Project List
This is a simple listing of Projects, showing the name of the Customer and the Start and End Dates.
When printed to screen, this report has Hansa's Drill-down feature. Click on any Project Number in the report to open the Project.
- Project
- Paste Special
Project register, Job Costing module
- Range Reporting Alpha
- Enter a Project Number or leave blank to select all Projects.
- Project Leader
- Paste Special
Person register, System module
- Enter a Person's initials to report on all Projects where that person is recorded as Project Leader.
- Customer
- Paste Special
Customers in Customer register
- Range Reporting Alpha
- Enter a Customer Number to produce a report showing all Projects carried out for that Customer.
- Class
- Paste Special
Project Classes setting, Job Costing module
- Enter a Project Class to restrict the report to Projects of that Class.
- Salesman
- Paste Special
Person register, System module
- Enter a Person's initials to report on all Projects where that person is recorded as Salesman.
- Function
- These options control the level of detail shown in the report.
- Detailed
- In addition to the information shown in the Overview (below), this option shows the Contact Name and totals for time, materials, purchases and Stocked Items from the Project Budget. Any Down Payment Invoices are also listed.
- Overview
- For each Project, this option shows the Project Number and description, Project Leader, Customer Number and Start and End Dates.
- Overview with Name
- This option is the same as the Overview, except that the Customer Name is printed in place of the Start and End Dates.
- Sorting
- Use these options to determine the order in which the Projects will be listed in the report.
- Project Status
- Check the boxes to include Projects of different Statuses. At least one of these options must be selected, or a blank report will be produced.
- Active Projects
- Use this option to include in the report only those Projects that have been marked as Active or No More Transactions (using the options on the 'Terms' card of the Project screen).
- Finished Projects
- Use this option to include in the report only those Projects that have been marked as Finished.
- Project Type
- Check the boxes to include Projects of different Types. At least one of these options must be selected, or a blank report will be produced.
- Include Sub-projects
- Mother Projects and sub-projects can be used when there is an overall plan or scheme that consists of several smaller jobs. For example, if the overall plan (the Mother Project) is to move office, various sub-projects might be installing the network cabling, installing a telephone system and moving the stock to the new warehouse or stock room.
- Check this box if you would like the Project Budget figures for a Mother Project (shown in the Detailed version of the report) to be calculated from its own Project Budget record and from the Project Budgets of all its sub-projects. If you do not check this box, the Budget figures for the Mother will be calculated from its own Project Budget only. The sub-projects will be listed separately in the report, assuming they meet the other reporting criteria.
Introduction to Reports in the Job Costing Module
