PM> Reports> Budget

Budget Report

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). Click here for information on Project Maintenance.
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). Click here for information on Task Maintenance.
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 here for information on the Jobs Viewer window.
- 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). Click here for information on the View Reports window.