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This text refers to program version 8.5  

Project Profit & Loss

This page describes the Project Profit & Loss report in the Job Costing module.

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The Project Profit & Loss report summarises the total income, costs and gross profit of each Project, calculated from Project Transactions. These figures are compared with budgeted income and costs.

If a Project is to be invoiced on an "Actual" basis, its total income will be calculated using the sales prices in the related Project Transactions. If a Project is to be invoiced on an "As Budgeted" basis, its total income will be calculated using the sales prices in the Project Budget rows. In both cases, the cost prices in the calculations will be taken from Project Transactions.

When printed to screen, the Project Profit & Loss report has the Standard ERP drill-down feature. Click (Windows/macOS) or tap (iOS/Android) on any Project Code in the report to open a Project record. From the Detailed version of the report, you can also click or tap on any figure in the Budget column to open the Project Budget and on any Cost figure to produce a Project Invoicing report for the Project.

Project

Paste Special    Project register

Range Reporting    Alpha

Specify here the Projects that are to be covered by the report. You must specify a Project or a range of Projects, otherwise the report will be blank.

Function

Use these options to control the level of detail that is to be shown in the report.

Overview

This version of the report contains three lines for each Project: total income, total costs and gross profit. Each of these rows contains actual and budgeted figures, and the difference between the two expressed as a percentage.

Detailed

This uses a similar format to the Overview, but has separate figures for each Item used.

All figures for a particular Project will be in the Project Currency.

Include Sub-projects

You can use Mother Projects and sub-projects when there is an overall plan or scheme that consists of several smaller jobs. For example, if the overall plan (the Mother Project) is to move office, various sub-projects might be installing the network cabling, installing a telephone system and moving the stock to the new warehouse or stock room.

Select this option if you would like the figures for a Mother Project to be calculated from Project Transactions and Project Budget rows registered both for itself and for all its sub-projects. The sub-projects will be listed separately in the report, assuming they meet the other reporting criteria. If you do not select this option, the figures for the Mother will be calculated only from its own Project Transactions and Project Budget rows.

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Reports in the Job Costing module:

• Introduction
  

• Budget Follow-Up
  

• Employee Statistics
  

• Employee Status
  

• GP, Employees
  

• GP, Projects
  

• Project Actual vs Budget
  

• Project Invoicing
  

• Project List
  

• Project Price List
  

• Project Profit & Loss
  

• Project Purchase Orders
  

• Project Purchases
  

• Project Quotation/Budget
  

• Project Revenue Recognition
  

• Project Status
  

• Project Transactions
  

• Service Item Statistics
  

• Time Sheet Journal
  

• Validate Project Transactions

Go back to:

• Home page for Job Costing module manual
  

• Home page for Standard ERP manual

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