Deltek Vantagepoint Help

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Profit Planning Monitor Report

Use the Profit Planning Monitor to monitor performance against budgets. For each revenue and expense account, the report displays the budgeted and actual amounts for the current period and year to date.

This report also shows totals for actual and budgeted revenue and expense, and calculates actual and budgeted profit or loss.

Settings that Affect General Ledger Reports

You can only generate the cash-basis version of this report if you select the Cash Basis Reporting option on the Options form (Settings > General Ledger > Options).

The Organization Record Access setting for your role on the Overview tab of the Roles form (Settings > Security > Roles) determines the organizations for which you can see data on this report.

Account Groups

You can use account groups to organize accounts on financial reports. You establish account groups on the General tab of the Accounts form (Settings > General Ledger > Chart of Accounts).

Multiple Companies

If the report includes journal entries to intercompany accounts receivable or intercompany accounts payable accounts, you can drill down from the Description column in those rows to see supporting detail on the Intercompany Billing Detail report. (This drill-down option is only available if your role security gives you access to the Intercompany Billing Detail report. It is not available from report rows for tax-related journal entries.)

When you drill down from an intercompany accounts receivable transaction, you see complete detail for the intercompany transaction. When you drill down from an intercompany accounts payable transaction, you do not see the Originating Company Cost Amount and Originating Company Journal Entry Amount columns.

If the report includes rows for accounts belonging to companies other than the active company, the same drill-down option is available from those rows.

Multiple Currencies

If you use multiple currencies, a report may display amounts in different currencies. If a report contains a total for amounts in a mix of currencies, the report displays #### as the total, instead of an amount. If the report displays amounts in different currencies, it is a good idea to include currency symbols or currency codes. To do that, click the Layout tab of the report and click in Currency Setting Sample to open the Format Currency dialog box. You may want to use the currency code in place of the currency symbol when the report includes more than one currency with the same symbol. For example, U.S. dollars and Canadian dollars both use $ as the currency symbol. If you use the code rather than the symbol, the report displays USD and CAD instead of $.

An alternative to mixing currencies on the report is to select a presentation currency. When you generate the report, Vantagepoint converts all amounts to the presentation currency. The advantage of this method is that you can make meaningful comparisons between amounts, and the report can display meaningful totals.