PowerSchool ERP Budget Preparation

Requested Project Worksheet

Use this option to generate a report showing project budget data at the Requested level for selected ledger accounts.

  • For each ledger account, the report shows the Requested Base and New amounts compared to the record's prior year budget, current year budget, and year-to-date amounts.

  • The Requested Project Budget Worksheet report is organized based on the first two Project Ledger reporting levels tied to the ledger accounts selected.

  • A separate page prints for each unique combination of Level 1 and Level 2 records included in the report.

Menu Path:  Budget Preparation > Reports > Projects > Requested Worksheet

Generating the Requested Project Budget Worksheet report

  1. Select Budget Preparation > Reports > Projects > Requested Worksheet to display the Requested Worksheet page.

  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. In the Options for Printing Notes section, select:
    Do Not Print Notes - to exclude notes from the report.
    Print Notes Only - to include notes and exclude budget amounts.
    Print Notes And Amounts - to include notes and budget amounts.

  4. Click OK.

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