Project Profit Summary displays a summary, one row per project, of the actual profit for Month-to-Date, Year-to-Date and Project-to-Date as of the date specified. The report also includes budget information, unbilled balances, AR balances and overall realized labor rates as of the date specified. The data is presented in horizontal format.
Internal Company – The company from which the data is being reported.
Project Type – Select from Active, Closed or Inactive project statuses.
Project Status – Select from Active, Closed or Inactive project statuses.
Fiscal Period – Enter the fiscal period to report on.
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.
Home 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.
Home 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.
Home 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.