Skip to main content

Project budget vs actuals inquiry based on the new 25R1 reporting capabilities

  • March 17, 2025
  • 4 replies
  • 315 views
  • Translate All

ESTEPALINA
Acumatica Moderator
Forum|alt.badge.img+1

Dear community!

This customization package is applicable to Acumatica 25R1 and later versions.

The package includes a generic inquiry that demonstrates the new project & construction reporting capabilities. The inquiry is provided “as is”.

After publication of the customization package, in order to view the data for the existing projects, you need to run the recalculate project balances process.

This customization package contains 3 generic inquiries. Two of them are used in the third generic inquiry “Project Bdg vs Actuals Through Date”, which gets added to the menu once you publish the package.

This generic inquiry allows the user to see the date-through actuals and review the budget performance for a specific date (as the screenshot below illustrates).

 

More information and demo will be provided in the 2025R1 Construction Partner Training session that is coming soon.

Please share your feedback on this GI in the comments to this post.

Thank you!

4 replies

Forum|alt.badge.img+1

​@ESTEPALINA This does not import into our 25R2SP1.  Get error on Classic UI

 

Message on MUI: 

 

Translate

Heidi Dempsey
Community Manager
Forum|alt.badge.img+3

​@ggnabasik47 please enter a case so we can escalate this for you. I was able to import and publish on 25.201.0213

Translate

Forum|alt.badge.img+1

Done.  Case #508551

 

Translate

Forum|alt.badge.img+1

My bad.  I didn’t read the original post closely enough.  The ZIP file contained the Customization Package and not just the GI export.

I downloaded the file and created separate GI files for Importing and then viewed the 3rd one after importing.  Looks good. 

Thanks

 

Translate