Job Summary Sample Template - Sage Intacct

Created by Damien Zwillinger, Modified on Wed, 22 Nov 2023 at 09:24 PM by Damien Zwillinger

Applies to

  • Velixo NX
  • Sage Intacct


Template type

This template is a: Sample template.

A Sample template is an Excel workbook that Velixo provides to the community as-is. It is an example of a use case, feature or concept that serves as a reference and could be customized by a user. Samples don’t receive the same level of productization as Production Report templates, they are not officially supported, are not as well documented, and may not always be up to date.


To help you learn Velixo, this article provides a sample Excel workbook designed to illustrate basic usage of the Query function as well as the General ledger and Budget functions applied to the Project module.


This workbook includes the following sample reports:

  • Project details
  • Project summary

which covers the following:

  • Projects and Project contracts

  • Project Tasks

  • Budget vs Actual

  • Open POs

  • Actuals, commitments and estimates to complete

  • Budget vs. Revised forecast

  • Actual vs. Budget vs. Project Estimates (for revenue and hours)


Download this sample file


💡 Having trouble downloading the file?
Simply right-click the link and select Save link as

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select atleast one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article