How do other customers utilize project billing from an invoice template perspective?

Summary:

In addition to the current month's billing, we need to include a total billed for budget period compared to budget and show remaining budget on our project invoice template. We have projects and awards setup with an associated contract where the project may have a 5 year budget period but we have a budget per project period (not fiscal year). We are seeking to understand how others have worked with Oracle to produce this information or what custom reports they've built to show this information.

Content (please ensure you mask any confidential information):

We've created a custom report but are having issues with finding the ability to retrieve detail that was previously billed during the current budget period to reflect in the total billed for budget period column. We've been successful with having the correct budget detail appearing. The remaining budget is a simple calculation of budget less total billed for budget period. Once we solve for the total billed for budget period we know the remaining budget detail will be accurate.