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Project Reports - Budget Fields

Posted: 08 Nov 2022, 13:22
by billswan
Hi

Wondering if anyone knows the field names for the Budget amounts.

Its going to be helpful, say on the report Cost Code Summary that totals the cost codes and will also shows the budget figure to see if over budget for a particular cost code.

Thanks

Re: Project Reports - Budget Fields

Posted: 08 Nov 2022, 16:21
by brucedenney
Hi Bill


What type are you using ... Standard, Advanced, Advanced Dept Summary, Advanced Department

https://gb-kb.sage.com/portal/app/portl ... 7112205417

Or is this project costing?

Re: Project Reports - Budget Fields

Posted: 08 Nov 2022, 16:29
by billswan
Hi Bruce

Its the ' Projects ' module if that's what you mean of project costing

Re: Project Reports - Budget Fields

Posted: 08 Nov 2022, 16:42
by billswan
These are the fields...

Re: Project Reports - Budget Fields

Posted: 09 Nov 2022, 12:07
by brucedenney
The table you need is called PROJECT_BUDGET

It has 3 main fields, the Project ID, Cost Code ID, Budget Amount

Re: Project Reports - Budget Fields

Posted: 10 Nov 2022, 09:28
by billswan
Thanks Bruce..

From your advice I need to add another table to the report ( report / joins) to be able to get the fields.

Every time I try that in the past never seem to be successful..lol

Anyways I tried adding and would you believe it I get the below error which I cant understand.

I am initially editing the Cost Code Summary per Project report.

Re: Project Reports - Budget Fields

Posted: 14 Nov 2022, 10:45
by brucedenney
What join where you adding?

Re: Project Reports - Budget Fields

Posted: 14 Nov 2022, 12:25
by billswan
Hi Bruce

The one you mentioned PROJECT_BUDGET its the one to the right of the error message in the previous post.

Using Sage 28.1.404.0

Re: Project Reports - Budget Fields

Posted: 17 Nov 2022, 14:17
by brucedenney
What field are you joining to which

Perhaps if you posted the layout and what you have done?

Re: Project Reports - Budget Fields

Posted: 22 Nov 2022, 14:49
by billswan
Hi Bruce

I dont get to join any fields, as soon as I drag in the budget table the error appears.

Im just using the default Cost Code Summary, joins, drag the project_budget table and error pops up.

What happens if you try the same in your sage...lol

p.s just tried it on another sage ( 28.1 ) at another location and same error.

Re: Project Reports - Budget Fields

Posted: 22 Nov 2022, 15:02
by brucedenney
I see the issue, just hit continue and it works.

Re: Project Reports - Budget Fields

Posted: 22 Nov 2022, 15:21
by brucedenney
Here is what I have done
Screenshot 2022-11-22 152027.jpg

Re: Project Reports - Budget Fields

Posted: 22 Nov 2022, 16:28
by billswan
Nice Bruce

Thank you very much, works wonderfully.

Bill