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This text refers to program version 4.2  

Budget Follow-Up

Using information taken from the Project Transaction register, this report compares the value and cost of the work done on each Project with the amount budgeted in the Project Budget register.

For each Project, the report shows the total invoiceable value, cost and margin, and the total budgeted value and gross profit. These figures can be per Project or for each Item.

The figure for total invoiceable value will depend on the invoicing options on the 'Invoicing' card of the relevant Project Budget record. If these options are set to Actual, the total invoiceable value will be calculated from Project Transactions. If these options are set to As Budgeted, the total invoiceable value will be taken from the appropriate Project Budget row. The cost figure will be calculated from Project Transactions, and the margin will be the difference between the invoiceable value and the cost.

When printed to screen, this report has Hansa's Drill-down feature. Click on any Project Number in the report to open the Project.

Period

Paste Special    Reporting Periods setting, System module

The report period.

If you use the Only Transactions in Period option (below), only Project Transactions whose Date falls within this period will be included in the report. Also, only Project Budget rows whose Invoice After Date falls within this period (and those without an Invoice After Date) will be included in the report.

If you are not using the Only Transactions in Period option, all Project Transactions and all Project Budget rows will be included in the report.

Project

Paste Special    Project register, Job Costing module

Range Reporting    Alpha

Enter a Project Number or leave blank to show all Projects.

Item

Paste Special    Item register

Enter an Item Number to restrict the report to a single Item, perhaps one representing a particular type of work.

Function

These options can be used to control the level of detail shown in the report.

Overview

This option contains total figures for each Project.

Per Item

Within each Project, this option displays subtotals for each Item used or budgeted.

Include

Choose whether invoiced and/or uninvoiced Project Transactions are to be included in the report. At least one of the options must be selected, or the report will only show budgeted figures.

Only Transactions in period

Check this box if you want to restrict the report to a particular period, as described for the Period field above.

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