This report gives a simple overview of the Costs and Revenue related to a Project. It is an ideal report to give an overall health check as a Project progresses, and as a final review on a completed Project, as you can compare your Quoted Income and Costs to the Actuals. This way you can see at a glance which areas are operating over or under forecasted costs, and the knock-on effect this has on your Profit and Profit Margins.
The report is broken down by Service Category, so you can see which areas of the Project are over or under plan.
To open the report:
- From the Project, open the Reports+ tab
- Select P&L Report
- The report will generate on screen
- Click Export to Print to PDF
Field Definitions
| Field | Definition |
|---|---|
| Quoted Revenue | Total revenue from all Confirmed and Completed Quotes |
| Quoted Cost | Total estimated cost from Confirmed and Completed Quotes |
| Booked Revenue | Revenue value of all booked and scheduled work |
| Actual Cost | Buy-rate cost of all booked and scheduled work |
| Profit | Booked Revenue minus Actual Cost |
| Margin % | Profit divided by Booked Revenue, expressed as a percentage |
| Total Invoiced | Sum of all invoices raised, excluding reconciliations |
| Exposure | Cumulative cost to date minus cumulative invoiced to date |
Please note: Quoted Revenue includes only Confirmed and Completed Quotes. Quotes with other statuses such as New or Awaiting Authorisation are not included.
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article