Report for budget vs actual

• 09-06-2008 12:41 PM

  Joe Morris Joined on 06-19-2008 Posts 2

  Report for budget vs actual Reply Contact I am trying to write a Crystal report comparing actual costs to the total budgeted revenues by job. I can find values for budgets and actual in the table PJPTDSUM, but this doesn't have or seem to have the accounting period in that. I was unsuccessful in combing amounts from PJTRAN and PJPTDSUM.  Does anyone have any ideas on ohow to do this? Another question, does anyone know where the budgets are kept besides PJPTDSUM?   Coto Joe

  Tags: Crystal Reports, SL 7.0

• 10-02-2008 9:39 AM

  In reply to

  joe Joined on 11-13-2007 Posts 14	Re: Report for budget vs actual Reply Contact  we did something like this but ended up using excel to access the data from the back end.  It was a ver arduous process and took well over a month to get to where we are now, and I don't think we are done yet!

• 11-01-2008 9:07 PM

  In reply to

  BiTechOnline Joined on 11-01-2008 Posts 2

  Re: Report for budget vs actual Reply Contact This is something that we view in a third party software in a dashboard format. It is a great tool and extremely usefull. If I was to write this myself, I would use SQL Reporting Services not Crystal as it is much simpler to deploy and create the data sources you will need. You are correct in using the PJTRAN and PJPTDSUM tables. You will find budget sin PJRev.  If you are interested and in need of more help on this, feel free to contact me.  Joe www.bitechonline.com

  Tags: calculation

• 11-03-2008 8:48 AM

  In reply to

  Joe Morris Joined on 06-19-2008 Posts 2	Re: Report for budget vs actual Reply Contact I would be interested in learning more, beleive me. I don't know those SQL reporting services, but may need some help in that area.   How can we touch base? My e-mail if you need it is jmorris@cibolasystems.com

• 12-24-2008 4:24 PM

  In reply to

  AlohaScott Joined on 12-25-2008 Posts 2	Re: Report for budget vs actual Reply Contact Aloha Joe, Budgets by Period are stored in the PJBudSum and PJBudRol tables. Actuals by Period are stored in the PJActSum and PJActRol tables.  Hope this helps.  Mahalo, -Scott

• 12-25-2008 7:28 AM

  In reply to

  BiTechOnline Joined on 11-01-2008 Posts 2

  Re: Re: Report for budget vs actual Reply Contact Thanks Scott,  Depending on how SL is being used, you may find that PJBudSum and PJBudRol tables are not populated. I have found that the PJRev... tables to be more dependable based on budget revision documents. The PjActSumm and Rol tables are quite usefull if you don't want to track the full detail. Often though, many want to be able to drill down to the actual detail lines as well. I do like the idea of tying the PJTran and PjAct tables together though. Thanks Merry Christmas, -Joe