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How to create a Project-Level P&L in LiveFlow
How to create a Project-Level P&L in LiveFlow

There are two different ways to create a project-level P&L in LIveFlow

Sahaj Singh avatar
Written by Sahaj Singh
Updated over a week ago

There are two different ways to do this.

  • Method 1 is to filter the P&L report by a customer/project.

  • Method 2 is to set each customer/project into its own column on the P&L.

Method 1:

  1. Open LiveFlow

  2. Go to the Create Report tab

  3. Select a Profit & Loss report

  4. Click on Show Filters

  5. Click on Filter by Customer/Project

  6. Select the filter called Filter by Customer/Project

  7. Click Create Live Report to import the P&L report

Filter by P&L by Customer/Project

Method 1- How to filter a P&L by Customer/Project in LiveFlow

The result? See an example below

Method 1 Result - Live Profit & Loss report filtered by a customer/project

Method 2

  1. Open LiveFlow

  2. Go to the Create Report tab

  3. Select a Profit & Loss report

  4. Select the Display Columns By dropdown

  5. Set it to be Customer

  6. Click Create Live Report to import the P&L report

Method 2 - Live P&L Report with Display Columns By Customers

And below is the result of choosing Display Columns By: Customer

Method 2 Result - Live P&L Report with each customer listed as its own column

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