PowerSchool ERP Budget Preparation

Project Budget Option

Use this option to generate a detailed report comparing your prior and current year project budgets with your requested, recommended, and approved project budgets.

The 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.

Important

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 > Project Budget

Generating the Project Budget report

  1. Select Budget Preparation > Reports > Projects > Project Budget.

  2. In the Report Criteria section, enter criteria identifying the records to include in the report. To perform an advanced search, use the Advanced button.

  3. Click OK.

  4. Select the Zero Balances checkbox if you want to display zero balance accounts in the report.

  5. In the Print window, specify how to generate the report, and then click OK. The report's default file name is projbud1.rpt.