Costpoint Online Help

Contents of the Profit and Loss by Program Screen

Use this screen to display revenues and expenses by program in profit and loss format.

The report presents history in a way that allows managers to recognize trends throughout the year.

Note: You must provide information for all enabled fields in order for the report to run as expected, else an error message displays.

Period

Select the period for the report that you want to display.

Field Description
FY

Type the fiscal year in this field or click to select a fiscal year from the list.

End Date

Type the period end date using a mm/dd/yyyy format in this field or click to select a date from the list.

Budget Group

Use this field to select a budget group from the list.

Field Description
Budget Group

Click to select either budget (BUD), outlook (OLK), or a custom budget group.

FS Code

Use the option in this section to select the financial statement code.

Field Description
FS Code

Click to select the code for the financial statement that you want to display. The options include FS codes that are specific to your company.

Organization Source (Rev)

Select either Performing or Owning to generate a report using revenue as the Organization Source.

Field Description
Performing Select this option to filter the revenue source according to the budget of the Performing Organization, the one that primarily carries out the project work and is responsible for project management activities. This is the default option.
Owning Select this option to filter the revenue source according to the budget of the Owning Organization, the one that is typically responsible for procurement of the contract, customer relations, and financial accountability.

Organization Source (Cost)

Select either Performing or Owning to generate a report using cost as the Organization Source.

Field Description
Performing Select this option to filter the cost source according to the budget of the Performing Organization, the one that primarily carries out the project work and is responsible for project management activities. This is the default option.
Owning Select this option to filter the cost source according to the budget of the Owning Organization, the one that is typically responsible for procurement of the contract, customer relations, and financial accountability.

Report by

Use the options in this section to select the reporting type and the organization ID.

Field Description
Report by

Use the drop-down list to run the report by Organization or by Reorganization.

Click to select the organization ID. The name of the organization displays in the next field.

Details

Use this field to select the level of detail that you want to display.

Field Description
Details

Choose from the following options:

  • Combined: Select this option to combine all levels of report information for viewing or printing.
  • Qtrs: Select this option to display report information by quarter.
  • Summary: Select this option to display the report information summary.

Subtasks

Click the Details subtask to display the following information.

Column Headings Description
Description This column displays the revenue and expense details breakdown by program.
YTD This column displays the year-to-date profit and loss details.