A single task intentionally contributes to multiple rollups

Hello,
When you say your report needs “Project Task Detail”, do you mean the desired report includes one line for each Project Task, or are you looking for transaction-level detail?  If you don’t need transaction-level detail, you could design your own report Using ARM reporting in Finance module.

Your ARM report could include the same task in as many Roll-ups as you want.

Laura,

Thank you—this is helpful. I do not need transaction-level detail in the Margin Summary. I already have a separate Generic Inquiry that provides one row per project task and will serve as the supporting detail.

The management summary needs each selected project displayed with these six rollup rows:

• Total Project

• Process

• Shop

• Controls

• Controls Labor

• Controls Material

Each row will show estimated and actual labor hours, cost, revenue, profit, and margin. A task may intentionally contribute to multiple rows. For example, Task 815 contributes to Total Project, Controls, and Controls Labor.

Would ARM support dynamically repeating this six-row structure for every project returned by project status and date parameters? Can a summary row also link or drill through to the supporting task-level Generic Inquiry?

If ARM cannot dynamically repeat the rows for an unknown number of projects, would Acumatica Report Designer be the more appropriate supported approach?

Thank you,

Tom Russell, APT, Inc

Yes, new projects will automatically be included in your report.

ARM reports do support drill down into detail, though I’m not sure what detail report is shown when drilling into Project ARM reports (versus GL ARM reports). I don’t believe you can specify that your custom GI be the source of detail when drilling in.

I don’t know off-hand if all of the fields you need are available in ARM and recommend you look at the Row and Column Sets to determine whether it fits your needs. You may also find Project ARM examples in Sales Demo and Acumatica training tenants. You may also check YouTube. 
 

If Blytheco is your partner, their project or construction consultants will also help you.

Good luck!