Solved

Is it possible to design financial statements by project?

  • 25 November 2022
  • 2 replies
  • 82 views
S
Rank
Userlevel 4
Badge

Hi all,

when you design a report, you need to define the data source in the column set / row set. I could only see dimensions listed below. Is there any possibility to have “project” here? We’d like to have financial reports by project. I know there are several reports under project, but is there any one of them that shows financial results of multiple projects for comparison? Thanks a lot!

 

icon

Best answer by Laura02 25 November 2022, 23:24

View original

2 replies

S
Rank
Userlevel 4
Badge

Thanks @laura01 changing the type to PM solves everything

Laura02
Rank
Badge +18

Yes, it is possible to report on projects in the Financial Report Design screens.  To see Project Fields in the Data Source, select Type = PM.

 

Laura ~ Klear Systems, Inc. Irvine, CA. ~ Please remember to "Mark Best Answer" to help those who are facing the same problem.~

Reply


Terms & ConditionsCookie settings
About Acumatica ERP system
Acumatica Cloud ERP provides the best business management solution for transforming your company to thrive in the new digital economy. Built on a future-proof platform with open architecture for rapid integrations, scalability, and ease of use, Acumatica delivers unparalleled value to small and midmarket organizations. Connected Business. Delivered.
© 2008 — 2024  Acumatica, Inc. All rights reserved