Profit and Loss Statement

Overview

Profit and Loss Statement displays Month-to-Date and Project-to-Date actual project profit and loss compared to the Revised Budget.

Report Options

Internal Company – The company from which the data is being reported.

Fiscal Period – Enter the fiscal period to report on.

Project Status – Select from Active, Closed or Inactive project statuses.

Project Type – Select the type of project from the dropdown list. Available Project Type options are defined in Project Types under Projects | Setup.

Project Manager – Click Lookup  to select the project managers to be included on the report. One or more project managers may be selected. If the field is empty, all active project managers will be considered for inclusion on the report.

Customer – Click Lookup to select the customers to be included on the report. One or more customer id’s may be selected. If the field is empty, all customers will be considered for inclusion on the report.

Project - Click Lookup to select the projects to be included on the report. One or more project id’s may be selected. If the field is empty, all projects will be considered for inclusion on the report.

Department – Click Lookup to select the Home Department assigned to projects to be included on the report. One or more Home Departments may be selected. If the field is empty, all active Home Departments will be considered for inclusion on the report.

Territory – Click Lookup to select the Home Territory assigned to projects to be included on the report. One or more Home Territories may be selected. If the field is empty, all active Home Territories will be considered for inclusion on the report.

Product – Click Lookup to select the Home Product assigned to projects to be included on the report. One or more Home Products may be selected. If the field is empty, all active Home Products will be considered for inclusion on the report.