Project Reports and Analytics in Business Central

Project reporting in Business Central allows project and business professionals to get insights and statistics about current and past project activities.

Reports

The following table describes the built-in reports in project management.

To... Open in Business Central (CTRL+select) Learn more ID
Review the results of posting before you post to the projects ledger. Edit the journal lines if there are errors to correct. Project Journal - Test About Project Journal - Test 1005
Get an overview of planning and tasks for a project. Project Planning Lines About Project Planning Lines 1006
Get an overview of posted project tasks, such as resources and items. Project Task Transaction Detail About Project Task Transaction Detail 1007
Get a financial overview of your projects based on your input. Project Analysis About Project Analysis 1008
Get an overview of actual vs. budgeted amounts for selected projects.

Note: This report is not available in the US, Canada, and Mexico. Instead, use the Project Actual to Budget (Cost) (10210) or Project Actual to Budget (Price) (10211) reports.
Project Actual to Budget About Project Actual to Budget 1009
Get an overview of the status of ongoing projects in your company's financial statements. Project WIP to G/L About Project WIP to G/L 1010
Get an overview of your projects, with focus on invoiced amounts and remaining amounts to invoice for each customer.

Note: In the US, Canada, and Mexico, this report is not available. Instead, use the Project Cost Suggested Billing (10219) report.
Project Suggested Billing About Project Suggested Billing 1011
Get an overview of all projects, with focus on scheduled price, percentage of completion, and invoiced amounts for each customer. Projects per Customer About Projects per Customer 1012
Get an overview of the items you use in your project. Items per Project About Items per Project 1013
Get an overview of how you use items in your projects. Project per Item About Project per Item 1014
Document a project register's contents for internal or external audits. Project Register About Project Register 1015

Tasks

The following articles describe some of the key tasks for analyzing the state of your business:

See also

Setting Up Project Management
Project management

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