Fixed-price projects - closing profiles report (ProjClosingProfile)
Important
This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.
Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012
When your company completes large fixed-price projects, the costs, revenue, and profit margin are posted to the financial accounts in accordance with the completed contract method. Use this report to view the costs, revenue, and profit margin of estimate projects that are expected to close by a date that you specify.
Note
The report is only applicable for projects that are fixed-price projects, that are referred to as estimate projects, or that are posted according to the completed contract method.
How to filter the data on this report
When you generate this report, the following default parameters are displayed. You can use these parameters to filter the data that will be displayed on the report. For more information, see Filter the data on a report.
Field |
Description |
---|---|
Project |
Click Select. In the Fixed-price projects - closing profiles form, in the Criteria field, select a project to include on the report. To add more than one project, click Add. |
End date |
Click Select. In the Fixed-price projects - closing profiles form, in the Criteria field, select an ending date for projects to include on the report. |
Revenue recognition accounting rule |
Click Select. In the Fixed-price projects - closing profiles form, in the Criteria field, select a revenue recognition rule for projects to include on the report. |
How to work with reports
The following topics explain how to print a report and how to filter and sort the data on a report.
Details of this report
The following table explains where to find the report in the Application Object Tree (AOT) and how to navigate to the report in the Microsoft Dynamics AX client.
Detail |
Description |
---|---|
Name of report in the AOT |
ProjClosingProfile |
Location of report in the AOT |
SSRS Reports\Reports\ProjClosingProfile |
Menu item of the report |
ProjClosingProfile |
Navigation to the report |
Click Project management and accounting > Reports > Estimates > Fixed-price > Fixed-price projects - closing profiles. |
Where the data in this report comes from
The data on this report comes from the following sources:
- ProjClosingProfile table
If you are a developer, you can learn more about where the data on a report comes from by using the following procedure.
Open the AOT.
Locate the report in the SSRS Reports\Reports node.
Right-click the report and click Add-Ins > Cross-reference > Using (instant view).