Construction/Project report samples - Acumatica

Created by Damien Zwillinger, Modified on Tue, 30 Jan 2024 at 06:10 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







Download this sample file

Download sample file





Important: You will also need to download the Generic Inquiry required by this sample report pack by clicking the download button below and following one of these instructions:

- Installing Velixo for Acumatica
- Updating the Acumatica Customization Package 


 

Download Velixo's Generic Inquiry required by this report



💡 Having trouble downloading the files?
Simply right-click the link and select Save link as 


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