Group |
Project |
Description |
Compare sales invoices against project costs |
Business Purpose |
Discover the profit margin of a project |
Ideal For |
Project Director Project Manager |
Standard project filters
Filter Name |
Selection |
Criteria |
Start date |
Earliest incurred date for items on the report |
Date that the expenses and time were logged to |
End date |
Latest item incurred date |
Date that the expenses and time were logged to |
Field Name |
Description |
Criteria |
Project code |
Project code |
Entered into the project summary |
Project name |
Project name |
Entered into the project summary |
Invoiced |
Total amount invoiced |
Total of all invoiced items, can be seen in Invoice History |
Time costs |
Cost of all time logged to the project |
Includes all logged time from approved timesheets including those from users who have subsequently been deleted. Time that has been reconciled to a purchase invoice is excluded |
Expense costs |
Total expenses submitted to the project |
Submitted expense sheets that have been approved |
Total costs |
Total costs of the project |
Calculated by Time costs + Expense costs |
Margin % |
Total costs as percentage of invoiced |
Calculation is ((invoiced – total costs) / invoiced * 100) |
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