Report for Separating Actual Costs Based on Account Group

Hello David,

I have two ideas for you, Report Designer versus ARM reports.

A picture of the report you need versus the report you have now, will be helpful.  I’m having trouble seeing the report because I don’t have Construction Edition. (I do have projects but report PM6540002 is not present.)  I think PM6540002 may already be a custom version of PM6540000 in your case.

If you are reporting by the month, there might be 2 ways to accomplish your report: Report Designer or ARM reports.  If you are reporting for a time-frame less than a month, then Report Designer using PMTran DAC/table is the answer.

If using Report Designer to accomplish your needs, I expect you will need variables to represent the Account Groups in your columns. Each variable will collect transactions via an If statement or using CASE to populate the variables and sort transaction amounts into columns, like this example for Labor Account Group Variable: If the Account Group  on the project transaction is Labor, then Transaction Amount, else $0. 

It’s hard to know if Finance → ARM reports could help you create a monthly report, without first seeing your example reports.   “Maybe”... maybe you can show Account Groups in columns across the page and projects down the page using the PM project Type in ARM reports. 

HTH.  If not, a report designer expert will come along and provide more.  ;-)

Laura