Database view containing budget information from the Project Budget Report

How to get budget information (Original Budget, Net Budget Amendments, Revised Budget, Requisitions, Encumbrances, Actuals, Available Budget) from the Project Budget Report canned report in the EERP database

• EERP 2021.10

• Project Accounting

• Tyler Reporting Services (TRS)

• SSRS

• Crystal Reports

Canned Project Budget report does not contain View Database Column overlay for finding database tables or views.

To generate the Project Budget Report:

1. In the Tyler Menu, navigate to Enterprise ERP > Financials > General Ledger Menu > Project Accounting > Project Ledger > Project Reports > Project Budget Report.

2. Click Define in the top ribbon.

3. Enter report definitions and click Accept.

4. Click Display or PDF to view results.

The TRS view pa_monthly_amounts contains the columns for budget information. The canned report groups individual entries by the columns a_project, mt_seg2, mt_seg3, and mt_seg4.

The Actuals value from the canned report adds the columns mt_actual_amount and mt_unpaid_amount. Here is an example query which results mirror the canned report for a particular project:

select

a_project,

mt_seg2,

mt_seg3,

mt_seg4,

sum(mt_actual_amount),

sum(mt_unpaid_amount),

sum(mt_actual_amount + mt_unpaid_amount) as Actuals 

from pa_monthly_amounts

where a_project = 'xxxx'

group by a_project, mt_seg2, mt_seg3, mt_seg4