PM> Reports> Budget

Budget Report

 

Summary

 

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

 

Related Links

 

Click here for information on Project Maintenance.

Click here for information on Task Maintenance.

 

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). Click here for information on LEMS Maintenance.
  • 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.
  • 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.
  • 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 PDF to print the report in the default Springbrook format.
    • Select Excel to export the report data to an Excel spreadsheet as unformatted data.
    • 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.
  • 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.