Include project types

Select the project types that you want to include in the report.

Include transaction types

Select the transaction types that you want to include in the report.

Project date

From date> To date

Specify a start date and end date to include project transactions that posted in Project.

Ledger date

From date> To date

Specify a start date and end date to include project transactions that posted to the ledger.

Actual or Budget

Select Actualto display actual values in the report ( Budget value - Actual value).

Select Budgetto display budgeted values in the report ( Budget value + Actual value).

Forecast model

Select the Forecast modelthat you want the report to use.

Project view

Select how you want to display the first column of the report.

Project level

• Specify the number of subproject levels. Select 0 to display all projects that are summarized in one line, 1 to display only parent projects, and 2 to display subprojects.

• The projects below the parent project level are summarized on one line, and an asterisk (*) indicates if the summarized number includes subprojects below the first subproject level.

Skip blank ID

Select whether to exclude unidentified projects, such as internal projects.

Skip zero

Select whether to exclude all rows in the report where the amounts are equal to zero.

Show amount

Select how you want decimals to appear in the report.

Show hour

Select whether to display the amount of hours, the quantity of hours, or both in the report.

P&L Ratio

Select the contribution ratio, value-added ratio, or both.

• None: Select this option to run the report without displaying the contribution ratio or the value added ratio.

• Gross margin: Select this option to add a new column to the report that displays the contribution ratio. Contribution ratio= Gross margin/ Revenue

• Value-added: Select this option to add a new column that displays the value-added ratio to the report. Value-added ratio= Value-added/ Revenue

• Both: Select this option to add two new columns that display the contribution ratio and the value-added ratio to the report.