Cost Estimate Detail

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

Summary Header

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

Cost roll-up:

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 assignment level contingency (when configured): shows only the overall contingency percentage and the estimated contingency amount.

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

Visible columns by default:

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

Hidden columns (available via column chooser):

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

Each grid supports grouping by resource hierarchy so you can collapse to higher-level subtotals or expand to the full resource-code detail. Subtotals and grand totals appear at every tier. Each grid has a column chooser, search panel, filter row, header filter, filter panel, and group panel.

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

This section is hidden if no schedule activities are linked to the work package.

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

The Excel export includes every section of the report in a professionally formatted workbook.

Getting Started

Estimating

Earned Value

Reporting

Schedule

Risk

Admin

Concepts

Cost Estimate Detail

Overview

Prerequisites

Filters

Navigating Work Packages

Report Sections

Summary Header

Notebook Entries

Risk Assessment and Contingency

Resource Grids

Schedule Activities

Supporting Documents

Signature Chain

When to Use This Report

Saved Views

Exporting

​Overview

​Prerequisites

​Filters

​Navigating Work Packages

​Report Sections

​Summary Header

​Notebook Entries

​Risk Assessment and Contingency

​Resource Grids

​Schedule Activities

​Supporting Documents

​Signature Chain

​When to Use This Report

​Saved Views

​Exporting

Overview

Prerequisites

Filters

Navigating Work Packages

Report Sections

Summary Header

Notebook Entries

Risk Assessment and Contingency

Resource Grids

Schedule Activities

Supporting Documents

Signature Chain

When to Use This Report

Saved Views

Exporting