Project Leader Summary

Use the Project Leader Summary to produce a list of costs, revenues or write offs for a range of project leaders, optionally including completed jobs and showing job details.

To Print the Project Leader Summary

1. Open the Costing folder and click Reports or click the Financials tab on the Ribbon Bar and then click Costing - Reports.

2. Click Project Leader Summary.

3. Under Project Leader Range, enter the range of project leader references that determine which records are included in the report.

4. Click to select which transactions are to be included. You can choose 'Costs', 'Revenues', 'Write Offs' or 'All'.

5. Under Transaction Dates, enter the range of dates that determine which records are included in the report or leave the boxes blank to include all dates.

6. If you want to include jobs already completed in the report, select the Include Completed Job option.

7. If you want to show job details for the selected project leaders, select the Show Job option.

8. On the Criteria tab, you can specify additional selection criteria. You can define ranges for contract, job/phase, cost code, department and sales account. Note that specifying a cost code range effects actual costs rather than budgets.

9. Click OK. On the Publisher form, click the tab to select the output device you want to use and then complete any settings or options you want to apply to the output device. To process the output, click Publish.