Committed Costs: 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 about commitments.

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 the Commitments of a Project

You can review the list of a project’s commitments on the Commitments (PM306000) form. In the Selection area of this form, you select the project; you can also filter the selected transactions by selecting a project task, an account group, an inventory item, and the type of the document from which the commitment originates. The form also displays the total quantities and amounts calculated for these commitments.

Important:
The form displays the commitments associated with the branches to which your user has sufficient access rights.

Reviewing Commitments by Project Budget Line

You can review the commitments corresponding to a project budget line with a nonzero committed value on the Cost Budget tab of the Projects (PM301000) form. To review the corresponding commitments of a line, you click the line; then on the table toolbar, you click View Commitment Details, and the system opens the Commitments (PM306000) form.

Reviewing Commitments by Account Group

You can review the project budget broken down by account groups on the Balances tab of the Projects (PM301000) form. To review the commitments corresponding to an account group, you click a line; then on the table toolbar, you click View Commitment Details, and the system opens the Commitments (PM306000) form.

Reviewing Purchase Orders Related to a Project

You can review the list of purchase orders from which the project commitments originate on the Commitments tab of the Projects (PM301000) form.

Retrieving Committed Data for Analytical Reports

The commitment data is available in the analytical reports and aggregated by the following key fields of a project budget line:

  • Project ID: The project
  • Project Task ID: The project task
  • Account Group ID: The account group
  • Inventory ID: The inventory item