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PM Budget Report

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Summary

The Budget Report is used to print budgets filtered by Date, Project and Task.

Step by Step

 

1     Open the Budget window (PM> Reports> Budget).

 

2     Configure the report.

  • If you would like to print all project budget, simply specify a date range and print the report.
  • Enter a PM Project or click the field label to select one from a list. This will filter the information included in the report by PM Projects.
    • Projects are created and maintained on the Project Maintenance window (PM> Maintenance> Project).
  • Enter a PM Task or click the field label to select one from a list. This will filter the information included in the report by PM Tasks.
    • Tasks are created and maintained on the Task Maintenance window (PM> Maintenance> Task).
  • The YTD Date From and YTD Date To fields are used to specify a date range for the report.
  • Check the Include uncommitted journal entries toggle to include uncommitted journal entries in the printed report.
  • Check the Print balance sheet budgets toggle to include Asset Budget, Liability Budget and Fund Budget details in the printed report.
  • The report will display the Type Code, Description, Revenue Budget, Expense Budget, YTD Amount, Variance and Percent Available.

 

3     Print the report.

  • Click the Print icon to process the report immediately or enter a date and time in the field next to the Print icon to schedule the report to generate at a later time. You can view the progress of the report on the Job Viewer window (SS> Utilities> Show Scheduled Jobs).
    • Click the Print icon drop-down menu and select Print Preview to preview the report before printing.
    • Click the Print icon drop-down menu and select Excel to export the report data to an Excel spreadsheet as unformatted data.
    • Click the Print icon drop-down menu and select Excel (Formatted) to export the report data to an Excel spreadsheet that includes much of the Springbrook formatting found on the printed version of the report.
    • Once the report is generated, you can also display the report using the View Reports window (SS> Utilities> View Report).
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