To run the Detailed Expense Breakout report

About this task

This report requires the Financial Management Module.

Procedure

  1. Select Operations > Projects.
  2. From the list of projects, select the one to report on.
  3. Click the Analysis tab of the project.
  4. From the Report Type pull-down menu, choose Detailed Expense Breakout.

    The report for the current quarter displays. If there is data for more than one quarter, you can choose a different quarter for the report from the Fiscal Quarter pull-down menu.

Results

Data is organized for the selected quarter, as follows:

Table 1. Data on the Detailed Expense Breakout report
Section Description
Accounts Displays three columns (actual, committed, and forecast) of the budget information for the account. The data for each account is displayed on its own row. The first row contains summary data for all accounts.
Cost categories Displays three columns (actual, committed, and forecast) of budget information. The data for each category is displayed on its own row. The first row contains summary data for all cost categories.
Vendors Displays actual money spent per vendor. There is one row per vendor, and the first row presents summary data.