The Job Project Financials Report offers a detailed financial overview of a Job Project, including costs, revenues, and profitability. This report is vital for financial analysis and job project management. The steps are as follows:
- Navigation – Go to Job Projects > Job Projects > Reports and then select the Job Project Financials item. SapphireOne will display the Job Project GL Reports print dialog screen, ready for data entry.
- Report Criteria – Select as follows:
- Share Destination Menu – Choose from: Printer, Custom Report or CSV.
- Report Type Menu – Select one of the following: Balance, Income & Costs, Joint Venture Detail, or Joint Venture Summary.
- Report Details Menu – Choose from: Account Details, Account Class, Project ID, or Project Class..
- Report Selection Menu – This is a critical field. Use the drop-down menu to select either All Records or Current Selection.
- Additional Filtering options –Two drop-down menus are available to apply further filtering. These allow the user to specify whether to include or exclude certain items from the report.
- Options Button – Once all of the above criteria have been entered select the Options button.
- The options button can be used to select periods and/or the actual & budget options for comparison reports.The Options Button allows for even further customisation of the Report.
- Processing – Click the Process button to print or generate the report based on your selected criteria.
For more detailed instructions, please refer to the Job Projects > Job Projects > Job Project Financials Report article.