Budget List

Use the Budget List to produce a list of budgets for the range of job and phases selected. You can choose whether to report on costs, revenues or write offs and whether to include completed jobs.

To Print the Budget List

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

  2. Click Budget List.

  3. Under Job/Phase Range, enter the range of job and phase references that determine which records are included in the report.

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

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

  6. Click OK.

  7. 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.