Summary

The Project Expenditure report displays Purchase Order encumbrances. This report can also be exported to Excel.

Step by Step

1     Open the Project Expenditure report (PM> Reports> Project Expenditure).

2     Configure the report.

• Enter a Project Code or click the field label 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).
  • Project codes are attached to a project when the project is created (PM> Maintenance> Project).
• Enter a Task Code or click the Browse icon 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).
• Select a Date for the report. This field will default to today’s date.
• Check the Include closed purchase orders toggle to include both open and closed purchase orders in the report.
• 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.

• 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).