Modify a Project Budget Report

Turn on the Projects feature

1. In the Home window, open the Report Centre. Select Projects and then Project Budget Summary.
2. Click Modify this report.
3. (Optional) Select the Template you want to use for the report.
4. Select Summary for the report type.
5. Select the year you want to display and a Start and Finish month to specify a data range.

In Sage 50 Quantum Accounting, use the Select Period options to generate a report that may encompass not only the current fiscal year but also the past and future fiscal years. (Sage 50 Quantum Accounting)

6. Choose one of the following report types to display an amount or comparison:
• Actual vs. Budget (amounts only)
• Actual vs. Budget (difference in percentage)
• Actual vs. Budget (difference in amount)
7. Select the projects you want to include in the report. Click Select All to report on all projects in the list.
8. (Optional) Select Include inactive projects.
9. (Optional) Select Include grand total for all selected projects to report the total net income of the selected projects.
10. (Optional) Customize the:
• Columns that appear in the report
• Printer settings for the report
• Fonts in the report
11. (Optional) Save the report as a template in My Reports.
12. Click OK to display the report.

1. In the Home window, open the Report Centre. Select Projects and then Project Budget Detail.
2. Click Modify this report.
3. (Optional) Select the Template you want to use for the report.
4. Select Detail for the report type.
5. Select the year you want to display and a Start and Finish month to specify a data range.
6. In Sage 50 Quantum Accounting, use the Select Period options to generate a report that may encompass not only the current fiscal year but also the past and future fiscal years. (Sage 50 Quantum Accounting)
7. Choose one of the following report types to display an amount or comparison:
• Actual vs. Budget (amounts only)
• Actual vs. Budget (difference in percentage)
• Actual vs. Budget (difference in amount)
8. Select the projects you want to include in the report. Click Select All to report on all projects in the list.
9. (Optional) Select Include inactive projects.
10. (Optional) Select Include grand total for all selected projects to report the total net income of the selected projects.
11. (Optional) Customize the:
• Columns that appear in the report
• Printer settings for the report
• Fonts in the report
12. (Optional) Save the report as a template in My Reports.
13. Click OK to display the report.