Modify a Project Budget by Period Report

Before you can perform this task

Turn on the Projects feature

Select the Project Budget by Period report you want to modify:

Project Budget by Period Summary

  1. In the Home window, open the Report Centre. Select Projects and then Project Budget by Period Summary. Click Modify this report.
  2. (Optional) Select the Template you want to use for the report.
  3. (Optional) Select Include inactive projects.
  4. Select the projects you want to include in the report. Click Select All to report on all projects in the list.
  5. (Optional) Customize the:
  6. (Optional) Save the report as a template in My Reports.
  7. Click OK to display the report.

Project Budget by Period Detail

  1. In the Home window, open the Report Centre. Select Projects and then Project Budget Detail. Click Modify this report.
  2. (Optional) Select the Template you want to use for the report.
  3. Select either Current year or Previous year.
  4. Enter Start and Finish periods for the report.
  5. (Optional) Select Include inactive projects.
  6. Select the projects you want to include in the report. Click Select All to report on all projects in the list.
  7. (Optional) Select Include grand total for all selected projects to report the total net income of the selected projects.
  8. (optional) Customize the:
  9. (Optional) Save the report as a template in My Reports.
  10. Click OK to display the report.

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