Summary

The Expense vs. Budget by Task Report allows you to review the financial progress of Project Management projects at the project and task level. The report provides detailed information on project/task expenses to date and what percentage of the total project/task budget those expenses represent.

Step by Step

1     Open the Expense vs. Budget by Task window (PM> Reports> Expense vs. Budget by Task).

2     Configure the report.

• Enter a Project Label or click the field label to select an existing project from a list.
  • Projects are created and maintained on the Project Maintenance window (PM> Maintenance> Project).
• Enter a Task Label or click the field label to select a task from a list.
  • If you do not select a Task Label, the report will display all of the tasks associated with the selected Project.
  • Tasks are created and maintained on the Task Maintenance window (PM> Maintenance> Task).
• Enter a date range in the Date From and Date To fields. If no date range is specified, the report will display the entire project/task history.
• Check the Include uncommitted journal entries toggle to include both committed and uncommitted journal entries in the report.
• Check the Show LEMS detail toggle to include and sort the report by LEMS designation.
• The report will display the Project Label, Task Label, LEMS designation (if the toggle is checked), Budget amount, Activity within the date range, Previous Activity, Budget Variance, Encumbered amount, Uncommitted PO's, Available amount and the Percentage Available. A Task total, Project total and Report total will also be provided.

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).