Use Reports in 3PM Base to review Project revenue, costs, budgets, margins, Invoice totals, and operational performance. You can filter the report by a preset period or by specific dates, open a Project for more detail, and export the report for sharing or further review.
The Project detail view includes Revenue, Costs, Budget, and Margin, along with a Budget Used indicator. If the selected Project has no revenue, costs, or budget activity, the detail view displays an empty state instead of financial results.
Costs can include labour, equipment, materials, services, and Bills. The detailed view can also show hours and monthly comparisons. Only approved time is included as a confirmed cost in the Profit & Loss calculation; submitted time remains pending for finance purposes.
To review Invoice totals associated with Projects, open the Projects area and use the Invoice totals view available in your account. The totals are grouped by Project and include Invoices that have a Project link. Deleted and voided Invoices are excluded.
You can also review Invoice amounts that are not yet assigned to a Project in the Unallocated section of Reports. The section shows separate Invoice and Bill totals and lists the individual items.
Note: A Bill or Invoice must be linked to a Project before it contributes to that Project's allocated financial results. If you cannot save a link, ask your account administrator to check your access to Bills or Invoices.
Check the selected date range and whether the Project is active. The report only includes Projects available to your account and matching the selected filters.
The selected Project may have no revenue, costs, or budget in the selected period. Try All time or choose a different date range.
Submitted time is pending for finance purposes. Only approved time is included as a confirmed cost in Profit & Loss results.
It does not currently have a Project link. Use Link in the Unallocated list to assign it to a Project, if you have access to update the relevant record.
Reports exclude deleted and voided Invoices from Invoice totals. Also check whether the Invoice has a Project link and whether you are reviewing the same account and period.
Yes. Select the Project from the Project table to open its detailed financial view. You can then review its Profit & Loss information, budget position, graph, and cost details.
Yes. The account-wide report can be exported as CSV, Excel, or PDF. The detailed Project view can be exported as PDF.
