5. Pivoting and Reporting Cost Data

Getting Started for Project Admins

If you're creating projects in Join, here is everything you need to get your project up and running.

Select a section below and scroll down to see the related information.

1. Navigating Join and Creating a  Project	2. Importing Baseline Estimates and Budgets	3. Tracking Ideas and  Opportunities
4. Visualizing Project Progress and Costs	5. Pivoting and Reporting Cost Data	6. Configuring Your Project and Inviting Your Team

Learning Objectives

• Get an overview of Join's built-in reports and how to access saved or shared reports
• Pivot Milestone Estimate and Item costs by your WBS
• Compare two stages of your project for cost variance by WBS

Reporting Overview

Understand how to access various built-in reports, as well as reports that have been shared with you by the project team.

Milestone Summary Report

Create a comprehensive view of costs from Estimates, Budgets, Running totals, and Items in your project.

Variance Report

Tell a story of how your project costs have progressed between two phases of the project and break that down by your WBS or Categorizations in Join.

4. Visualizing Project Progress and Costs	6. Configuring Your Project and Inviting Your Team