We are trying to use the ARM Project Reports for a rolling 12 months. We would like to add the Task’s Revenue Budget in the report. Has anyone tried that or have a better idea?
Best answer by meganfriesen37
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Do you just want overall project budget (from the Project Profile screen) or do you want the Monthly “Project Budget Forecast”? The overall project budget (Original/Revised/Committed) can be selected in the “Amount Type” field in the column sets, but this doesn’t account for periods.
If you want the monthly Project Budget Forecast numbers, I would strongly advise you chat with
I agree that Velixo is the way to go on this. This particular possible client is having an issue with add ons, so we had to find an organic solution.
So far the winner seems to be an off balance account group that can be loaded thru budget transactions. It allows us to use it on the ARM report and has minimal effect on the balances tab.
Thanks for taking the time to respond. I really appreciate other VARs having input on projects.
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