resource assignment |
| [Resource Result columns] | One column per configured result type (e.g., Hours, FTE (Month), Cost). Currency result columns include the divisor label. |
| Unit Cost | Unit cost per resource (Non-Labor and Travel grids only) |
| Total | Calculated: sum of all visible currency result columns |
| Column | Description |
|---|
| Resource ID w/ Description | Combined resource code and description |
| Resource Level 1–N | Resource hierarchy levels. Each level also has Number and Description sub-columns. |
| Resource Assignment Description | Description field on the resource assignment |
| Start Date / Finish Date | Assignment start and finish dates |
| Cost Class | Cost class for this assignment |
| [Linked Code File columns] | One column per code file linked to this project |
| [RA Notebook columns] | One column per configured resource assignment notebook field |
| [Result] 1030 Code | Format 1030 classification code for each result type |
| Contingency % | Contingency percentage applied to this assignment |
| Contingency | Calculated contingency amount (Total × Contingency %) |
| Results Total + Contingency | Total cost including contingency |
Schedule Activities
The schedule activities linked to this work package:
| Column | Description |
|---|
| Activity ID | Schedule activity identifier |
| Activity Description | Activity name |
| Start Date | Activity start date |
| Finish Date | Activity finish date |
Supporting Documents
Basis of Estimate (BOE) links associated with this work package; clickable file or URL links. Each entry opens the attached file directly. This section is hidden if no BOE links have been added.
Signature Chain
The approval chain for this work package’s estimate, showing each approval step, the approver’s signature, and the date signed. Steps without a completed signature show a blank signature area.
When to Use This Report
Use Cost Estimate Detail when you need to:
- Produce a cost review package: the full report includes every element needed for a formal cost review: estimate inputs, notebook justifications, risk assessment, and the signature chain.
- Verify estimate completeness: page through all work packages and check that each has resource assignments, notebook entries, and a completed signature chain.
- Client deliverable: export all work packages to a single Excel workbook for submission.
- Audit or audit preparation: the BOE links, notebook fields, and signature chain provide a complete paper trail for any work package.
Saved Views
Cost Estimate Detail supports named saved views that preserve your column layout and grouping settings across the three resource grids. Use the view selector in the toolbar to save and reload your own named views.
When viewing a system view, the message “Currently viewing a system view. Changes will not be saved.” appears at the top right.
Exporting
| Export Option | Output |
|---|
| Export Current WP | The currently displayed work package exported to Excel |
| Export All | All work packages exported to a single Excel workbook; one worksheet per work package (sheet named with the work package number), each containing the notebook fields, resource grids with data, and cost summary |
