Forum Discussion
JasonJohnson2
5 years agoQrew Cadet
I keep my changes in a Change Log table and put a table report in the Project form to show the margins on change orders. I then show the original margin , current projected margin (w/changes) and the actual margin. 1 line per project and in a table not a summary report with the average at the bottom. I made sure to put the financial details on one of the first few tabs to keep it simple to find for management when they want to see the details.
This issue was a headache for me as well.
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Jason Johnson
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This issue was a headache for me as well.
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Jason Johnson
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- MarkShnier__You5 years agoQrew Championbut that does not solve the issue of getting a mathematically correct margin % as a total.
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Mark Shnier (YQC)
Quick Base Solution Provider
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------------------------------- JasonJohnson25 years agoQrew CadetI would never total my margins. Right now my margin total is 572% but my margin average is 27% which is correct. I now know that our department is hitting the target but am also highlighting any under performing projects whose margin is not meeting goals.
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Jason Johnson
------------------------------- AdamKeever15 years agoQrew CommanderYou need an overall project table related one to many to a project finance table. Then you can summarize the financials in your project table and get the overall margin using a formula field to divide the summary of profit into the summary of sell.
Take a look at this thread to learn how to set it up if you aren't familiar with relationships and summary fields:
Relationships and Summary Fields
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Adam Keever
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- AdamKeever15 years agoQrew CommanderJason, can you show us what this looks like so we can get a better idea of how you are managing it? I think I follow what you are doing, but seeing would be helpful.
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Adam Keever
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