Generate a Job Project Financials Report

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:

  1. Navigate to Job Projects > Job Projects > Job Project Financials Report.
  2. Select Report Criteria:
    • Project – Choose the Job Project from the drop-down menu.
    • Date Range – Enter the start and end dates for the financial period.
    • Department – Select the relevant department if applicable.
  3. Click on the Recalculate button to generate the financial report.
  4. Review the financial details displayed.
  5. Use the Export to HTML or Export to CSV buttons to save the report.
  6. Click the Print button to print the report if needed.

For more detailed instructions, please refer to the Job Projects > Job Projects > Job Project Financials Report article.

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