Project Creation and Processing: Related Report and Inquiry Forms

In the following sections, you can find details about the reports you may want to review to gather information about projects.

Attention:
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.

Finding Projects Related to a Customer

You can prepare a report with all the projects related to a particular customer on the Projects (PM631000) report form. In the prepared report, the projects are listed, along with their descriptions, statuses, and start dates.

Printing the Project Balance

While you are viewing a project on the Projects (PM301000) form, you can prepare a printable document showing the project balance at the project task level of detail; to do this, you click Print Project Balance on the More menu (under Reports). The system opens the printable document with the project balance on the Project Balance (PM621000) report. Then you can review the project balance, which is grouped by project tasks.

Reports with Closed Projects

Closed projects are hidden from the UI. But you can still analyze closed projects’ past performance and include them in analytics by using these reports, which include projects with all statuses:

  • Employee Hours (PM622000): Displays the work hours that your employees have spent on specific projects and project tasks.
  • Project Cost History (PM706230): Shows cost transactions for projects. For each project, documents are grouped by account group and cost code (if applicable) and listed by reference number.
  • Project Tasks (PM632000): Provides the list of projects with a breakdown of the project tasks, including each task's description, status, start and end dates, and default account (and subaccount, if applicable).