Print Project Balance Report

Explanation

Use this activity to print the Project Balance Report. The report includes information on the project groups, the projects, and the balances on account level. Also, budget values can be included. The information is printed according to the selection of data specified by the user.

Prerequisites

Before the report can be ordered, the following must have been completed:

• The authority to make selections of data from the database must have been entered in the Authority folder in IFS/General Ledger.
• Information on the budget must have been entered in IFS/General Ledger. This is valid if you want to compare the project balances with budget values.
• The project must have been specified in IFS/General Ledger.

System Effects

As a result of this activity, the report is printed either on paper or to the screen display.

Window

Project Balance Report

Related Window Descriptions

Project Balance Report

Procedure

Use the following procedure to order and print the report from IFS Navigator:

1. Open Project Balance Report.
2. Specify the company to which the printout applies. Use the List button to change company if appropriate.
3. Specify an interval of project groups and/or projects for the printing. Use the List button to state the interval.
4. Specify an interval of project types.
5. Indicate an interval of project leaders.
6. Change the year and period if appropriate. (The current year and period is default.)
7. Specify Project Status.
8. Specify a year for the Ignore Projects Closed Before if appropriate.
9. Specify Budget Year and Budget Version if you want to compare the project balances with budget values.
10. Generate printing by clicking the Print button. Use the Preview button to view the report on the screen. The report layout appears in the Preview window. The report can then be printed by using the Print button.

Note: You can also order and print the report via Info Services/Order Reports.