Project Budget Report

Modified on Mon, 11 May 2020 07:38 by Ryan Horne — Categorized as: Project Management, Reporting and Report Sets

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General Info¶

Default Menu Location Reports >> Project Management >> Project Budget Report

Function The Project Budget Report will provide the same information that the Budgeting tab displays in a report form for a project or selection of projects.

Filters¶

Project # Range: Range of Project numbers to include in the report results.

Date Range: Date Range used to determine the breakdown of Actual, Purchase Order, and Committed costs.

Actual Cost: Date referenced is invoice date. If items have been shipped within the entered date range, or if Labor / Sales Tax costs have been accrued within the entered date range, they will show up in the Actual Cost column.

PO Cost: Date referenced PO Date from the linked PO.

Committed Cost:

-Produced Items: Date referenced is the date that materials were assigned to a Production Work Order.

-Packed Items: Date range will not work retroactively for packed items. They will always show their most recent status.

-Purchased Items: Date referenced is the Purchase Order receipt date.

Project Bill Type: Multi select filter to allow selecting a combination of Project Bill Types.

Project Status: References the Complete checkbox on the Project Master screen.