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View a Sage 300 CRE Job Costs Report

Objective

To view the a 'Job Costs Report' for a Sage 300 CRE integrated project using the Company or Project level Reports tool.

Things to Consider

  • Required User Permission:
    • For Company Level Reports:
      • 'Admin' level permission on the company's ERP Integrations tool. Users can view the Job Costs Report for a selected project.
    • For Project Level Reports:
      • 'Read-only' level permission and above on the project's Reports tool
        AND
        • 'Read-only' level permission and above on the project's Budgets tool
          OR
        • 'Admin' level permission on the project's Prime Contract tool.
  • Limitations:
    • You can only export the Sage 300 CRE Job Costs Report as a PDF or CSV at the Project level.

Steps

At the Project Level

*Requires 'Read-only' and above user permissions on the Reports tab AND either 'Read-only' and above user permissions on the Budget tab or 'Admin' on the Prime Contract tab.

  1. Navigate to the project's Reports tool.
  2. Click the Sage 300 CRE Job Costs link.
  3. Next to the Export Data As label, click PDF or CSV to export the Job Costs Report.

    View Sage 300 CRE Job Costs Report

At the Company Level

*Requires 'Admin' user permissions on the ERP Integrations tab at the Company level.

  1. Navigate to the ERP Integrations tool.
  2. Click the Job Costs subtab.
  3. In the Filter By Job area in the right pane,  select your Sage 300 CRE Integrated project from the drop-down list (Note: You will only be able to view the Job Costs Report for a single project at a time). You will see the same report as the example shown above, except the PDF and CSV buttons will not be visible.

 

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