Profit and Loss Chart (Cumulative) (COP5, BOP5, POP5)

Use this screen to generate a chart that displays a line chart of Direct/Indirect expenses, Indirect /Direct Budget, and Organization Margin cumulatively over the course of a fiscal year. This graph provides a visual picture of cumulative by period trends in profitability.

This screen also generates a chart that displays an Area chart of Budgeted Costs versus a Line chart of Actual Costs as of the current period, on a cumulative basis over the fiscal year. This graph provides a visual comparison of Actual versus Budget. The chart displays Variance P&L revenue, Indirect Expenses and Organization Contribution shown in a cumulative-by-period format.

Parameter ID

Enter the Parameter ID in this field.

If you do not have any parameters saved, you can go directly to the Parameter ID field and enter the details to populate the form.

Description

Use this field to view the brief description of the Parameter ID.

Parameters

Report Type

Select the type of report you want to display. Choose from the following options:

Cost - Select this option to display cost history for the selected organization. For this report type, the left axis of the chart and line graph compares costs (blue) to funding (green). The right axis and bar graph displays total burdened costs for the accounting periods of the current fiscal year.
Budget - Select this option to display future budgeted cost for the selected project. For this report type, the left axis of the chart and line graph compares budget (blue) to Funding (green). The right axis and bar graph displays total burdened budget for the accounting periods of the selected fiscal year.
Variance - Select this option to display variance history for the selected project. For this report type, the left axis and line graph compares the cumulative variance for Labor and Total Costs. The right axis and bar graph displays total variance for the accounting periods of the current fiscal year.

Budget Group

Enter, or click to select the budget group. You can select either base budget or the latest updated forecasts.

Budget Group is enabled only when Variance Report Type is selected.

Fiscal Year

Enter, or click to select the Fiscal Year.

Fiscal Year is enabled only when Budget Report Type is selected.

Org ID

Enter the Org ID number in this field. Use the search icon to display the Org ID Table where you can select from all the ID numbers that you are allowed to view based on the your security Org ID.