Project Status Reports

Use the options on the Project Status Reports menu to list combined expenditure and revenue data for projects in a specified period and year. The report includes the budget, receipts and expenditures, year-to-date receivables and encumbrances balance, and year-to-date expenses and revenue, including encumbrances and receivables. In addition, it lists the project balance and percentage of budgeted expenditures spent.

You can generate a status report in one of the following formats:

Project Status Detail Report

Provides detailed status information by project. The default file name of the report is prostatd.rpt.

The report's title is defined by the Level 1 title used in your project accounting reporting structure. The Level 1 title is shown in asterisks here.

Project Status Report

Includes revenue and expenditure status information at the project or sub-project level. The default file name of the report is prosta1.rpt.

This option includes a checkbox for including or excluding fund groups that have zero balances. Select the Zero Balances box to include these groups.

Project Summary Report

Generates revenue and expense totals for selected project/accounts. The default file name of the report is prostats.rpt.

Menu Path: Fund Accounting > Reports > Project Status Reports > select an option

For the standard procedure for generating financial reports, refer to Financial Report Menus.