Overhead in the Project Budget: Related Reports and Forms

In the following sections, you can find details about the reports and forms you may want to review to gather information related to the allocation process performed for a project.

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.

Reviewing Allocation Transactions

You can review the list of all the corresponding allocation transactions of a project, including reversing allocation transactions, on the Project Transaction Details (PM401000) form. In the Selection area of this form, you select the project, as well as the project task, account group, and inventory item to narrow the listed project transactions. You can select the Show Only Allocation Transactions check box in the Summary area of the form to review only allocation transactions in the table. If the Allocation is in the Orig. Doc. Type column of the table, the transaction in the line is an allocation transaction.

Tip: The project transactions that have already been used as a source of allocation transactions have the check box selected in the Allocated column.

Printing Allocation Transactions

You can prepare the printable list of project transactions related to a particular project, including allocation transactions and reversing allocation transactions, by using the Project Transactions (PM633000) report.

Note: The report shows the project transactions that the signed-in user has access rights to view.

Reviewing Project Balances

You can review the project budget broken down by account group on the Balances tab of the Projects (PM301000) form. To review the corresponding project transactions of an account group, including allocation transactions and reversing allocation transactions, you click the line with this account group; then on the table toolbar, you click View Transactions, and the system opens the Project Transaction Details (PM401000) form.