Construction/Project report samples - Acumatica

Created by Damien Zwillinger, Modified on Thu, 30 May 2024 at 06:24 PM by Harry Lewis

Applies to:

  • Velixo NX
  • Velixo Classic
  • Acumatica, MYOB Advanced, Cegid XRP Flex


TABLE OF CONTENTS



Purpose

To help you learn Velixo, this article provides a sample Demo template and an Acumatica generic inquiry designed to illustrate basic usage. 


Please see Introduction to Report Templates for information about Samples, Demos, and Production Templates and the differences between them.  You many also want to refer to How to Modify Velixo Sample Reports.



Coverage

This sample report for Acumatica demonstrates:

  • Project dashboard

  • Project Portfolio performance summary

  • Project invoice information (similar to an Aging Accounts receivables report)

  • Invoices (Accounts Receivables Aging Report by Project)

  • Detailed Project status report

  • Detailed Work In Progress report

  • Costs over time demo

  • Project Forecast demo



Examples









Downloads



Important: In addition to the Sample Report, you will also need to download the two Generic Inquiries required by this sample report pack by clicking the respective download buttons and following one of these instructions:

- Installing Velixo for Acumatica
- Updating the Acumatica Customization Package 


 


Sample Report
Open Invoices Inquiry
Project and Task List Inquiry





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