Profitability breakdown enquiry

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

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.
   • To exclude lines (e.g. projects and project items) from the enquiry results that have a value of zero, enable Hide zero values.

   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.
   • To include WIP in the project breakdown, leave the Exclude WIP check box clear. To exclude WIP from the project breakdown, select the Exclude WIP check box.
2. Click OK. The project enquiry appears.
3. To display items and levels in the structure, click the + and - signs, or click Expand All and Collapse All.
4. To print the information displayed in the enquiry, click Print