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Project profit and loss (actual vs. budget) report (ProjProfitLossProj2Column)
Article
11/29/2021
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Important This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans. Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012 Use this report to analyze profit or loss on projects and to compare actual values to budgeted values. How to filter the data on this reportWhen you generate this report, the following default parameters are displayed. You can use these parameters to filter the data that will be displayed on the report. For more information, see Filter the data on a report. Field Description Include project types Select the project types that you want to include on the report. You must select at least one project type. Include transaction types Select the transaction types that you want to include on the report. You must select at least one transaction type. (Project date) From date / Break date / To date Select a starting date and an ending date to include transactions that are posted to projects. Note When you select Sum in the Actual vs. budget field, the break date that you enter determines where the calculation of Actual ends and the calculation of Budget starts. (Ledger date) From date / Break date / To date Select a starting date and an ending date to include transactions that are posted to the ledger. Note When you select Sum in the Actual vs. budget field, the break date that you enter determines where the calculation of Actual ends and the calculation of Budget starts. Actual vs. budget Select from the following options: Deviation – Select to view the difference between the actual and budgeted values. Sum – Select to view the sum of actual and budgeted values. Forecast model Select the forecast model that you want the report to use. Note If you are using project budget control, select the budget forecast model that is used by this project. Project view Select how you want to display the first column of the report. Project level Specify the number of subproject levels. Select 0 to display all projects that are summarized in one line. Select 1 to display only parent projects. Select 2 to display subprojects. Note The subprojects below the parent project level are summarized on one line, and an asterisk (*) indicates that the summarized number includes subprojects below the first subproject level. Skip blank ID Select whether to exclude transactions that are not associated with a project ID. Show amount Select how you want decimals to appear on the report. Select from the following options: With decimals – Amounts are displayed to two decimal places of your company currency. Without decimals – Amounts are rounded to integers. Amount in 1,000 – Amounts are rounded to the nearest 1,000 units of your company currency. Amount in 1,000,000 – Amounts are rounded to the nearest million units of your company currency. Skip zero Select whether to exclude all rows on the report where the amounts are equal to zero. Project Click Select. In the Project profit and loss (actual vs. budget) form, select a project to include on the report. To add more than one project, click Add. How to work with reportsThe following topics explain how to print a report and how to filter and sort the data on a report. Print or email a report Filter the data on a report Sort the data on a report Details of this reportThe following table explains where to find the report in the Application Object Tree (AOT) and how to navigate to the report in the Microsoft Dynamics AX client. Detail Description Name of report in the AOT ProjProfitLossProj2Column Location of report in the AOT SSRS Reports\Reports\ProjProfitLossProj2Column Menu item of the report ProjListProjProfitLossProj2Column Navigation to the report Click Project management and accounting > Reports > Project statements > Profit and loss > Profit and loss (actual vs. budget) > Project profit and loss (actual vs. budget). Where the data in this report comes fromThe data on this report comes from the following sources: ProjListProjProfitLossProj2ColDP.processReport PROJLISTPROJPROFITLOSSTMP table ProjTable Note To determine where the data in the temp table comes from, view the cross-references for the ProjListProjProfitLossProj2ColDP.processReport class. If you are a developer, you can learn more about where the data on a report comes from by using the following procedure. Open the AOT. Locate the report in the SSRS Reports\Reports node. Right-click the report and click Add-Ins > Cross-reference > Using (instant view). |
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