PRINT PROJECT BUDGET SUMMARY

Use this screen to print total amounts for the selected project budget. Print baseline, workplan, and actual costs side by side. In addition, you can print approved and pending change orders and profit margins. You can print labor, unit, and ODC budget amounts only from the Print Project Budget Detail screen (Projects » Advanced Project Budgeting » Project Budget Reporting).

Use this screen any time to print summary (total) amounts for the selected project budgets. To obtain the most current project budgeting data, run the Create PSR Budget Report Tables screen (Projects » Advanced Projects Budgeting » Project Budget and ETC Master) before printing this report.

Select Project

Use the fields in this group box to limit the projects that will be included on the report.

Range

Use this drop-down list to select the range of projects to be included in the report. Valid options are:

The default for this field is All.

From

Enter, or use to select, the beginning project of the range you want to include in the report. If you select All or From Beginning in the Range field, this field will be inactive.

To

Enter, or use to select, the ending project of the range you want to include in the report. If you select All, One, or To End in the Range field, this field will be inactive.

Include Level ____ and below

Identify the highest project level that you want printed on the report. Balances will be rolled up to this project level.

The larger the number entered here, the greater the level of detail included in the report; to show all levels of detail, enter zero.

Select Organization

Use the fields in this group box to limit which organizations will be included on the report.

Range

Use this drop-down list to select the range of organizations to be included in the report. Valid options are:

The default for this field is All.

From

Enter, or use to select, the beginning organization of the range you want to include in the report. If you select All or From Beginning in the Range field, this field will be inactive.

To

Enter, or use to select, the ending organization of the range you want to include in the report. If you select All, One, or To End in the Range field, this field will be inactive.

Include Level ____ and below

Enter the organization level of detail you want to include in the report. The larger the number entered here, the greater the level of detail included in the report; to show all levels of detail, enter zero.

Select Account

Use the fields in this group box to limit which accounts will be included on the report.

Range

Use this drop-down list to select the range of accounts to be included in the report. Valid options are:

The default for this field is All.

From

Enter, or use to select, the beginning account of the range you want to include in the report. If you select All or From Beginning in the Range field, this field will be inactive.

To

Enter, or use to select, the ending account of the range you want to include in the report. If you select All, One, or To End in the Range field, this field will be inactive.

Include Level ____ and below

Enter the account level of detail you want to include in the report. The larger the number entered here, the greater the level of detail included in the report; to show all levels of detail, enter zero.

Select Reference Numbers

Use the fields in this group box to limit which reference numbers will be included on the report.

Range

Use this drop-down list to select the range of reference numbers to be included in the report. Valid options are:

The default for this field is All.

From

Enter, or use to select, the beginning reference number of the range you want to include in the report. If you select All or From Beginning in the Range field, this field will be inactive.

To

Enter, or use to select, the ending reference number of the range you want to include in the report. If you select All, One, or To End in the Range field, this field will be inactive.

Include Level ____ and below

Enter the reference number level of detail you want to include in the report. The larger the number entered here, the greater the level of detail included in the report; to show all levels of detail, enter zero.

Select

Use the options in this group box to select data to be printed on the report and the order in which it will be sorted.

Organization

Select this check box to view budgets by organizations. Use the Sort Order field to the right to determine the order in which budgets by organization will be printed.

Account

Select this check box to view budgets by accounts. Use the Sort Order field to the right to determine the order in which budgets by account will be printed.

Reference No.

Select this check box to view budgets by reference numbers. Use the Sort Order field to the right to determine the order in which budgets by reference number will be printed.

You cannot select this check box unless you have also selected the Period option in the Budget View group box.

Budget View

Use the options in this group box to select the method you wish to use to view the budget.

Total

Select this option to print only the totals for the selected project budget.

Period

Select this option to print the amounts, by period, for the selected project budget.

Budget Type

Use the options in this group box to select a baseline or workplan budget.

Baseline

Select this check box to include the baseline budget for the selected budget.

Workplan

Select this check box to include the workplan budget for the selected budget.

Select FY and Period

This group box is available only if you have selected the Period option in the Budget View group box.

From

Select the first year and fiscal period to be included in this report.

To

Select the last year and fiscal period to be included in this report.

Next

Click this button to access the second portion of this screen to customize the columns on your report.