Project Transactions: 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 project transactions.

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 Project Transactions and Corresponding GL Batches

You can review the list of all the corresponding transactions of a project 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 also find the batch of general ledger transactions that correspond to any listed project transaction on this form. In the table, for a particular transaction, you can find the reference number of the corresponding batch of GL transactions in the GL Batch Nbr. column. You click the link in this column to view the details of the batch on the Journal Transactions (GL301000) form.

Printing Project Transactions

You can prepare the printable list of project transactions related to a particular project using the Project Transactions (PM633000) report.

Reviewing the Actual Project Amounts

While you are viewing a particular project on the Projects (PM301000) form, you can quickly get more information about a project budget line. That is, for any line on the Revenue Budget or Cost Budget tab with a nonzero actual amount, you can view the project transactions. To review these project transactions, you click the project budget line; then on the table toolbar, you click View Transactions, and the system opens the Project Transaction Details (PM401000) form.

Reviewing Project Balances

You can review the project balance broken down by account group on the Balances tab of the Projects (PM301000) form. To review the corresponding project transactions of an account group, you click the line; then on the table toolbar, you click View Transactions. The system opens the Project Transaction Details (PM401000) form in a pop-up window.