Expense Summary

Use the Expense Summary report to compare actual amounts to budgeted amounts, by account. This report displays a subset of expense data from the Project Summary report, grouped by account number within each work breakdown structure level.

Source of Budget Data

If your firm uses the Vision Planning application, use the options on the Budget & Expense tab to select the source of the project budget data for the report:

  • Project Budget Worksheet in Accounting
  • The plan mapped to the projects in Planning

Multicurrency

If you are using the Multicurrency feature, a report may display amounts in different currencies. If the report contains a total for a column that contains mixed currencies, Vision display that total as ####, rather than as an actual amount. If you generate a report with a mix of currencies, you can include currency symbols or codes to identify the currency for each amount.

For more direct comparison of amounts, you can select a presentation currency for the report, and Vision converts all amounts to that currency. To do that, select Presentation Currency in Report In on the General tab of the Options dialog box and specify the currency and the date for determining exchange rates.

Options Dialog Box

Use the Options dialog box to specify reporting options for a report. Depending on the report, the dialog box contains one or more of the following tabs: General, Sorting/Grouping, Columns, Budget, Metrics, User Defined Sections, Activity, Drill Down, Layout, and Graph.

Related Topics:

  • Display the Expense Summary
    The Expense Summary report is a project report.
  • Expense Summary General Tab
    Use the General tab to select report options for the Expense Summary report and to save sets of options for reuse.
  • Activity Tab of the Options Dialog Box
    Use the Activity tab to specify a period for the report and to filter the report to only include projects, phases, or tasks with activity in that period.
  • Expense Summary Budget and Expense Tab
    Use the Budget and Expense tab to limit the expenses included on the report. If you are using Vision Planning, you can also use this tab to select the source of the project budget data on the report.
  • Expense Summary Columns Tab
    Use the Columns tab to select or clear columns, change column sequence, provide new column labels, set column widths, or select number and date formats.
Parent Topic: Project Reports Overview