Job Summary Sample Template - Sage Intacct
Template type
This template is a: Sample template.
A Sample template is an Excel workbook that Velixo provides to the community as-is. It is an example of a use case, feature or concept that serves as a reference and could be customized by a user. Samples don’t receive the same level of productization as Production Report templates, they are not officially supported, are not as well documented, and may not always be up to date.
Purpose
To help you learn Velixo, this article provides a sample Excel workbook designed to illustrate basic usage of the Query function as well as the General Ledger and Budget functions applied to the Project module.
Coverage
This workbook includes the following sample reports:
Project details
Project summary
which covers the following:
Projects and Project contracts
Project Tasks
Budget vs Actual
Open POs
Actuals, commitments and estimates to complete
Budget vs. Revised forecast
Actual vs. Budget vs. Project Estimates (for revenue and hours)
Preview
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