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:
- Navigate to Job Projects > Job Projects > Job Project Financials Report.
- 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.
- Click on the Recalculate button to generate the financial report.
- Review the financial details displayed.
- Use the Export to HTML or Export to CSV buttons to save the report.
- 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.