Summary

The Expense vs. Budget by Task Report allows you to review the financial progress of Project Management projects at the project and task level. The report provides detailed information on project/task expenses to date and what percentage of the total project/task budget those expenses represent.

Step by Step

1     Open the Expense vs. Budget by Task window (PM> Reports> Expense vs. Budget by Task).

2     Configure the report.

• Enter a PM Project or click the field search button to select an existing project from a list.
  • 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 a task from a list.
  • If you do not select a PM Task, the report will display all of the tasks associated with the selected Project.
  • Tasks are created and maintained on the Task Maintenance window (PM> Maintenance> Task).
• Enter a date range in the Date From and Date To fields. If no date range is specified, the report will display the entire project/task history.
• Check the Include uncommitted journal entries toggle to include both committed and uncommitted journal entries in the report.
• Check the Show LEMS detail toggle to include and sort the report by LEMS designation.
• The report will display the Project Label, Task Label, LEMS designation (if the toggle is checked), Budget amount, Activity within the date range, Previous Activity, Budget Variance, Encumbered amount, Uncommitted PO's, Available amount, and the Percentage Available. A Task total, Project total, and Report total will also be provided.

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.