Report Revenue and Cost on a Non-Backlog Project Budget

To report revenue and cost on a non-backlog project budget, complete the following steps:

  1. Select Project as the management context.

  2. Select the New Business & Proposal module.

  3. In Reports & Actions, select N.P.T.2 Non-Backlog Proj. Bgt. Summary (Rev/Cost).

  4. Click Open to open the report.

  5. Click the red dot to open an Active New Business Budget report. Employees and Vendors are organized by cost categories for seven accounting periods.

  6. Click the + symbol to view more detail.

  7. From the drop-down list, select Labor to view the Total Raw Budgeted cost for labor for the entire period of performance of the project.

  8. Click the Excel icon to export the data. Excel launches and displays the report.