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 some of the key reports in jobs reporting.
| Report | Description | Id |
|---|---|---|
| Project Analysis | Analyzes your project by using settings that you specify. For example, you can create a report that shows you the budgeted prices, usage prices, and billable prices, and then compares the three sets of prices. Use a combination of the available Amount fields to create your own analysis. For each field, select one of the following prices, costs, or profit values: Schedule, Usage, Contract, and Invoiced. Select whether the currency is specified in Local Currency or Foreign Currency. |
1008 |
| Project Planning Lines | This report shows the different planning and project task lines – including the line type, quantities, unit of measure, total costs, etc. | 1006 |
| Project Actual to Budget | Compares scheduled and usage amounts for selected projects. All lines of the selected job show quantity, total cost, and line amount. This report is intended for completed jobs, although you can use it at any time during a job. In the US, Canada, and Mexico, this report is not available. Instead, use the Project Actual to Budget (Cost) (10210) or Project Actual to Budget (Price) (10211) reports. |
1009 |
| Project Suggested Billing | Shows a list of all projects, grouped by customer, how much the customer has already been invoiced, and how much remains to be invoiced, that is, the suggested billing. In the US, Canada, and Mexico, this report is not available. Instead, use the Project Cost Suggested Billing (10219) report. |
1011 |
| Projects per Customer | Shows a list of all projects, grouped by customer. It allows you to compare the scheduled price, the percentage of completion, the invoiced price, and the percentage of invoiced amounts for each Bill-to Customer. | 1012 |
| Items per Project | An overview about the used items in a project. Depending on the report that you want to use to get an overview about the planned items for a project, you can set an additional filter. The report shows the relevant items and an accumulated value about the costs. | 1013 |
| Project per Item | An overview about the used items in a project. Depending on the report that you want to use to get an overview about the planned items for a project, you can set an additional filter. The report shows the relevant items and an accumulated value about the costs. | 1014 |
| Project Transaction Detail | This report will give you an overview over the posted project tasks like resources and items. Includes a detailed information about the total costs and total prices plus an information concerning line discounts,and so on. The report shows data from the project ledger entries. | 1007 |
| Project WIP to G/L | Shows the value of work in process on the projects that you select compared to the amount that has been posted in the general ledger. | 1010 |
Tasks
The following articles describe some of the key tasks for analyzing the state of your business: