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kjones

Project Totals Per Month

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Hello - I'm looking to produce a single report that can pull all of our active projects into one list and identify how much we've spent on each of them in a specific month. I attempted to perform this through the transaction detail report but it seems like you have to run it for each project which doesn't satisfy the requirement of information living in a single view/report. Is there another way to produce this report? 

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    Hello Kjones,

    The only way to get that report and to get it on multiple projects, would be to write it in Crystal. That would be assuming you have a reporting license from us and all the projects you want included on the report are all in the same database.

    I had to go look at that report, since I had forgotten what was on it, but I was able to quickly re-write the report on Crystal. See Running a report on multiple companies which is written more from the Depreciation point of view and there is no Project number in Planning, but the steps themselves still apply.

    ~Delray

*Community Hub is the new name for Sage City