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how to create a Project profitability saved search

l projects that have a Scheduled End Date > 7 days ago

AND the (parent) Project (and any of its sub projects ) have aggregate costs >£0

AND the (parent) Project has no Revenue

AND the (parent) Project status is "in progress"

Output to list:

Job ID

Job Name




Schedule end date

Actual work (hours)

Cost (from Subtab P&L, cost being the total of all item groups)

*only include projects where the PROJECT EXPENSE TYPE = “Chargeable Project”, all other projects are expensed so will never have any revenue

* exclude sub-projects (all revenue is at the parent project level so by definition these will never have revenue against them)

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Quarter 2 (Apr-Jun 2024)

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