I'm building a Project Margin Summary Report in Acumatica 2026 R1.
I have a Generic Inquiry that returns project task detail with estimated/actual labor, cost, revenue, profit, and margin.
The remaining requirement is to reproduce our legacy management summary with these rows:
- Total Project
- Process
- Shop
- Controls
- Controls Labor
- Controls Material
The challenge is that a single task intentionally contributes to multiple rollups. For example:
- Task 815 contributes to:
- Total Project
- Controls
- Controls Labor
Can this type of overlapping rollup be implemented entirely within a Generic Inquiry, or would Blytheco recommend another supported approach (such as Report Designer, an SQL view, a DAC projection, or another reporting method)?
Our goal is to stay within supported Acumatica functionality and minimize future maintenance.