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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