Project Accounting setup reports

You can generate a variety of reports about your projects, project items and types, and additional information fields.

To prepare Project Accounting setup reports

Open: Project Accounting > Reports > Setup.

  1. Select the report that you want to produce:

    2. This report displays a list of your projects, including details of their status, percentage complete, customer, order number, quantity, unit price, and price quoted. The report can also be grouped by customer, or by status.

    There are three reports:

    • Setup.

      This report displays a list of your project items, grouped by project item type; including details of their unit cost, the pricing rules used for timesheets, stock issues and other costs, and whether they are an overhead cost item.

    • By Project.

      This report displays a list of your project items, grouped by project; including details of the project and status, the project item's code and type, and the last cost and billed dates.

    • Integration.

      This report displays a list of your project items, grouped by project item type; including details of their expense and revenue nominal accounts, and uplift rate value and percentage.

    This report displays a list of your project items types, including details of their status, expense and revenue nominal accounts, pricing rules for timesheets, stock issues and other costs, and whether they are an overhead cost item.

    This report displays a list of your additional information fields, including details of the field type.

  2. Enter the report criteria that you want to use to produce the report.
  3. Click OK.