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
Type or select the project codes range to include only
projects within this code range in the report. Select All to include all
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
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
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
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.