$ 33.12
| Required Apps |
•
Invoicing (account)
• Discuss (mail) |
| Technical Name |
project_profit_loss_report
|
| License | OPL-1 |
| Technical Name |
project_profit_loss_report
|
| License | OPL-1 |
Introduction
Unlock a new level of financial control over your projects with the Project Profit & Loss Report module for Odoo. This essential accounting tool provides a detailed breakdown of the profitability of each project or analytic account, allowing you to move beyond high-level summaries and understand the real financial performance of your operations. By consolidating all project-related income and expenses into a clear and concise report, this module empowers project managers and financial analysts to monitor profitability, identify trends, and make strategic decisions to ensure every project is a financial success.
Key Features
Detailed P&L Reporting: Generate comprehensive profit and loss reports for specific projects or analytic accounts.
Analytic Account Integration: Leverages Odoo's analytic accounting to track all project-related revenues and costs.
Flexible Date Ranges: Analyze project performance over any period by selecting custom start and end dates.
PDF Export: Easily print and share professional P&L reports in PDF format.
Multi-Project Analysis: Select and analyze multiple projects or analytic accounts in a single report.
Comprehensive Data Sources: The report aggregates data from various sources, including customer invoices, vendor bills, and timesheets, to provide a complete financial picture.
Benefits
Enhanced Project Profitability: Gain clear visibility into the financial performance of each project to maximize profitability.
Informed Decision-Making: Use detailed P&L data to make strategic decisions about project planning, resource allocation, and pricing.
Improved Financial Control: Maintain tight control over project finances by closely monitoring revenues and costs.
Accurate Financial Analysis: A reliable and accurate tool for financial analysts and project managers to assess project performance.
Streamlined Reporting: Simplify your financial reporting process with an easy-to-use and powerful P&L reporting tool.
Greater Transparency: Provide stakeholders with a clear and transparent view of project financial performance.
Compatibility & Technical Details
Required Modules: Invoicing (account), Discuss (mail)
License: OPL-1
Technical Name: project_profit_loss_report
Installation: To install this module, add the module folder to your Odoo addons path. In developer mode, update the app list from the Apps menu and click on the "Install" button.
Project / Analytic Account Profit and Loss Report Odoo App
Profit and Loss for Project / Analytic Account
This app allows you to print a Profit and Loss report for selected analytic accounts/projects as shown below screenshots.
Main Features
- Allow you to print a profit and loss report in pdf format for analytic accounts and projects. This report is built based on analytic items / analytic entries in Odoo which come from various sources like customer invoices, vendor bill, timesheets etcâ¦
- You can select the start and end period on the wizard and analytic accounts and the system will print Profit and loss reports for that as shown in the below sample.
- Please note that the Cost/Revenue button on the analytic account form has been renamed now to Gross Margin since version 15.0. So if you see *Cost/Revenue* button on any below screenshot(s) and in the video please consider it as a new renamed button *Gross Margin*.
- For more details please check the below screenshots and watch the video.
Menus Available:
-
Invoicing
-
Reporting
- Analytic Profit and Loss
-
Reporting
Important Note for App: For Analytic entries (Analytic Items) where Financial Account is set system will show it on the Profit and Loss report as Financial Account name but for Analytic Entries where Financial Account is not available on analytic lines then the system will show it as Other Income or Other expense (For e.g. Timesheet Entries does not have a financial account set on its analytic lines.).
Edition Compatibility:
Enterprise Odoo.sh Community
Invoicing Menu (Odoo Standard)
Example 1
Analytic Account Form (Odoo Standard) with Gross Margin Button (Odoo Standard)
Analytic Account Line Group by with Financial Account (Odoo Standard)
Analytic Account / Project
Analytic Profit and Loss Report Menu Wizard
Wizard Screen to Print Profit and Loss for Analytic Account
Select Analytic Accounts on Wizard
Printed Report Sample PDF
Example 2
Analytic Account Form (Odoo Standard) with Gross Margin Button (Odoo Standard)
Analytic Account Line Group by with Financial Account (Odoo Standard)
Select Analytic Accounts on Wizard
Printed Report Sample
Example 3
Analytic Account Form (Odoo Standard) with Gross Margin Button (Odoo Standard)
Analytic Account Line Group by with Financial Account (Odoo Standard)
Select Analytic Accounts on Wizard
Printed Report Sample
Contact / Support
Introducing
Probuse Consulting Services Pvt. Ltd.
If you need any help or want more additional features, you may contact us through:
Email:
[email protected]
Website:
www.probuse.com
Skype: mustufa_probuse
Probuse Consulting Service Pvt Ltd is an Software and Web development specialist which offers complete business application together. We are well experienced to provide a face for your business on the software and Internet level.
Probuse Consulting Service Pvt Ltd is a specialist in Odoo/OpenERP services and could give your business open source hand to drive.
Our Services
-
Odoo Implementation
-
Odoo Support
-
Odoo Customization
-
Odoo Migration
-
Odoo Training
Odoo Proprietary License v1.0 This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file). You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one). It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software. The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.