Follow project profitability into transaction detail

Project Manager puts income, costs, profit, and margin beside each project. Start with Dates and Filters to choose the period and accounting basis.

Select this year and accrual basis, then apply the financial settings. The grid uses that period to calculate each project’s results.

Compare the projects and spot the negative margins. Brand Refresh Phase Two has costs above its income. Expand that project to investigate.

The expanded project reveals the supporting transactions. Review the income and cost lines to understand what is driving the loss, and follow a transaction into QuickBooks when you need more detail.