Project Profitability

Form ID: (PM624000)

Note: This report is available only if the Projects group of features is enabled on the Enable/Disable Features (CS100000) form.

This report displays profitability for either completed projects or all the active and completed projects in the system. For each project, the report lists the customer, project manager, project status, project currency, project income, and project expense. Also, the report shows the profit margin amount (which is calculated as the difference between the project income and expense), and profit margin percentage (which is calculated as the ratio of the profit margin and project income).

See the following section for a description of each parameter on the Report Parameters tab of the report form. For more information about using other elements on the report form, see Reports.

Report Parameters

On the Report Parameters tab, you use the following parameters to select the information to be displayed on the report:

  • Project: The project for which you want to view profitability information. You can select a project to view only profitability information for this project, or leave the box blank to view the report for all projects. Only projects with the Active and Completed status are available for selection.
  • Customer: The identifier of the customer for whom you want to view the report. Select a customer to view the profitability of projects related to this customer, or leave the box blank to view projects of all customers.
    The list of customers available for selection may be limited based on the role or roles assigned to the user account to which you are signed in if the Customer and Vendor Visibility Restriction feature is enabled on the Enable/Disable Features (CS100000) form. In this case, the Restrict Visibility To box appears on the Financial tab of the Customers (AR303000) form. With the feature enabled, a customer is available for selection if one of the following is true:
    • The Restrict Visibility To box is empty for the customer—that is, the customer’s visibility is not restricted.
    • A branch, company, or company group is specified in the Restrict Visibility To box for the customer, and your user account has the role specified in the Access Role box of the Configuration Settings section of one of the following: the Branch Details tab of the Branches (CS102000) form for the branch, or the Company Details tab of the Companies (CS101500) form for the company or a company within the company group.
  • Project Manager: The project manager for which you want to view information. You can select a project manager to view the profitability of the projects assigned to this project manager, or leave the box blank to view the report for projects of all project managers.
  • Include Active Projects: A check box that you select to include both the active projects and the completed projects and their details in the report. If the check box is cleared, the report lists only the completed projects.