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Using PM History table to generate profitability report

  • February 17, 2025
  • 2 replies
  • 25 views

PaulMainard55
Varsity I
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I’m looking for an example of GI that provides a global summary of project profitability (by project) where each column would include balances by account group type (i.e. Income, Expenses), for any given period, and filtered by Project Template.  Each row should contain balances by project/task with columns for Income, Expenses and net.  

The challenges I’m encountering includes:

  • Finding the appropriate table to provide an appropriate financial period selector for the query parameter.
  • Establishing a parameter selector for Project Template that does not generate an “cannot convert <Project Template Name> to integer value”.  

Any guidance (or even better, XML files) are appreciated.  

2 replies

nhatnghetinh
Captain II
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  • Captain II
  • 508 replies
  • February 17, 2025

Hi ​@PaulMainard55 

I found the "Project Balance" report available in Acumatica meets most of your requirements. You can edit this report to fit your needs.

 

 

 

Best Regards,

NNT


PaulMainard55
Varsity I
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  • Author
  • Varsity I
  • 49 replies
  • February 17, 2025

Thanks - but this report uses the Project Budget table which doesn’t support “as of” period reporting (no FinPd column); only the PMHistory table supports this.  

I did manage to build a query that appears to be working.  I was also able to get my table joins to work so that I could filter based on a specific Project Template CD.  

If there are others who have tried to tackle this, please let me know as I would love to see what you did and compare my design.  


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