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).
• 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).
• 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 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).