P & L PROJECTION

Before You Begin:

  • To get started, make sure you have your username and password ready.
  • Once you log in, you will land on the welcome screen.
  • Please click to change the language to Tamil.

    Add a P & L Projection - Step-by-Step:

    PREREQUISITE:

  • Certainly, before creating a P & L Projection, it's a good practice to ensure that all the relevant details have been entered or updated.
  • Updating/Adding screens like P & L masters before adding a P&L Projection is crucial for maintaining accurate and effective processes.
  • Double-checking these details before adding a P & L Projection will minimize errors, reduce the chances of miscommunication, and ensure that your P & L Projection is smooth and efficient. It also helps maintain accurate records for future reference and reporting.

    1.1 ADD P & L PROJECTION

    Step 1: Reach the P & L Projection Section:

    Step 2: Adding a P & L Projection:

    Step 3: Fill in Details:

    Submission Of P & L Projection:

    Upon submission of a P & L Projection, the entry will be added, and the screen will be transitioned to edit mode.

    1.2. Search P & L Projection

    Search a P & L Projection - Step-by-Step:

    Step 1: Start Searching:

    Step 2: See the Results:

    1.3. Edit P & L Projection

    Edit a P & L Projection Step-by-Step:

    Step 1: Find P&L Projection:

    Step 2: Start Searching [Refer 12.2.4.2]:

    Step 3: Edit Details:

    Step 4: Update Info:

    Step 5: Edit P & L Projection Page:

    Step 5: Submit/Cancel:

    Submission Of P & L Projection:

    Upon submission of a P & L Projection, the entry will be updated, and the screen will transition to the editing mode.

    Note: In the P & L Projection screen, there are two methods to add projection values for parent heads:

    1. Manual Entry:
      • You can manually add projection values for parent heads by following the above steps.
    2. Template Generation and Upload:
      • Alternatively, you have the option to generate a projection template from the P&L Projection search screen by clicking the 'Generate Projection Template' button.
      • After generating the template, you can add projection values against each parent head in the template.
      • Finally, you can upload the completed projection sheet by clicking the 'Upload Projection Sheet' button.