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Articles tagged #PROFITABILITY

Articles tagged

#PROFITABILITY

Project Profitability Detail Report Shows "No Data Available"

Make the information on the Project Profitability Detail report show up as it shows "No Data Available" when selected even though amount are in the Summary

Business Intelligence

Project Profitability Report > Employee Column

User would like to show an Employee Column consisting of First and Last Name on the Project Profitability Report.

Users & Roles

Custom Role Cannot Access Project Profitability Report

User with a custom role cannot access the Project Profitability report.

Business Intelligence

Journal Entries not Available in the Customer Profitability Report

The user creates a Customer Profitability Report by going to Reports > Customers/Receivables > Customer Profitability. However, journal entries are not available on the report.

CRM

Displaying Approved Time as Actual Costs in Advanced Project Profitability Report

When creating project profitability configurations, theTreat Tracked & Approved Timeas Actual Costpreference enables you to select approved time as actual costs without posting time. You can also display tracked and approved time as actual costs on the P&L subtab. Displaying approved time as actual costs ensures the estimate at completion and estimate to complete calculations are more accurate.

CRM

To copy or edit an existing Project Profitability configuration

Go toSetup > Accounting > Project Profitability.

CRM

To create a new project profitability configuration

Go toSetup > Accounting > Project Profitability.

CRM

Project Profitability Rules

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

CRM

Creating Custom Project Profitability Reports

Advanced Project Profitability uses filters to map accounts and items to specific columns and rows within a custom project profitability report. The feature comes with a standard configuration of account and item mappings. You can edit and customize the standard configuration and create custom profitability reports to fit your business needs. You can create multiple configurations. All of your project profitability reports are located at Reports > Projects > Project Profitability Reports.

CRM

Project is Not Showing on Project Profitability Report

Active Projectis not showing on theProject Profitability Report.

CRM

Resolve: "An Unexpected Error Occurred" When Viewing Project

SCENARIO

WhenAdvanced Project Profitabilityfeature is enabled, customer gets an unexpected error when viewing/editing projects and project list.

SOLUTION

A possible reason of the unexpected error is missing configuration in the Project Profitability setup which might be deleted by a user.By default, a standard configuration is added whenAdvanced Project Profitabilityfeature is enabled. To resolve the error, user can do either of the following:

Re-toggle theAdvanced Project Profitabilityfeature to retrieve the standard configuration:
1. Navigate toSetup > Company > Enable Features
2. ClickCompany
  - Advanced Project Profitability: EnterCheckmark
3. ClickSave
  Note:This will automatically retrieve the standard configuration in the Project Profitability setup page
Create a new configuration:
1. Navigate toSetup > Accounting > Project Profitability
2. ClickConfigurations
3. ClickNew
4. Define all settings as needed
5. ClickFinish
  Note:After saving, user will be redirected to Project Profitability Setup page
6. P&L Default:select the created configuration
7. ClickSubmit

Payroll

Customer Profitability Detail Report

The Customer Profitability Detail report shows cost, revenue, and profit dollar amounts categorized by customer.