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Use this report to analyze category WIP by comparing actual and budgeted values.

The following table shows the relationship between the values in the report columns and the posting setup.

Navigating the report

The following links and table provide descriptions for the controls in this report.

Enter criteria on the General tab

Prepare batch processing on the Batch tab

Fields

Field

Description

Select whether to include each project type in the report.

Select whether to include each transaction type in the report.

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Specify a start date and end date to include in the report category earnings that are posted in Project.

Note Note

When you select in the field, the break date that you enter determines where the calculation of actual values ends and the calculation of budgeted values begins.


/ /

Specify a start date and end date to include in the report category earnings that are posted to the ledger.

Note Note

When you select in the field, the break date that you enter determines where the calculation of actual values ends and the calculation of budgeted values begins.


  • Select to display the difference between the actual values and the budgeted values in the report.

  • Select to display the actual values plus budgeted values in the report.

Select the forecast model that you want the report to use.

Select whether to exclude from the report unidentified projects, such as internal projects.

Select whether to exclude from the report all on-account transactions that are not attached to any category.

Select how you want decimals to appear in the report.

See Also