Budget Report Options

SOLVED

Hello,

I am looking to run a report that produces:

  • Cumulative budget for specific cost codes across all projects 
  • Would like for the budget to include change order budget uploads
  • For Example, I am trying to tabulate and recap an entire year's budget for our Superintendent cost code across all jobs, which included original budget upload and change order budget uploads
  • Once I have a cummulative budget try to plan the year and, compare it to what we spent the previous year.

Any advice?

thanks

Parents
  • 0
    verified answer

    6-1-4-21 and check the combined box then select which jobs you want to include and it puts them together in one report and the budget includes the change orders and it includes the costs to date.  But no period or date selection so it looks like you have to run it at end of each year and then subtract one from the other in excel.  Or get custom report built.  There is already a pre-built calculated field for budget plus changes but you will have to edit for a specific cost code

Reply
  • 0
    verified answer

    6-1-4-21 and check the combined box then select which jobs you want to include and it puts them together in one report and the budget includes the change orders and it includes the costs to date.  But no period or date selection so it looks like you have to run it at end of each year and then subtract one from the other in excel.  Or get custom report built.  There is already a pre-built calculated field for budget plus changes but you will have to edit for a specific cost code

Children