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, attachments), 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.
Prerequisites
- Select a project, WBS, and work package. The report does not load until all three are selected.
Navigating Work Packages
The report displays one work package at a time. Use the Previous and Next navigation buttons to page through work packages in order. A counter shows your current position (e.g., “Work Package 3 of 47”).
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: project name, work package number, WBS and WBS description, CAM assignment, and funding source.
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.
Risk and Contingency
How contingency was calculated for this work package: the risk assessment inputs and the resulting contingency amount included in the estimate.
Resource Grids
Three grids present the cost estimate broken out by resource type:
| Grid | What It Shows |
|---|
| Labor | Labor resources: hours, rates, and costs by resource code |
| Non-Labor | Non-labor resources: materials, equipment, and other direct costs |
| Travel | Travel resources: trips, per diem, and related costs |
Schedule Activities
The schedule activities linked to this work package — activity IDs, names, start/finish dates, and current percent complete from the live schedule.
Supporting Documents
Attachments and links associated with this work package. Each entry is clickable and opens the attached file or URL directly.
Signature Chain
The approval chain for this work package’s estimate, showing who signed off, their role, and the approval date.
Available 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 |
| Cost Class | Which cost class to display (defaults to Budget) |
| 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) |
Exporting
| Export Option | Output |
|---|
| Export Current WP | The currently displayed work package exported to Excel or PDF |
| Export All | All work packages in the project exported to a single Excel workbook or multi-page PDF |
