to select the project managers to be included on the report. One or more project managers may be selected. If the field is empty, all active project managers will be considered for inclusion on the report.Job Recap Report displays Revenue, Expense and Total Billable amounts for the current calendar year based on the As of Date. Also includes YTD Actual, Budget and Variance amounts.
Internal Company – The company from which the data is being reported.
Project Type – Select the type of project from the dropdown list. Available Project Type options are defined in Project Types under Projects | Setup.
Project Status – Select from Active, Closed or Inactive project statuses.
As of Date Ending – Enter the date the report should use as the last date for which to include information.
Approval Status – Select which transactions you want to display based on Approved, Unapproved, or Both. Selecting Both will result in both approved and unapproved transactions being displayed on the report.
Project Manager – Click Lookup to select the project managers to be included on the report. One or more project managers may be selected. If the field is empty, all active project managers will be considered for inclusion on the report.
Customer – Click Lookup to select the customers to be included on the report. One or more customer id’s may be selected. If the field is empty, all customers will be considered for inclusion on the report.
Project - Click Lookup to select the projects to be included on the report. One or more project id’s may be selected. If the field is empty, all projects will be considered for inclusion on the report.
Project Home Department – Click Lookup to select the Home Department assigned to projects to be included on the report. One or more Home Departments may be selected. If the field is empty, all active Home Departments will be considered for inclusion on the report.
Project Home Territory – Click Lookup to select the Home Territory assigned to projects to be included on the report. One or more Home Territories may be selected. If the field is empty, all active Home Territories will be considered for inclusion on the report.
Project Home Product – Click Lookup to select the Home Product assigned to projects to be included on the report. One or more Home Products may be selected. If the field is empty, all active Home Products will be considered for inclusion on the report.