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.
• Select the ALFRE designations that you would like to include in the report. 
  • Click the toggle next to the field title to select or deselect all the ALFRE designations.
  • ALFRE designations are attached to LEMS codes on the LEMS Maintenance window (PM> Maintenance> LEMS).
• Enter a PM Project or click the field search button   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 search button   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.

• Once the required report settings have been specified, click the Print button to print your report.
• Click the options arrow on the right side of the Print button to see other print options.
  • Select Send PDF to Job Viewer to print the report in the default Springbrook format.
  • Select Send Excel to Job Viewer to export the report data to an Excel spreadsheet as unformatted data.
  • Select Send Excel (Formatted) to Job Viewer to export the report data to an Excel spreadsheet that includes much of the Springbrook formatting found on the printed version of the report.
• Click the Schedule icon next to the Print button in order to schedule the report to generate at a later date and time.
  • Enter a Date and Time to generate the report and click SUBMIT.