Generating Cost Reports from Time Reports

Creating cost reports has become even easier. There are two ways to transfer the report created in the Time Tracking tab to the Cost Reports tab:

Option 1: From the Time Reports List

1. Navigate to the Time Tracking section and switch to the Time Reports tab.

2. Locate the required Time Report.

3. In the Action column, click on the Generate Cost Report icon/button.

Option 2: Directly from the Time Report

1. Open the specific Time Report you wish to use.

2. Navigate to the Scope tab.

3. On the right side of the screen, click the Generate Cost Report button.

Configuration

Once you click Generate Cost Report, a creation modal window will appear.

• Pre-filled Data: The Report Name, Scope, Start Date, and End Date will be automatically filled based on the Time Report you selected.

• You can manually edit any of these fields before creating the report.

After filling in all necessary fields, click Generate. You will see a confirmation modal with a link to navigate directly to the newly created Cost Report.

The report will also appear in the general list under the Cost Reports tab.

Important Notes:

• Report Status: The Cost Report is created in Draft mode. You can review and edit it immediately after creation.

• Source Status: You can generate a Cost Report based on a Time Report in any status (whether it is Draft or Completed).

• No Dynamic Sync: The Cost Report does not permanently inherit data from the Time Report. It is created based on the current state of the Time Report at the moment of generation.

  • Example: If a user generates a Cost Report based on a Time Report and subsequently changes fields in the original Time Report, the data in the already created Cost Report will not change.

If you need help or want to ask questions, please contact SaaSJet Support or email us at support@saasjet.atlassian.net .

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