Creating Project Statements for Service Agreements

As you start accruing time and expenses against your Service Agreement you can take advantage of the Project Statements function within the Projects to track how much the agreement is costing, and if you are breaking even.

NOTE: This is part of the Configuring Service Management to track Service Orders blueprint series where we show how to configure Service Management to track service order details. If you want to see all of the other posts in this series, click here.

How it works…

From the Project management and accounting area page, select the All projects menu item from within the Projects folder of the Common group.

Click on the Project Statements button within the Statements group of the Control ribbon bar.

The first time that the Project Statements dialog box is displayed for a project, it will not show any information. To populate the statement, specify the from and to dates for the statement and then click on the Calculate option in the menu bar.

The system will now show you a break down on all of the costs and revenue for the project.

You can also create a pivot table view of this data within Excel by clicking on the Export to Microsoft Excel button in the menu bar.

When the Export dialog box is displayed, specify a file location for the statement, select the dimensions that you want to export to Excel, and then click on the OK button.

This will create a Statement for your project within Excel.

Very cool.


Leave a Reply

Fill in your details below or click an icon to log in: Logo

You are commenting using your account. Log Out /  Change )

Twitter picture

You are commenting using your Twitter account. Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. Log Out /  Change )

Connecting to %s

%d bloggers like this: