Project Profit & Loss

Hello @Rmak0501 ,

 Finance → Preferences → ARM Reports screens can be used to create Project Reports, same screens and same methods that we use to create GL Financial Reports.

When you choose Type = PM, then you can build a report using Projects, Tasks, Account Groups instead of Branch, Account, Subaccount.  Project Reports can be added to the Projects module Reports menu.

If the ARM reports don’t meet your needs, Ve lixo Excel add-on also offers project reporting capabilities.

Laura

Hi,

So the user have to create one themselves? Why there is no such report ready in the system?

Thank you.

Regards,

Raymond

Hi,

I just check in the system but I don’t find ARM reports under Finance/ Preferences.

Regards,

Raymond

Thank you.

Regards,

Raymond

Hello Raymond,

I’m sorry if I’m  not being clear; I am trying my best to assist.

When I log into Acumatica, Acumatica offers me several choices of Tenants. Here is a picture of my login, where you see Klear Systems along with Training and Demo tenants:

Your “Partner” or Value Added Reseller “VAR” is your consultant, the people or company who sold Acumatica to your company. These are the people who provide you with Support and Services (like Training or custom reports) for your Acumatica ERP System.

If you don’t know who your Partner is, Acumatica will see this post and will help you.  You may get their attention faster by clicking on @Chris Hackett ‘s photo in any of his posts and then click ‘Message’ to send a quick note. Identify your company and give your contact information to Mr. Hackett and the right Acumatica Personnel will contact you to assist.

Laura

Hi Laura,

I apologize for my original reply. I change it right after I send it but I think you can still see them.

I truly appreciate your help.

Thank you.

Regards,

Raymond

Don’t worry, we are good. The Project P & L will get sorted out !

Laura