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P & L Projection

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 "Management", then go to "Operations", and finally choose "P & L Projection".
This will open the P & L Projection Search page.

For Bulk Upload
If you have multiple projections: In Search Screen

  • Click Choose File → Select an Excel file from your computer.
  • Click Upload Projection Sheet → Upload the file.
  • If you don’t have the format → Click Generate Projection Template to download a sample.

File Requirements:

  • Format must be Excel.
  • File size limit: 3MB. For Single Entry Step 2: Add a New Projection
    On the top-right of the P & L Projection Search page, click "Add P & L Projection".

Step 3: Fill in Details

  • P & L Heads [Mandatory]: Select the P & L Head from the dropdown list.
  • Projection Value [Mandatory]: Enter the Projection Value.

Step 5: Save or Clear

  • Submit → To save the entry. After saving, it will move to edit mode → Refer to Edit P & L Projection.
  • Clear → To reset all entered details. (Data will not be saved.)
  • Cancel → To discard and return to the P & L Projection Search page.

1.2 Search P & L Projection​

Search a Projection – Step-by-Step​

Step 1: Start Searching
On the P & L Projection Search page, use the filter:

  • P & L Heads → Select from the dropdown list.

Step 2: See Results

  • Click Search → Matching Projections will be listed.

1.3 Edit P & L Projection​

Edit a Projection – Step-by-Step​

Step 1: Find the Record
Use filters on the P & L Projection Search page to locate the entry.

Step 2: Start Editing
From the results, click View/Edit next to the S.No.

Step 3: Edit Details
On the Edit P & L Projection page, existing details will be displayed.
Update the required fields.

Step 4: Save Changes
After reviewing, click Submit to save the updates.

That’s it! You have learned how to ADD, SEARCH, and EDIT a P & L Projection using the DMeX app.
If you need help, contact the support team.