When setting up Advanced Project Profitability, you can create custom configurations for your custom profitability reports.

Custom configurations are based on rules you create to filter items and accounts into the selected rows and columns of your reports.

When you define rules for your rows and columns, NetSuite applies different logic to these rules based on whether they are including or excluding information. Rules that include information use OR logic, while rules that exclude information use AND logic.

You can define multiple rules and they are applied in order. Sorting on reports is dependent on rule configuration. On the P&L subtab the categories in rows and columns are sorted as defined in the configuration.

For example, you create a rule to include a few specific items, expenses, and a specific item type on your custom project profitability report. You also create a rule to exclude a few specific item types. To be included in your custom project profitability report, a transaction has to satisfy at least one of the include rules and also all of the exclude rules.