Project Reports and Analytics in Business Central
Project reporting in Business Central allows project and business professionals to get insights and statistics about current and past project activities.
Reports
The following table describes the built-in reports in project management.
| To... | Open in Business Central (CTRL+select) | Learn more | ID |
|---|---|---|---|
| Review the results of posting before you post to the projects ledger. Edit the journal lines if there are errors to correct. | Project Journal - Test | About Project Journal - Test | 1005 |
| Get an overview of planning and tasks for a project. | Project Planning Lines | About Project Planning Lines | 1006 |
| Get an overview of posted project tasks, such as resources and items. | Project Task Transaction Detail | About Project Task Transaction Detail | 1007 |
| Get a financial overview of your projects based on your input. | Project Analysis | About Project Analysis | 1008 |
| Get an overview of actual vs. budgeted amounts for selected projects. Note: This report is not available in the US, Canada, and Mexico. Instead, use the Project Actual to Budget (Cost) (10210) or Project Actual to Budget (Price) (10211) reports. |
Project Actual to Budget | About Project Actual to Budget | 1009 |
| Get an overview of the status of ongoing projects in your company's financial statements. | Project WIP to G/L | About Project WIP to G/L | 1010 |
| Get an overview of your projects, with focus on invoiced amounts and remaining amounts to invoice for each customer. Note: In the US, Canada, and Mexico, this report is not available. Instead, use the Project Cost Suggested Billing (10219) report. |
Project Suggested Billing | About Project Suggested Billing | 1011 |
| Get an overview of all projects, with focus on scheduled price, percentage of completion, and invoiced amounts for each customer. | Projects per Customer | About Projects per Customer | 1012 |
| Get an overview of the items you use in your project. | Items per Project | About Items per Project | 1013 |
| Get an overview of how you use items in your projects. | Project per Item | About Project per Item | 1014 |
| Document a project register's contents for internal or external audits. | Project Register | About Project Register | 1015 |
Tasks
The following articles describe some of the key tasks for analyzing the state of your business: