Page 75 - Unanet AE: Using Project Management

Select No Org, Org Path, or Org Code/Level to further filter the data. Org Path and
Org/Code Level allow you to set additional criteria. Note: If you are not using Org Path,
ensure that any prior selections have been cleared from the form.

Team Leaders Tab

Team Leaders, Project Filters, and Client Filters further refine results based on project
leaders, specific projects, or clients. Filters can be combined. Note: If you are not using
these filters, ensure any prior selections have been cleared from the form.

UDF’s Tab

UDF’s are customized User Defined Fields. If you have set up UDFs, you can use them
to filter the data.

Project Profit Report

A project profit report is a financial document that provides an overview of the financial
performance and profitability of a specific project. It is a crucial tool for project
managers, stakeholders, and executives to assess the economic viability and success
of a project. The report typically includes information on various financial aspects of the
project, allowing for a comprehensive analysis of its financial health.

Here are key components and reasons why a project profit report is useful:

• Revenue and Income: The report outlines the total revenue generated by the
project. This includes income from sales, services, or any other sources related
to the project.

• Costs and Expenses: It details all costs associated with the project, including
direct costs (materials, labor, etc.) and indirect costs (overheads, administrative
expenses, etc.). By comparing revenue to expenses, stakeholders can determine
the project's profitability.

• Profit and Loss Statement: This section summarizes the financial performance
by calculating the profit or loss incurred during the project. It helps identify
whether the project is meeting its financial goals.

• Return on Investment (ROI): ROI is a critical metric that measures the
profitability of an investment relative to its cost. A project profit report typically
includes ROI calculations, helping stakeholders assess the efficiency of their
investment.

• Decision Making: Project profit reports provide valuable insights for decision-
making. They help stakeholders understand the financial implications of

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