Description
The Budget Backlog is a report that compares Budget Amounts (Labor,ODC,OCC & ICC) to Billed and Unbilled WIP (billing status of R or H).
Data: Figures come from the following:
Budget - Labor/ODC/ODD/ICC Budget Amounts entered through Project Planning.
Unbilled - Transactions come from the Time Sheets, Purchase Journal, Employee Reimbursables Journal, Disbursement Journal applets. Unbilled only includes transactions with a Bill Status of R (Ready to Bill) and H (Hold).
Billed - Billed numbers come from the Sales Journal, Receipt Journal, General Journal applets.
Note: This report honors Project Roles Filtering. Form more details read this article CLICK HERE.
Prompt
Date Ranges
| • | As of Date - The As of Date is the transaction cut-off date for this report. This number effects only the Billed and Unbilled number since Budgets are not date sensitive. |
General
| • | Project - Allows you to filter to a specific Project. When blank, All Projects are returned. |
| • | Include Inactive Projects - When selected, Projects that are Inactive are returned in the report. |
| • | Only Projects with Budgets - When selected, only projects that have Budget Numbers from Project Planning populate the report. |
| • | Project Currency - The Currency Code to be used when running the report. Options are set in the Multi-Currency applet. More on Multi-Currency |
Report
Report Columns
| • | Budget Amount - Budget Amounts from Project Planning. Includes Labor, ODC (Other Direct Charges), OCC (Out-of-Contract Consultants) and ICC (In-Contract Consultants) |
| • | Billed (Budget) - Billed Revenue numbers from the Sales, Receipt and General Journals that go against project nodes that have a budget. |
| • | Unbilled (Budget) -The Effort amount of transactions that have a Bill Status of R (Ready to Bill) and H (Hold) that go against project nodes that have a budget. |
| • | Billed (Non-Budget) - Billed Revenue numbers from the Sales, Receipt and General Journals that go against project nodes that do not have a budget. |
| • | Unbilled (Budget) -The Effort amount of transactions that have a Bill Status of R (Ready to Bill) and H (Hold) that go against project nodes that do not have a budget. |
Sample(s)
|