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 Commitments of a Project

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

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

Reviewing Commitments by Project Budget Line

You can review the list of corresponding commitments of a project budget line with nonzero committed values on the Cost Budget tab of the Projects (PM301000) form. To review the corresponding commitments of a line, you click the line, on the table toolbar, click View Commitment Details, 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 corresponding commitments of an account group, you click the line, on the table toolbar, click View Commitment Details, 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