Balance Sheet Accounts by Project

Laura Newport

How can I see a particular balance sheet account balance broken out by project? Is there a balance sheet report available that shows a column for each project? I know I can see balances for an individual project by going to General Ledger>Projects, but I'd like to see all project balances at once for my investment account.

Kevin Brazell

1. Run a Project Financial Statement. It's designed to break it out by project naturally. Can do both Balance Sheet or Income statement, or both in one report.
   
   2. On the Balance sheet there is a button that can be enabled , create a statement for each, then choose project as the dimension to use. Caution if you have many projects, and don't filter it as it will run a report for each project and can make the report run longer.

Robert Denard

Another way is to export data from a query and then process with Excel pivot tables. There is a lot of flexibility in reporting while using just the one data set.