Fixed-price projects - profit and loss report (ProjListEstimateWonFixedPriceProjPL)

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Important

This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

Use this report to analyze the profit or loss for fixed-price projects for a specified date range.

How to filter the data on this report

When you generate this report, the following default parameters are displayed. You can use these parameters to filter the data that will be displayed on the report. For more information, see Filter the data on a report.

Field

Description

Period code

Select the period code of the fixed-price projects that you want to include on the report.

Estimate date

Select a transaction date. Only hours for fixed-price projects as of the selected date are displayed on the report.

Estimate

Select the estimate column that you want the report to use from the following options:

  1. Estimate – Display values for the current period.

  2. Accumulated – Display values for all periods previous to the estimate date.

  3. Total – Display values for all periods.

Select

Click Select. In the ProjListEstimate form, click Add. In the Criteria field, select an estimate project to display on the report. To add another estimate project, click Add.

How to work with reports

The following topics explain how to print a report and how to filter and sort the data on a report.

Details of this report

The following table explains where to find the report in the Application Object Tree (AOT) and how to navigate to the report in the Microsoft Dynamics AX client.

Detail

Description

Name of report in the AOT

ProjListEstimate

Location of report in the AOT

SSRS Reports\Reports\ProjListEstimate

Menu item of the report

ProjListEstimateWonFixedPriceProjPL

Navigation to the report

Click Project management and accounting > Reports > Estimates > Fixed-price > Fixed-price projects - profit and loss.

Where the data in this report comes from

The data on this report comes from the following sources:

  • ProjListEstimateDP.processReport

  • ProjListEstimateTmp table

  • ProjWIPTable

Note

To determine where the data in the temp tables comes from, view the cross-references for the ProjListEstimateDP.processReport class.

If you are a developer, you can learn more about where the data on a report comes from by using the following procedure.

  1. Open the AOT.

  2. Locate the report in the SSRS Reports\Reports node.

  3. Right-click the report and click Add-Ins > Cross-reference > Using (instant view).