You would print the Job Detail Report to review detailed information about a specific job or group of jobs. The report typically includes job descriptions, statuses, budgets, costs, phases, cost codes, and transaction activity. Printing the report helps staff monitor project progress, analyze financial activity, support auditing needs, and maintain accurate project documentation.
To provide even more detailed information, set up the options to customize the selection criteria and report options.
1. Open Connect Project Accounting > Reports > Job Detail Report.
2. Set up Report Dates.
3. Set up the Include options.
An open job allows users to add transactions and modify or delete existing transactions that relate to the job. On the other hand, users cannot add, modify, or delete transactions from a closed job. Use Open Jobs to include transactions on jobs assigned to an active or closed - preliminary job status. Use Closed Jobs to include transactions on jobs assigned to a closed - final job status.
What do you want to do?
I want to print actual costs on open jobs. Click to select the checkbox titled Open Jobs.
I want to print actual costs on closed jobs. Click to select the checkbox titled Closed Jobs.
4. Set up the YTD Begin Date.
Choose which date to use as the beginning date for year-to-date amounts.
What do you want to do?
I want to use the job start date. Use the date when the job started to report costs. Click to select the option titled Job Start Date.
I want to use the fiscal year start date. Use the date when the fiscal year started to report costs. Click to select the option titled Fiscal year Start Date.
5. Click Print (CTRL+P).
The report prints.