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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:
FieldnameField ArgPrints
Budget for ProjectblankTotal Sum from Budget record (time + material + stocked + other)
1Total quantity from Budget record (time + material + stocked + other)
Cost for ProjectTotal Costs from Project Transactions (time + material + stocked + other), both invoiced and uninvoiced
Difference with BudgetblankTotal Sum from Budget record less Total Sum from Project Transactions, both invoiced and uninvoiced
1Total quantity from Budget record less total quantity from Project Transactions
Difference with CostTotal Sum from Project Transactions less Total Costs from Project Transactions (i.e. total gross profit from Project Transactions)
Invoiceable for ProjectblankTotal Sum from uninvoiced Project Transactions
1Total quantity from uninvoiced Project Transactions
Invoiced for ProjectblankTotal Sum from invoiced Project Transactions
1Total 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.