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Questions Help Needed with GI Using Project Budget Forecast

 
Acumatica Generic Inquiries & Pivot Tables
Last Post by Tim Rodman 7 years ago
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Posts: 1
 Deanna Batchelder Stephens
Topic starter
August 19, 2019 11:47 am
(@deanna-batchelder-stephens)
Member
Joined: 7 years ago

Hello,

I’m in desperate need of help.  In a previous version of Acumatica (2016), I was able to create a GI to show me the revenue budgets by period AND the actual amount by period once I ran allocation at the end of the month.  In the new version (2019), I am unable to figure out what field I need to add to the GI that will show me this.

When I add the CuryActualAmount field from the PMForecast Record, the result is the cumulative total, not the actual amount for the specific financial period.

Does anyone have any ideas?  Is there add-on software that will make this possible?  Is there a better way to achieve this report? 

Please let me know if any additional information is needed.

Thank you very much for any assistance you would provide.


1 Reply
Tim Rodman
Posts: 3204
 Tim Rodman
Admin
September 16, 2019 3:14 pm
(@timrodman)
Famed Member
Joined: 11 years ago

What about using PMBudget?


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