01What it is
The report covers projects created in the chosen date range, excluding cancelled ones. Project revenue is the actual price, or failing that the planned price or the total of the items. Each project shows where its amount comes from.
Cost is the approved costs from the site cost register: materials from stock and purchases, labour, subcontractors and costs entered by hand. Actual time comes from closed attendance entries, and the plan from task hours or from the quote.
A project with no attendance entry at all is marked incomplete data, because its labour cost is zero and the margin looks better than it really is.
- REAL COST
- Materials, labour, subcontractors and other costs.
- PLAN VERSUS REALITY
- Planned and actual time on every project.
- BREAKDOWN
- Margin by site, customer, category and project type.
02What it is for
Which projects pay
Margin and margin percentage on every project.
Better quotes
Planned versus actual time is the basis for adjusting future quotes.
Which customers earn
The margin broken down by customer and site.
Trend
Revenue, cost and margin month by month.
03Main options
The report has tiles with forecast revenue and margin and three tabs: Result, Projects and Breakdown.
Profit versus spend
A picture of the whole period.
- Revenue, cost and margin over time
- What the revenue is made of: materials, labour, margin
- Services by turnover, with a category and group filter
Plan versus reality
Every project with its result.
- Project, site, category and group
- Revenue with its source: actual, planned or estimated from items
- Planned and actual time, real cost, result and margin %
Margin by dimension
You pick a dimension and the table adds up to the whole.
- Dimensions: category, group, site, project type, customer
- Hours, materials and labour cost, subcontractors, other costs, margin and margin per hour
- Projects with no value in the dimension go under Unassigned
04Tasks step by step
- STEP 1Open Modules › Reports › Projects and profitability, the Projects tab.
- STEP 2Set the date range and check the Result and Margin % columns.
- STEP 3Click a project to check its costs and working time.
- STEP 1Open the Breakdown tab.
- STEP 2In the Dimension field choose Customer.
- STEP 3Compare the margin and the margin per hour between customers.
- STEP 1Projects marked incomplete data have no attendance entry at all.
- STEP 2Record people's attendance on those projects so that the labour cost is real.
05Actions
The most common tasks in the profitability report.
Date range
Compared with the previous period.
Dimension
The margin by the dimension you pick.
CSV export
The projects table and the margin breakdown.
06What it connects to
Choose a module to see where the amounts come from.
Site costs
Cost is the approved entries from the site cost register.
Go to the topicSite costsAttendance
Actual working time comes from closed attendance entries.
Go to the topicAttendance