Account Groups: Related Reports and Forms

In the following sections, you can find details about report and inquiry forms that provide users with project information broken down by account groups.

Note:

If you do not see a particular report or form that is described, you may have signed in to the system with a user account that does not have access rights to the report or form. Contact your system administrator to obtain access to any needed reports or forms.

Viewing a Budget Summary by Account Groups

If you want to view a budget summary broken down by account groups, you can use the Budget Summary by Account Group (PMPV0010) form, which is a pivot table. On this form, you can explore the particular amounts of project budgets; the pivot table uses data provided by the Budget Details (PMGI0010) generic inquiry form. The amounts are grouped by types of account groups and then by account groups.

You can edit the pivot table to reorganize and summarize the data of the underlying generic inquiry, so that you can view the data from different perspectives. You can also click any link in the table to explore the details of the budgets on the Drilldown Filter Applied filter tab of the Budget Details generic inquiry form.

Viewing Project Budget Amounts by Account Groups

If you want to view the account group balances for project tasks grouped by project, use the Summary report format of the Project Balance (PM621000) report. For each account group, this report shows the total of all amounts posted to all the accounts included in this account group for a particular project. The balances in this report are listed along with their budgeted, revised, and actual quantities and amounts. To view project balances at the project task level, you can use the Detailed report format of the report.

Also, you can view the budgeted, revised budgeted, and actual balance of each account group for a particular project on the Balances tab of the Projects (PM301000) form.