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Project WIP (actual vs. budget) report (ProjWIPProj2Column) [AX 2012]

Updated: September 8, 2011

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

Use this report to analyze work in progress transactions on projects and to compare actual values to budgeted values for a specified date range.

When you generate this report, the following default parameters are displayed. You can use these parameters to filter the data that will be displayed on the report. For more information, see Filter the data on a report.

Field

Description

Include project types

Select the project types that you want to include on the report. You must select at least one project type.

Include transaction types

Select the transaction types that you want to include on the report. You must select at least one transaction type.

(Project date)

From date / Break date / To date

Select a starting date and an ending date to include transactions that are posted to projects.

NoteNote

When you select Sum in the Actual vs. budget field, the break date that you enter determines where the calculation of Actual ends and the calculation of Budget starts.

(Ledger date)

From date / Break date / To date

Select a starting date and an ending date to include transactions that are posted to the ledger.

NoteNote

When you select Sum in the Actual vs. budget field, the break date that you enter determines where the calculation of Actual ends and the calculation of Budget starts.

Actual vs. budget

Select from the following options:

  • Deviation - Select to view the difference between the actual and budgeted values.

  • Sum - Select to view the sum of actual and budgeted values.

Forecast model

Select the forecast model that you want the report to use.

NoteNote

If you are using project budget control, select the budget forecast model that is used by this project.

Project view

Select how you want to display the first column of the report.

Project level

Specify the number of subproject levels:

  • Select 0 to display all projects that are summarized in one line.

  • Select 1 to display only parent projects.

  • Select 2 to display subprojects.

NoteNote

The subprojects below the parent project level are summarized on one line, and an asterisk (*) indicates that the summarized number includes subprojects below the first subproject level.

Skip blank ID

Select whether to exclude transactions that are not associated with a project ID.

Skip zero

Select whether to exclude all rows on the report where the amounts are equal to zero.

Show amount

Select how you want decimals to appear on the report. Select from the following options:

  • With decimals – Amounts are displayed to two decimal places of your company currency.

  • Without decimals – Amounts are rounded to integers.

  • Amount in 1,000 – Amounts are rounded to the nearest 1,000 units of your company currency.

  • Amount in 1,000,000 – Amounts are rounded to the nearest million units of your company currency.

Project

Click Select. In the Project WIP (actual vs. budget) form, select a project to include on the report. To add more than one project, click Add.

The following topics explain how to print a report and how to filter and sort the data on a report.

The following table explains where to find the report in the Application Object Tree (AOT) and how to navigate to the report in the Microsoft Dynamics AX client.

Detail

Description

Name of report in the AOT

ProjWIPProj2Column

Location of report in the AOT

SSRS Reports\Reports\ProjWIPProj2Column

Menu item of the report

ProjListProjWIPProj2Column

Navigation to the report

Click Project management and accounting > Reports > Project statements > WIP > WIP (actual vs budget) > Project WIP (actual vs. budget).

The data on this report comes from the following sources:

  • ProjListProjWIPProj2ColDP.processReport

  • PROJLISTPROJWIPTMP table

  • ProjTable

NoteNote

To determine where the data in the temp table comes from, view the cross-references for the ProjListProjWIPProj2ColDP.processReport class.

If you are a developer, you can learn more about where the data on a report comes from by using the following procedure.

  1. Open the AOT.

  2. Locate the report in the SSRS Reports\Reports node.

  3. Right-click the report and click Add-Ins > Cross-reference > Using (instant view).


Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).
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