Project List

List each Project and view Cost and Capitalization.

Access

Grant permission to User Profiles in Access User Profiles > select a User Profile > Security > Project Costing > Menu Security > Project List.

Create Your Report

Select a Report Type of either a Summary or Detail report.

Choose a Report Order of Project ID or Project Name

Print Balances will include the Cost, Capitalization and Outstanding columns included on the report.

Enter a minimum Current Cost Balance to see only the projects with Cost of this amount or higher. Leave blank to include all balances.

Choose either Capital or Service as a Project Type.

In the Project Range section, All Projects selected by default. Create a Project Range by entering a Project ID in the From and To fields or search using the Search icon.

- Add additional filters when creating any report. See Use a PC Filter for more information.

Select Preview to view the report onscreen.

Select Print to send the report directly to the default printer.

 

View a sample report here.