GP, Projects
This report calculates the gross profit per Project. The Detailed option shows separate gross profit figures for
time,
purchases,
materials and Order items. The gross profit is calculated using sales prices taken from Project Transactions or, where appropriate, from Project Budgets that have been marked as As Budgeted. In all cases, cost prices are taken from Project Transactions.
When printed to screen, this report has Hansa's Drill-down feature. Click on any Project Number in the report to open the Project.
- Project
- Paste Special
Project register, Job Costing module
- Range Reporting Alpha
- Enter a Project Number or leave blank to show all Projects.
- Project Leader
- Paste Special
Person register, System module
- Enter a Person's initials to report on all Projects where that person is recorded as Project Leader.
- Customer
- Paste Special
Customers in Customer register
- Range Reporting Alpha
- Enter a Customer Number to produce a report showing all Projects carried out for that Customer.
- Class
- Paste Special
Project Classes setting, Job Costing module
- Enter a Project Class to restrict the report to Projects of that Class.
- Item Group
- Paste Special
Item Group register, Sales Ledger/Job Costing module
- Enter an Item Group to restrict the report to Items belonging to that Group.
- Specify
- Check the boxes to include Projects of different Statuses. At least one of the first two options and at least one of the second two options must be selected, or a blank report will be produced.
- Invoiced
- Project Transactions that have been invoiced will be included in the calculations.
- Invoiceable
- Project Transactions that have not been invoiced will be included in the calculations. For this purpose, an invoiceable Project Transaction is one that does not have an Invoice Number (i.e. it can be related to a Project marked Do Not Invoice).
- Active Projects
- Projects that have been marked as Active or No More Transactions (using the options on the 'Terms' card of the Project screen) will be shown.
- Finished Projects
- Projects that have been marked as Finished will be shown.
- Function
- Use these options to control the level of detail shown in the report.
- Overview
- This option shows an overall gross profit figure for each Project.
- Detailed
- Shows separate gross profit figures for time, purchases, materials and Order items as well as an overall figure.
- Sorting
- Use these options to determine the order in which the Projects will be listed in the report.
- Include Sub-projects
- Mother Projects and sub-projects can be used when there is an overall plan or scheme that consists of several smaller jobs. For example, if the overall plan (the Mother Project) is to move office, various sub-projects might be installing the network cabling, installing a telephone system and moving the stock to the new warehouse or stock room.
- Check this box if you would like the gross profit figure for a Mother Project to be calculated from Project Transactions registered both for itself and for all its sub-projects. If you do not check this box, the gross profit figure for the Mother will be calculated from Project Transactions registered for itself only. The sub-projects will be listed separately in the report, assuming they meet the other reporting criteria.
Introduction to Reports in the Job Costing Module
