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.

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

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