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Former Member

Showing the planned/actual revenue/expense on a project

Hi Experts,

I want to create a report which shows the planned vs actual revenue in a structure easy to read for the client:

Revenue (planned/actual/variance/variance%)

less COGS (planned/actual/variance/variance%)

Gross Profit (planned/actual/variance/variance%)

Gross Profit % (planned/actual/variance/variance%)

less OpEx (planned/actual/variance/variance%)

Net Profit (planned/actual/variance/variance%)

Has anyone created such a report (which can be run for multiple projects) and can give me an idea of the data sources used for this?

The closest I could find is the Project Cost & Revenue aggregated where I get the data using the Business transaction type on Columns and Key figures on rows.

Is there a clearer/better way of doing this?

Regards,

Sebastian

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  • Best Answer
    Posted on Dec 11, 2014 at 04:56 AM

    Hello Sebastian

    I think the data source identifed by you is right one and can give you most of the details you need. You can create the custom report on this data source to enable the multiple project selection and add all the keg figures needed to get the desired results.

    If you are looking for just actuals, then you can use the Profitability Management data source.

    Thanks

    Parveen Kumar

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