Projects
Use this document when you need to produce a full print out of a
Project or range of Projects, including all
Project Transactions and invoicing details.
- Project
- Paste Special
Project register, Job Costing module
- Range Reporting Alpha
- If necessary, enter here the Project Number of the Project (or range of Projects) for which you wish to have documents printed.
- Project Class
- Paste Special
Project Classes setting, Job Costing module
- Enter a Project Class to print documents for all Projects in that Class.
- Transaction Period
- Paste Special
Reporting Periods setting, System module
- Enter a report period. Documents will only be printed for Projects for which there is at least one Project Transaction whose date falls in the report period. The field is ignored if the check box below is off.
- Only Projects with Transactions
- Check this box if you only wish to print documents for Projects for which Project Transactions exist.
When designing the Form to be used when printing Projects, some special fields are available to provide comparisons between a Project and its Budget, and between the revenue raised by a Project and its costs. In some cases, the Field Argument can be used to specify what is to be printed. These fields are:
Fieldname | Field Arg | Prints |
Budget for Project | blank | Total Sum from Budget record (time + material + stocked + other) |
| 1 | Total quantity from Budget record (time + material + stocked + other) |
Cost for Project | | Total Costs from Project Transactions (time + material + stocked + other), both invoiced and uninvoiced |
Difference with Budget | blank | Total Sum from Budget record less Total Sum from Project Transactions, both invoiced and uninvoiced |
| 1 | Total quantity from Budget record less total quantity from Project Transactions |
Difference with Cost | | Total Sum from Project Transactions less Total Costs from Project Transactions (i.e. total gross profit from Project Transactions) |
Invoiceable for Project | blank | Total Sum from uninvoiced Project Transactions |
| 1 | Total quantity from uninvoiced Project Transactions |
Invoiced for Project | blank | Total Sum from invoiced Project Transactions |
| 1 | Total quantity from invoiced Project Transactions |
For example, a Project has these two Project Transactions:
Neither has been invoiced yet, so the Invoiceable for Project field will show 550.00 if the Field Argument is blank and 10.00 if the Field Argument is 1.