P&L Breakout

How to access the full Profit and Loss information for your project

Clayton avatar
Written by Clayton
Updated over a week ago

If you're an Enterprise user, the Profit and Loss breakout is a tool to help you track your margins and profits for each piece of equipment, category of labor, factors, and more.

Where to find the P&L Breakout

From the Project Overview, you are able to access the Profit and Loss breakout under "Additional Tools."

What you will find in the P&L Breakout

At the top of the P&L Breakout, you will see Equipment Detail with all of the financial information for the extended quantities of your equipment. This area combines all instances of identical items into one line for easy viewing.

You will also find a detailed hourly breakout of the labor rates on your project, a breakdown of labor by category, and the information on each of your factors. You can also choose to break your labor out by phase to get a clearer look at how much labor is happening at each point of your Installation process.

At the very end of the P&L Breakout, you'll get a final roundup of your Project Cost vs Price and information on your profits and project margins.

You can also download a CSV export of the Breakout at the very end of the page as well by clicking Export Data.

Have any questions? Please reach out to us in Support chat and we'll be happy to help!

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