Summary

The Project Expenditure report displays Purchase Order encumbrances. This report can also be exported to Excel.

Step by Step

1     Open the Project Expenditure report (PM> Reports> Project Expenditure).

2     Configure the report. 

• Enter a PM Project or click the field search button   to select one from a list.
  • The project code field label is user defined and may not match the example used here. The field label is determined on the Miscellaneous Field Label Maintenance window (SS> Utilities> Miscellaneous Field Labels).
  • Project codes are attached to a project when the project is created (PM> Maintenance> Project).
• Enter a PM Task or click the field search button to select one from a list.
  • The task code field label is user defined and may not match the example used here. The field label is determined on the Miscellaneous Field Label Maintenance window (SS> Utilities> Miscellaneous Field Labels).
  • Task codes are created and maintained on the Task Code Maintenance window (PM> Maintenance> Task).
• Select a Date for the report. This field will default to today’s date.
• Use the Account From and Account To fields to filter the report by account number.
• Use the JE Date From and JE Date To fields to filter the report by journal entry date.
• Use the Misc Label From and Misc Label To fields to filter the report by the contents of the Misc 1, 2, and 3 fields. These field labels will match the field labels set on the Miscellaneous Field Label Maintenance screen.
• Check the Include closed purchase orders toggle to include both open and closed purchase orders in the report.
• Check the Include Locked Tasks toggle to include PM Tasks that have been locked.
• The report will display the Project number, PM Task code, PM Type code and Description, Reference number, Budget amount, Vendor Name, PO number, PO Original Amount, PO Expended Amount, Encumbered amount, and Available Budget. The report will also be totaled by Project.

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.