The Project Activity Report is intended to show project-tagged journal entry lines for a selected project and date range.
What this report is for
Use Project Activity Report to review GL activity assigned to finance projects.
Project activity comes from journal entry lines that have a project ID. Projects are maintained in Projects Overview, and project IDs can be assigned when creating manual journal entries.
Current availability
As of this review, the Project Activity Report screen is visible in the Financial Reports menu and loads project choices, but the report data source is not currently available. Users may see Error fetching project activity data until the report is fully wired.
This page documents the visible screen and intended behavior from the current client implementation.
Screen path
Dashboard > Finance > Reports > Project Activity Report
Report controls
| Control | Use |
|---|---|
Project |
Choose All Projects or one project. |
Start Date |
Start date for project activity. Defaults to January 1 of the current year. |
End Date |
End date for project activity. Defaults to the current date. |
Refresh |
Reloads activity for the selected filters. |
Close |
Returns to the Financial Reports menu. |
The screen also reloads when project or date filters change.
Intended report layout
When project activity data is available, the report groups rows by project.
Each project section shows:
| Column | What it shows |
|---|---|
Date |
Journal entry posted date. |
Reference |
Journal entry reference. |
Account |
Account number. |
Description |
Account description. |
Debit |
Debit amount when present. |
Credit |
Credit amount when present. |
Created By |
User who created the journal entry. |
If no projects exist, the screen tells users to create projects and assign them to journal entry lines.
What happens behind the scenes
Opening the report does not change records.
The screen loads project records from the finance project list. It then attempts to load project activity using the selected project and date range.
Project activity is based on journal entry lines with project IDs. Creating, editing, activating, or archiving projects is handled in GL & Close, not in this report.
Troubleshooting
Error fetching project activity data
Likely cause: The report data source is not currently available.
Safe fix: Use Journal Entries Overview search or General Ledger Overview while the project report data source is being addressed.
Contact support if: Project reporting should be available in your environment but the error remains.
No projects found
Likely cause: No finance projects have been created.
Safe fix: Create projects in Projects Overview, then assign project IDs to journal entry lines.
Contact support if: Projects exist but do not appear in the report.
No activity found for a project
Likely cause: No journal entry lines use that project ID in the selected date range.
Safe fix: Review journal entries for the project and confirm the date range.
Contact support if: Project-tagged entries exist but do not appear after the report data source is available.