Using this application you can generate a report on the financial results of projects. The report will calculate the budgeted, forecasted, and actual revenues, costs, results, and WIPs. You can then export the report to Microsoft Excel or view projects and transaction cards for more details on each project.
The menu path to this application is Projects/Reports/Results.
You can select the projects to include in the report based on the project manager, project code, warehouse, budget scenario, project type, cost center, and customer. You can have the generated report grouped by customers, project managers, or item linked to the projects.
Note: All available columns are displayed in this example. You can add or delete columns as required. See Inserting and deleting columns.
Select Project manager, Customer, or Item (Linked to:Project) to group the report based on the selection.
Type or select a resource to display projects managed by the selected resource. Clear this field if you want to include projects managed by any resource.
Type or select the project codes range to include only projects within this code range in the report. Select All to include all projects.
Select a warehouse to include only projects linked to the selected warehouse. To include all projects regardless of warehouses, select All.
Type or select a budget scenario to calculate the results based on the selected budget scenario.
Type or select a date to calculate the results of the projects up to the selected date. The report will calculate the budgeted, forecasted, and actual costs, revenues, results, and WIPs as at the selected status date.
Select the relevant check boxes to include projects of these types in the report. You may select more than one.
Type or select the cost center range to include only projects linked to these cost centers in the report. Select All to include projects linked to any cost center.
Select this check box to exclude projects that are automatically generated from the report. For example, projects that are automatically generated from a sales order.
Select an account to include only projects ordered by the selected account in the report. Clear this field to include projects ordered by any account.
Select an account to include only projects invoiced to the selected account in the report. Clear this field to include projects invoiced to any account.
Click this to update the spreadsheet based on the defined criteria.
Click this to export the report into Microsoft Excel.
Click this to open the selected project maintenance card.
Click this to open the selected project transactions card.
Click this to exit.
Currently there are no related documents.