Question

Monthly gross profit for projects

  • 13 June 2024
  • 3 replies
  • 35 views

Userlevel 5
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Hello community,

Where can I see monthly gross profits for projects? If we dont have any data views created for this, then which fields shall I consider to check the numbers?

Thanks.


3 replies

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Hello Harry,

Project P & L reports may be created in Finance → Preference → Report Definitions by changing Report Type from GL to PM:

 

 

 

 

Userlevel 5
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Hello Harry,

Project P & L reports may be created in Finance → Preference → Report Definitions by changing Report Type from GL to PM:

 

 

 

 

Hey @Laura02 , can you share the XML of this? It is not there in Sales Demo

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 Anyone can add the same report by designing it in these screens:

It’s not an Acumatica- provided report, it’s my personal work that I’m showing you for inspiration and to direct you to the screens where you can create the same report for your company.

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