Run the Project profitability report to analyze profit or loss by project for a specified date range.
Use the following invoice parameters to filter the report:
Parameter | Description |
|---|---|
Invoice | Select whether to include customer invoices for actual project transactions. |
On-account | Select whether to include on-account invoices. |
Invoice date | Select the starting and ending invoice dates to include. |
Invoice account | Click Select. In the ProjPrintInvoice form, in the Criteria field, select an invoice account to include. To add more, click Add. |
Project contract ID | Click Select. In the ProjPrintInvoice form, in the Criteria field, select a project contract to include. To add more, click Add. |
Sales currency | Click Select. In the ProjPrintInvoice form, in the Criteria field, select a sales currency to include. To add more, click Add. |
Invoice | Click Select. In the ProjPrintInvoice form, in the Criteria field, select an invoice to include. To add more, click Add. |
Review profitability
When you generate this report, the following default parameters are shown. You can use these parameters to filter the data that will be shown on the report:
Parameter | Description |
|---|---|
Include project types | Select the project types to include on the report. |
Include transaction types | Select the transaction types to include. You must select at least one. |
Project date | Enter a from and to date to include project-posted transactions. |
Ledger date | Enter a from and to date to include ledger-posted transactions. |
Actual vs. Budget | Select whether to show actual values or budgeted values. |
Forecast model | Select the forecast model to use for the report. |
Project view | Select how the first column is displayed on the report. |
Project level | Choose the number of subproject levels to display:
|
Skip blank ID | Exclude projects without IDs, such as internal ones. |
Skip zero | Exclude rows with amounts equal to zero. |
Show amount | Choose how to display amounts:
|
Show hour | Select whether to display quantity of hours, cost for posted hours, or both. |
PL ratio | Choose how to display the profit/loss ratio:
|
Project | Click Select. In the Project profit and loss form, select projects to include. To add more, click Add. |
Steps
Go to Project management and accounting > Inquiries and reports > Cash flow reports > Project cash flow.
Select Yes in the Time and material field.
Select Yes in the Fixed-price field.
Select Yes in the Hour field.
Select Yes in the Expenses field.
Select Yes in the Item field.
Select Yes in the Fee field.
Select Yes in the On-account field.
In the From date field, enter a date.
In the To date field, enter a date.
Select Yes in the Include paid payment field.
Select Yes in the Include expected payment field.
Click OK.