Select GL Project Balance Overview

Explanation

Use this activity to select balances for one or several projects. Projects Analysis displays basic information for one or several projects.

Prerequisites

Before project information can be queried, the following must have been completed:

• Basic information for the project(s) must have been entered in the Project Accounting folder in IFS Financials.
• The financial transactions for the project/projects must have been updated to the general ledger.
• The authority rules for making queries must have been specified. This is done via the Basic Data folder in IFS/General Ledger.

System Effects

As a result of this activity, the user can use the Zoom-in function to define how the selected balances are to be displayed on screen.

Window

Projects Analysis

Related Window Descriptions

Project Analysis

Procedure

Use the following procedure to select and display the project information:

1. Open Projects Analysis.
2. Use the Search function. Specify the selection of balances in the Search dialog box. Confirm the information.
3. Define how to display the balances in the Zoom-in dialog box. Confirm the information. The balance information is displayed on the screen.
4. Mark one or several rows and use the Voucher Information operation, if appropriate.