Project workspaces and enquiries

Use the project enquiries and workspaces to investigate and find information about your projects. You can see details about your budgets, costs, revenue and project transactions.

Note: The enquiries and reports calculate period budgets differently, depending on how you have entered your budgets in your project hierarchy.

For the enquiries you can use the criteria options to filter the information displayed in a project enquiry. The criteria displayed will depend on the enquiry you are using.

You can amend workspaces to display data to suit your business processes or current task. You can use the filter options and column selector to choose the data that is displayed.

You can use the Workspace Designer to change the content or to create your own workspaces. You can add or remove content and change the available actions, the reports, the columns and how they are displayed, the default filters used for the toolbar filter and so on.

In the desktop application, workspaces can be opened from the Workspaces option on the main menu or from the options available on the Enquiries and other menus within each module.

If you open workspaces in a web browser, you select the module and then the workspace required. For example, selecting a workspace for the Nominal Ledger would be done by selecting Nominal Ledger and then the required workspace.

You cannot display archived projects on the project enquiries. To view the details of an archived project you can either use the archived projects reports, archived projects enquiry, or archived projects workspace.

The following enquiries and workspaces are available in Project Accounting:

Projects

Analysis

Transactions

Billing