PM> Reports> Project Expenditure
Summary
The Project Expenditure report displays Purchase Order encumbrances. This report can also be exported to Excel.
Related Links
Click here for information on Project Maintenance.
Click here for information on Task Code Maintenance.
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). Click here for information on Miscellaneous Field Label Maintenance.
- Project codes are attached to a project when the project is created (PM> Maintenance> Project). Click here for information on Project Maintenance.
- 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). Click here for information on Task Code Maintenance.
- 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. Click here for information on Miscellaneous Field Label Maintenance.
- 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 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.