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P&L Projection

P & L PROJECTION​

Prerequities

  • 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​

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

Step 1: Reach the P & L Projection Section:

  • From the main Side menu, click on "Accounts", then go to "Operations", and finally choose "P & L Projection". This will open the P & L Search page.

Step 2: Adding a P & L Projection:

  • On the top right of the P & L Projection Search page, you'll see an "Add P & L Projection" button. Click this button.

Step 3: Fill in Details:

  • P & L Heads: [Dropdown] (Mandatory) Choose the P & L Head from the dropdown list. The parent heads added in the P & L masters will be shown as an option.
  • Projection Value: [Number Field] (Mandatory) Enter the value against that particular parent head selected.
  • If you change your mind and don't want to add an P&L Projection click "Cancel". It takes you back to the P & L Projection Search page.
  • To Start Over: Click the "Clear" button if you wish to erase all information and begin anew. Please note that once this button is clicked, the entered information will not be saved.
  • Click the “Submit” Button

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:

  • On the Search page, you can search in different ways:
  • P&L Head: Select the P&L for which you want to search for.
  • Click the “Search” Button.

Step 2: See the Results:

After clicking "Search", you'll see results:

  • If you searched by P&L Heads you'll find the matching result with Heads, Projection value with an option to view/edit [Refer 1.3]

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 1.2]:

Step 3: Edit Details:

  • After searching, you'll see the P & L Projection you want to edit.
  • Click "View/Edit" next to the P & L Heads to reach the Edit P & L Projection page.

Step 4: Update Info:

  • On the Edit P & L Projection page, you'll see existing details.

Step 5: Edit P & L Projection Page:

  • On the Edit P & L Projection page, you'll find the existing details of the P & L Projection you're editing.
  • Change details that you like to update in P & L Projection.

Step 5: Submit/Cancel:

  • Click the “Submit” Button.

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.