Profitability analysis enquiry

Open: Project Accounting > Project Enquiries > Analysis > Profitability Analysis.

1. To filter the information displayed in the enquiry, use the criteria to select the information that you want to show.

   • You can change the layout of this enquiry by selecting an option from the Enquiry grouping list. For example, you can arrange the information by project, project item type, or project item.

   The following criteria are specific to this enquiry:

   • To include potential revenue in the total revenue calculations, enable Factor potential revenue into profit.
   • To include committed costs in the total cost calculations, enable Factor committed cost into profit.

   Note: Factor committed costs into profit either includes or excludes potential cost transactions. Committed costs do not post to the nominal and will not have any WIP value.

   • To include overhead absorption rates in the cost calculations, enable Factor overhead uplift into costs.

   Note: If Exclude WIP is not selected, uplift for WIP costs is shown if Factor overhead uplift into costs is selected.

   • To include WIP in the project cost calculations, leave the Exclude WIP check box clear. To exclude WIP from the project costs, select the Exclude WIP check box.

2. Click OK. The project enquiry appears.

   The enquiry displays your project items, with group categories for revenues, prime costs and overheads. To display items and levels in the structure, click the + and - signs, or click Expand All and Collapse All.

3. To display further enquiries about an item, right-click on the item and select:
   • Cost Analysis by period.
   • Cost Transactions.
   • Revenue Analysis by period.
   • Revenue Transactions.
   • Nominal Transactions.
   • Project Record, to display the project structure and details.
4. To print the information displayed in the enquiry, click Print.