View a project-level profit and loss report

This article explains how to view a profit and loss (P&L) report for a project.

The project-level profit and loss report shows an overview of the income and costs for a project. Please note that the project needs to have at least one invoice, bank transaction, bill or out-of-pocket expense linked to it for the report to be available.

Navigate to the 'Work' tab at the top of the screen and select 'Projects' from the drop-down menu.

Select the relevant project.

Select the ‘Profit & Loss’ tab.

The report shows the totals for each income and/or cost category for the selected project, allowing you to see a breakdown of its profitability.

You can also select the checkbox ‘Include unbillable time’ if you’d like to include unbillable time in the report.

Export your project-level profit & loss report

To download the report, select ‘Export Report’ and choose 'CSV' or 'PDF' from the drop-down menu.