Select GL Project Balance Details
Explanation
Use this activity to select balances for one or several projects.
Project Analysis displays information for one project at a time. If the
selection includes information for several projects, the project identities are displayed
in the Project field.
Prerequisites
Before project information can be queried, the following must have been completed:
- Basic project information must have been entered in the Project Accounting
folder in IFS Financials.
- The financial transactions for the project must have been updated to the General
Ledger.
- The authority rules for making queries must have been specified. This is done via the
Basic Data folder in IFS/General Ledger.
System Effects
As a result of this activity, the user can use the Zoom-in function to define how the
selected balances are to be displayed on screen.
Window
Project Analysis
Related Window Descriptions
Project Analysis
Procedure
Use the following procedure to select and display project information:
- Open Project Analysis.
- Use the Search function. Specify the selection of balances in the Search dialog box.
Confirm the information.
- Define how to display the balances in the Zoom-in dialog box. Confirm the information.
The balance information is displayed on screen.
Project Analysis displays
information for one project at a time. If the selection includes information for several
projects, the project identities are displayed in the Project field.
- Mark one or several rows and use the Voucher Information operation, if appropriate.