Project> Reports> Project> Project - Actual vs. budget> Project - Profit & Loss

Use this report to analyze profit and loss projects by comparing actual and budgeted values.

The following table shows the relationship between the figures in the report columns and the posting setup.

Column name	Posting type
Hour-Qty	Cost
Cost-Hour	Cost
Cost-Expense	Cost Accrued loss
Cost-Item	Cost Cost - Item
Total cost	Cost Cost - Item Accrued loss
Revenue	Invoiced revenue Invoiced revenue - On account Accrued revenue - Sales value Accrued revenue - Production Accrued revenue - Profit Accrued revenue - On account Accrued revenue - Subscription
Value added (Revenue) - (Cost-Expense) - (Cost-Item) Or (Gross margin) + (Cost-Hour)	Cost Cost - Item Accrued loss Invoiced revenue Invoiced revenue - On account Accrued revenue - Sales value Accrued revenue - Production Accrued revenue - Profit Accrued revenue - On account Accrued revenue - Subscription
Gross margin (Revenue) - (Total cost)	Cost Cost - Item Accrued loss Invoiced revenue Invoiced revenue - On account Accrued revenue - Sales value Accrued revenue - Production Accrued revenue - Profit Accrued revenue - On account Accrued revenue - Subscription

Navigating the report

The following links and tables provide descriptions for the controls in this report.

Button	Description
Recurrence	Change the start time and start date of the batch job, or set up a recurring batch job.

Field	Description
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/ Break date/ To date	Specify a start date and end date to include category earnings that are posted in Project. NoteSee the note at the bottom of this table for Break date.
Ledger date From date/ Break date/ To date	Specify a start date and end date to include category earnings that are posted to the ledger. NoteSee the note at the bottom of this table for Break date.
Actual vs. Budget	Deviation: View the difference between the actual and budgeted values. Sum: View the sum of actual and budgeted values.
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.
Skip blank ID	Select whether to exclude unidentified projects, such as internal projects.
Show amount	Select how you want decimals to appear in the report.
Skip zero	Select whether to exclude all rows in the report where the amounts are equal to zero.

Note
When you select Sumin Actual vs. Budget, the Break datethat you enter determines where the calculation of Actual ends and the calculation of Budget begins.

See Also