PowerSchool ERP Budget Preparation
PowerSchool ERP Budget Preparation
Breadcrumbs

Generic Project Report Option

Use this option to set up a project report according to your specifications. The system allows you to create up to seven columns, each of which you can define in terms of the data to include.

The Summarized Project Budget Report page provides a Sort item for defining the report's sort order, the organization levels to use for totals, and the levels where page breaks should occur.

Tip

The sort order, totals, and page breaks in the Report Sort/Total page significantly affect the report's layout. Therefore, we recommend that you use the Sort item to review the page's current settings before running a report. If needed, you can enter different settings.

Menu Path:  Budget Preparation > Reports > Projects > Generic Report

Generating the Summarized Project Budget report

  1. Select Budget Preparation > Reports > Projects > Generic Report.

  2. In the Report Criteria section, enter your selections in the Summary Level and Account Summarization fields.

  3. Click OK.

  4. In the Selection Criteria section, enter criteria to identify the accounts to include in the report.

  5. Click OK to display the Generic Budget Report page.

  6. In the Report Title field, enter a title for the report.

  7. Click OK.

  8. In the List section, define up to seven columns of data to include for the accounts selected.

  9. Click OK.

  10. In the Print window, specify how to generate the report, and then click OK. The report's default file name is bsumrept.rpt.

Summarized Project Budget Report Page

Fields

Fields

Description

Report Criteria Section

Summary Level

Select one of the following from the drop-down list:

Total For All Projects

*Project*

*Function*

Note

The examples use three levels for projects: Project, Function, and Task. Your system may use more or less levels than this.

Account Summarization

Select one of the following from the drop-down list:

1 - Top Level Only
2 - Top 2 Levels
3 - Top 3 Levels
4 - All Levels

Selection Criteria Section

*Project*

Code identifying the low-level Project Ledger record that applies to this account. The title is defined in the Budget Preparation Profile.

Account

Code of the Account List record that is being used in combination with the project code to identify the account.

Generic Budget Report Page

Report Title

Enter a title to display at the top of the report. Character/57

Using the following fields, you can define up to seven columns to include in the report for the accounts selected.

Column

System-generated sequential number (1-7). Display only.

Data Type

The type of budget data to include in a column for each account.

Select:

A - Actual
B - Previous Year
C - Iteration
D - Requested
E - Recommended
F - Approved
G - Dashes
H - Current Year Estimate

Base/New

Indicate whether to include base data, new data, base and new data combined, or the current year estimate.

Select:

B - Base Program - to include base budget data.
C - Current Year Est - to include the estimate for the current year
N - New Program - to include new budget data.
P - Base Plus New - to include the sum of base and new data.

Year

Select the budget year from the field’s drop-down list.

Iteration

Use the field’s Lookup button to search for and select an iteration. This field only applies if you selected C - Iteration in the Data Type field.

Header Line 1

Enter the first line of the column’s title. The default depends on your selection in the previous fields. If needed, you may enter text to replace the default. Character/13

Header Line 2

Enter the second line of the column’s title. The default depends on your selection in the previous fields. If needed, you may enter text to replace the default. Character/13

Phase

The default is based on the approval level tied to your entry in the Iteration field. This field only applies if you selected C - Iteration in the Data Type field. Display only.