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Category forecast transactions report (ProjListBudget)

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Important

This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

Use this report to analyze budget forecasts by project category for a specified date range.

How to filter the data on this report

When you generate this report, the following default parameters are displayed. You can use these parameters to filter the data that will be displayed on the report. For more information, see Filter the data on a report.

Field

Description

Include project types

Select the project types that you want to include on the report. You can select more than one type.

Include transaction types

Select the transaction types that you want to include on the report. You can select more than one transaction type. You must select at least one transaction type.

(Project date)

From date / To date

Select a starting date and an ending date for transactions posted to projects to include on the report.

(Ledger date)

From date / To date

Specify a start and end date to include transactions posted to the ledger.

Project statement

Select a statement type to display on the report.

Forecast model

Select the Forecast model that you want the report to use.

Note

If you are using project budget control, select the budget forecast model that is used by this project.

Layout - rows

Level 1 / Level 2 / Level 3

Select how you want to group the information on the report. Transactions are listed by Level 1, and then by Level 2, and then by Level 3. For each level, you can select Project, Category, Worker/Item, or Funding source. By default, if you leave these fields empty, the report is grouped by Category.

Skip zero

Select whether to exclude rows where the amounts are equal to zero.

Show amount

Select how you want decimals to appear on the report from the following options:

  • With decimals – Amounts are displayed to two decimals of your company currency.

  • Without decimals – Amounts are rounded to integers.

  • Amount in 1,000 – Amounts are rounded to the nearest 1,000 units of your company currency.

  • Amount in 1,000,000– Amounts are rounded to the nearest million units of your company currency.

Show hour

Select whether to display the quantity of hours, the cost value for hours posted to a category, or both on the report.

PL ratio

Select to display a PL ratio column on the report from the following options:

  • None – Do not display a PL ratio column.

  • Gross margin – Display the gross margin amount for a category, which is calculated as actual revenue less actual costs.

  • Value-added – Display the gross margin, expressed as a percentage of revenue.

  • Both – Display both the Gross margin amount and Value-added percentage columns.

Specify transactions

Select whether to display all transactions in a project, by project date.

Specify budget updates

Select whether to include ledger updates in the transactions on the report.

Note

You must also select the Specify transactions check box to view ledger updates on the report.

Project ID

Click Select. In the Transaction list form, select the project to include on the report. To add more than one project ID, click Add.

Category

Click Select. In the Transaction list form, select the project categories to include on the report. To add more than one category, click Add.

Worker

Click Select. In the Transaction list form, select a project worker identification to include on the report. To add more than one Worker, click Add.

Item

Click Select. In the Transaction list form, select an item to include on the report. To add more than one item, click Add.

How to work with reports

The following topics explain how to print a report and how to filter and sort the data on a report.

Details of this report

The following table explains where to find the report in the Application Object Tree (AOT) and how to navigate to the report in the Microsoft Dynamics AX client.

Detail

Description

Name of report in the AOT

ProjListBudget

Location of report in the AOT

SSRS Reports\Reports\ProjListBudget

Menu item of the report

ProjListBudgetCategory

Navigation to the report

Click Project management and accounting > Reports > Transactions > Forecast transactions > Category forecast transactions.

Where the data in this report comes from

The data on this report comes from the following sources:

  • ProjListBudgetDP.processReport

  • ProjListBudgetTmp

  • ProjTransBudget

Note

To determine where the data in the temp tables comes from, view the cross-references for the ProjListBudgetDP.processReport class.

If you are a developer, you can learn more about where the data on a report comes from by using the following procedure.

  1. Open the AOT.

  2. Locate the report in the SSRS Reports\Reports node.

  3. Right-click the report and click Add-Ins > Cross-reference > Using (instant view).