This object will present periodic financial information for the project.
Source of Data
The source of the data is the UniPhi Costs system for the project. Accounting Costs reflect financial periods selected for the month and financial year. The Phasing view will provide the monthly detail while the whole of project and financial year values are shown in various views within the Costs system.
Template Object
Allows for a defined chart of accounts to be selected. For a chart of accounts which has several levels of information, you may specify the depth level that the user will be presented as a default. The Code Format drop down allows you to specify the presentation of the chart of accounts structure. You may choose to display the only the description, only the code, or a combination of code and description. Within the template design, it is also possible to modify the output format of the table; column headings may be re-labelled, and individual columns may be shown, or hidden from view. In each of the above settings, the end user will be able change the defaults within their document, if necessary.
The resulting document will present to the author the accounting costs for the project for the period selected.
Document Edit View
The document author selects the appropriate month and cost code chart for the appropriate data. The default page orientation is Landscape to cater for the width of the chart.
Document Output View
The output view is taken from the on screen HTML view of the document. The PDF output will vary depending on the selection of style sheet and the applicable styles
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