Generic Inquiry t o show burn rate on project based on dates

  • 21 July 2023
  • 1 reply

Userlevel 3

Could someone point me in the right direction of where to start on a Generic Inquiry that can show Project Managers the ‘burn rate’ / spending's on their project based on certain dates?

So two scenarios - Time Entry / Labor. We enter time and process payroll via Acumatica. There are a number of Inquiry Title pages that contain billable time fields and amounts, but I couldn’t seem to get that correlating / summing properly by Project. On top of that, would need a way to say ‘pull this data between these dates’ or from the previous weeks dates.

The other one would be project transactions during those dates. However I’m not sure how I’d accurately show these dates because bills can be entered but not paid at the same time.

Appreciate any insight!


Best answer by aaghaei 21 July 2023, 09:25

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Userlevel 7
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for the first one, the PMTimeActivity possibly is your best bet. The rest of the DACs that you see like EPTimeCardDetails or in FieldReport EPActivitiesApprove, all are projection DACs driven from it.

for the second one, PMTran is your best bet. Any cost that hits the project from GL or sub ledgers if are project related, will end up in this table. 

both of the above tables have date field if you need to set a range. Also, they both have a tie to projects using ProjectID field.


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