Format 1030 Report

Overview

The Format 1030 Report organizes your project’s cost data into the standardized code classification structure required by government contracting standards. Resource assignments are mapped to Form 1030 codes (government-standard cost categories) and the report displays cost data with time-phased columns and automatic subtotals at every level of the hierarchy. URL: /Reporting/Format1030Report/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. The report does not load until a project is selected.

Filters

Filter	What It Controls
Project	The project to report on
Report Type	How data is organized in the grid (see Report Types below)
Cost Class / Cost Set	Radio toggle: switch between filtering by individual cost class or a configured cost set
Cost Class (or Cost Set)	Which cost class(es) to include. Multi-select; you can include multiple cost classes. Default: Budget.
Currency Divisor	Display values in base dollars, thousands (K), or millions (M)
Calendar	For projects with a custom calendar only: select which calendar’s period labels to use for time-phased columns. Hidden for standard fiscal year projects.

Report Types

Use the report type selector to choose how data is organized:

Report Type	Description
Timephase Grouped by WBS / Work Package	Costs organized hierarchically by WBS Level 1–3 and work package, with Form 1030 code as the top group. Default view.
Timephase Grouped by Resource Assignment	Costs organized by individual resource assignment, including RA-specific fields (BOE, Cost Basis, RA Notebook fields)
Timephase Grouped by Resource ID	Costs organized by resource code hierarchy
Fiscal Year	A summary view aggregated by fiscal year with resource as a secondary group; no time-phase period detail

Reading the Grid

Hierarchy

The grid loads collapsed by default. Expand rows by clicking them, or use the Expand All Groups / Collapse All Groups link above the grid. Form 1030 code is always the outermost group. The inner grouping depends on the selected report type:

Timephase Grouped by WBS / Work Package: Form 1030 → WBS Level 1 → WBS Level 2 → WBS Level 3 → Work Package
Timephase Grouped by Resource Assignment: Form 1030 → Resource Assignment
Timephase Grouped by Resource ID: Form 1030 → Resource hierarchy
Fiscal Year: Form 1030 → Resource → Fiscal Year

Each group row shows summed totals for all numeric columns, so you can read roll-up costs at any level without expanding to detail rows.

Columns

Always visible:

Column	Description
Form 1030	The Form 1030 code and description: primary grouping for all report types

Visible by default depending on report type:

Column	Visible For
WBS Level 1–3	Timephase Grouped by WBS / Work Package
Work Package	Timephase Grouped by WBS / Work Package
Resource	Fiscal Year
Resource Assignment ID	Timephase Grouped by Resource Assignment
Fiscal Year	Fiscal Year report type
[FY2024], [FY2025], … (fiscal year columns)	All timephase types; columns for fiscal years within the project’s scope are visible; columns outside scope are hidden
FY Total	All timephase types (computed: sum of visible fiscal year columns)
[Calendar period columns]	Custom calendar projects only; one column per calendar period, plus a CL Total computed column
Total	Fiscal Year report type only

Hidden columns (available via column chooser):

Column	Description
WBS Number / WBS Description	WBS identifier and description separately
WBS Level N Number / Description	Sub-columns for each WBS level
Work Package Number / Description	Work package identifier and description separately
Resource Level 1–N	Resource hierarchy levels (number and description variants)
Resource Assignment Description	Description field on the resource assignment (Timephase Grouped by Resource Assignment)
BOE	Basis of Estimate link for the resource assignment (Timephase Grouped by Resource Assignment)
Cost Basis	Cost basis code for the resource assignment (Timephase Grouped by Resource Assignment)
Cost Class	Cost class for each row
Form 1030 Code / Description	Form 1030 code and description as separate columns
[RA Notebook columns]	One column per configured resource assignment notebook field
[WP Notebook columns]	One column per configured work package notebook field (Timephase Grouped by WBS or Resource Assignment)
[Resource Code columns]	One column per resource code classification (Timephase Grouped by Resource Assignment or Resource ID)
[Resource Result columns]	One column per resource result type (e.g., Hours, FTE, Travel Cost): hidden by default, currency results shown with divisor label
Results Total	Computed: sum of visible currency result columns
[Fiscal year columns outside project scope]	Fiscal years not within the project timeline

The column chooser is a custom popup with a search box. Click the column chooser icon in the toolbar, use search to find columns, check/uncheck to toggle visibility, and click Apply.

When to Use This Report

Use the Format 1030 Report when you need to:

Prepare government cost submissions: organize project costs by the Form 1030 standard classification codes required for contract reporting.
Verify 1030 code coverage: use Timephase Grouped by Resource Assignment to review which resource assignments are mapped to which Form 1030 codes and identify any gaps.
Analyze cost by classification: see how costs are distributed across Form 1030 categories over the project timeline.
Fiscal year summary: switch to Fiscal Year mode for a rolled-up view of costs by Form 1030 code and fiscal year without period-level detail.

Saved Views

The Format 1030 Report supports named saved views that preserve your column layout, grouping, and filter settings. 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 of the grid.

Grid Features

Feature	Description
Expand/Collapse All Groups	Link above the grid. Toggles all group rows at once.
Column chooser	Custom popup with search. Toggle visibility of WBS sub-columns, resource levels, RA/WP notebook columns, resource result columns, and more.
Search panel	Free-text search across all visible columns
Filter row	Per-column filter inputs; click Apply Filters to apply
Header filter	Click any column header for value-based filtering
Filter panel	Shows active filter criteria and allows clearing them
Group panel	Drag columns to add additional grouping levels
Context menu	Right-click a group row to expand or collapse it individually
Column fixing	Pin columns to the left side while scrolling

Exporting

Click the Download icon and select Export as Excel. The file is saved as Format1030Report.xlsx with data on a sheet named Form 1030. Empty WBS level group rows are automatically removed from the export.

Getting Started

Estimating

Earned Value

Reporting

Schedule

Risk

Admin

Concepts

Format 1030 Report

Overview

Prerequisites

Filters

Report Types

Reading the Grid

Hierarchy

Columns

When to Use This Report

Saved Views

Grid Features

Exporting

​Overview

​Prerequisites

​Filters

​Report Types

​Reading the Grid

​Hierarchy

​Columns

​When to Use This Report

​Saved Views

​Grid Features

​Exporting

Overview

Prerequisites

Filters

Report Types

Reading the Grid

Hierarchy

Columns

When to Use This Report

Saved Views

Grid Features

Exporting