Description
The Planned Project P&L report provides a detailed breakdown of the planned profit and loss for a project, available in two versions: By Budget and By Estimate. The By Budget version is based on budgeted figures from the project budget document generated in the Project Costing module, while the By Estimate version uses planned figures from Project Estimates. Both outline revenue and cost components across project tasks, supporting effective monitoring, budgeting, and cost control during project planning.
Structure
Generate - Executes the report based on the selected filters or parameters.
Find- Allows users to search within the report for specific text or values.
Collapse/Expand Groups – Show or hide grouped sections in the report.
Print Button- Opens a print preview or directly sends the report to a printer.
Fit to Screen/Zoom Button- Adjusts the report layout to fit within the screen or zooms into specific areas.
Search Button (Magnifying Glass)- An alternate or advanced search tool for locating specific records or entries.
Edit Mode Button- Enables editing mode for the report or screen.
Save disk- Allows formatting or exporting options to be saved to the desk as per required formats, such as to Excel or PDF.
Send- Used to email or forward the report directly to another user or contact.
Project It refers to the name of the specific project phase or task being reported on, such as Concrete Works.
The Code WBS, Project Task indicates the Work Breakdown Structure (WBS) code and associated task.
Revenue / Costs Identifies whether the entry is classified as an income (revenue) or an expense (cost).
Income / Expense Item describes the particular income-generating element or cost-incurring component relevant to the task.
Item lists the detailed subcomponents or specific line items that contribute to the overall revenue or cost calculation.
Quantity, Price, Amount: These columns provide the measurement (e.g., m², unit), estimated unit price, and total calculated value (Quantity × Price).
Revenue entries show quantities, unit prices, and total amounts, while cost entries are listed as negative values, reflecting planned expenditures. Totals are provided per section and summarized at the project level to reflect the net planned result.
The report (By Estimate) shows the estimated profit for the "Concrete Works" task by comparing planned revenue and costs. Revenue totals AED 478,296.03, while total costs amount to AED 400,238.09 (including materials, labor, depreciation, and subcontracting), resulting in a planned profit of AED 70,053.18. The report helps assess profitability and cost distribution for better project planning.
Filters and parameters
Without templates – When checked, it excludes template data, showing only actual project data.
Entity – Selects a specific legal entity or company unit; the report shows data for the chosen entity only.
Project – Filters the report to a selected project
Project Task – Filters by specific tasks or sub-tasks within the project; if empty, all tasks are included.
Company- filter displays data for one selected company.
The income/expense item filter narrows data to certain costs or revenues.