Project profit and loss report (ProjProfitLossProj)

  • Article

Important

This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

Use this report to analyze the profit or loss by project for a specified date range.

How to filter the data on this report

When you generate this report, the following default parameters are displayed. You can use these parameters to filter the data that will be displayed on the report. For more information, see Filter the data on a report.

Field

Description

Include project types

Select the project types that you want to include on the report.

Include transaction types

Select the transaction types that you want to include on the report. You must select at least one transaction type.

(Project date)

From date / To date

Specify a starting date and an ending date to include transactions that are posted to projects.

(Ledger date)

From date / To date

Specify a starting date and ending date to include project transactions that posted to the ledger.

Actual vs. budget

Select Actual to display actual values on the report.

Select Budget to display budgeted values on the report.

Forecast model

Select the forecast model that you want the report to use.

Note

If you are using project budget control, select the budget forecast model that is used by this project.

Project view

Select how you want to display the first column of the report.

Project level

Specify the number of subproject levels. Select 0 to display all projects that are summarized in one line. Select 1 to display only parent projects. Select 2 to display subprojects.

Note

The subprojects below the parent project level are summarized on one line, and an asterisk (*) indicates that the summarized number includes subprojects below the first subproject level.

Skip blank ID

Select whether to exclude unidentified projects, such as internal projects.

Skip zero

Select whether to exclude all rows on the report where the amounts are equal to zero.

Show amount

Select how you want decimals to appear on the report. Select from the following options:

  • With decimals – Amounts are displayed to two decimal places of your company currency.

  • Without decimals – Amounts are rounded to integers.

  • Amount in 1,000 – Amounts are rounded to the nearest 1,000 units of your company currency.

  • Amount in 1,000,000 – Amounts are rounded to the nearest million units of your company currency.

Show hour

Select whether to display the quantity of hours, the cost value for hours posted to a category, or both on the report.

PL ratio

Select to display a PL ratio column on the report from the following options:

  • None – Do not display a PL ratio column.

  • Gross margin – Display the gross margin amount for a category, which is calculated as actual revenue minus actual costs.

  • Value-added – Display the gross margin expressed as a percentage of revenue.

  • Both – Display both the Gross margin amount and Value-added percentage columns.

Project

Click Select. In the Project profit and loss form, select a project to include on the report. To add more than one project, click Add.

How to work with reports

The following topics explain how to print a report and how to filter and sort the data on a report.

Details of this report

The following table explains where to find the report in the Application Object Tree (AOT) and how to navigate to the report in the Microsoft Dynamics AX client.

Detail

Description

Name of report in the AOT

ProjProfitLossProj

Location of report in the AOT

SSRS Reports\Reports\ProjProfitLossProj

Menu item of the report

ProjListProjProfitLossProj

Navigation to the report

Click Project management and accounting > Reports > Project statements > Profit and loss > Project profit and loss.

Where the data in this report comes from

The data on this report comes from the following sources:

  • ProjListProjProfitLossTmp

If you are a developer, you can learn more about where the data on a report comes from by using the following procedure.

  1. Open the AOT.

  2. Locate the report in the SSRS Reports\Reports node.

  3. Right-click the report and click Add-Ins > Cross-reference > Using (instant view).