This article is relevant if the reader wants to know how to change the configuration of the P&L sublist on NetSuite project records.
Customizing the P&L subtab allows you to change the way that information is displayed as well as which information appears. The best practice is to configure your P&L tab so that all transactions that can be coded to the project level are shown.
Image shows a project record’s P&L subtab with Standard Project Profitability configuration
Identify the Default P&L Project Profitability Configuration
First, you must identify the Project Profitability configuration that is used as the P&L default.
Step 1: Navigate to Setup > Accounting > Project Profitability
Step 2: Under the Configurations tab, check the value listed in the P&L Default field - this is the configuration that is populating the P&L tabs on your projects.
Image shows Project Profitability Setup page with the P&L Default field highlighted
Step 3: If you have already created a new configuration for the P&L subtab, select it in the P&L Default field, or you can edit the configuration listed as the default and make your desired changes.
Customizing Your Project Profitability Configuration
- Customizing your Project Profitability configuration allows you to change which items are included in particular rows:
Image shows Define Rows section of the Standard Project Profitability configuration
- You can change the labels of each column, as well as how transactions are segmented into those columns:
Image shows Define Columns section of the Standard Project Profitability configuration
- Change which column’s values are used for the calculation of Project Profitability:
Image shows Define Profitability Calculation section of the Standard Project Profitability configuration
- Choose which related reports are affected by your modifications
- Select or deselect additional transactions to be included in the calculation of project profitability:
Image shows Settings section of the Standard Project Profitability configuration
- Establish translations for localization, if applicable.
Author: Benjamin Galvin
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