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ProjeQtOr free project management software - Sum for revenue - ProjeQtOr

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Sum for revenue

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29 Jui 2021 15:00 #1 by pantunes
Sum for revenue was created by pantunes
Hi all, 
I have a question on the sum calculated in ProjeQtOr for the revenue. For instance, when I filter all ongoing projects (I have an umbrella project which hosts all ongoing projects) the umbrella project calculates the sum for revenue including closed projects. I would like to see only the sum for the ongoing projects and tried to use filters with no luck.
Is there any other way to have the sum calculated without the closed projects?
Thanks in advance!

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01 Juil 2021 15:32 #2 by babynus
Replied by babynus on topic Sum for revenue
Revenue (and all consolidated data) include data of closed project, as they take part of the revenue.
Only "cancelled" items are not taken into account in consolidation.

If you don't want to count data from some project on your "umbrella" project, just move them out of the "umbrella"
Babynus
Administrator of ProjeQtOr web site
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01 Juil 2021 23:43 #3 by pantunes
Replied by pantunes on topic Sum for revenue
Thank you! I noticed that the same doesn't happen with the invoices (i.e. the sum of the invoices in the umbrella doesn't include the closed projects). Is this because the invoices aren't considered as consolidated data?

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02 Juil 2021 10:04 #4 by babynus
Replied by babynus on topic Sum for revenue
Where do you see sum of invoices on Project ?
Babynus
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05 Juil 2021 00:15 #5 by pantunes
Replied by pantunes on topic Sum for revenue
If I select the option "Invoices" in the "select columns to display" feature I get the information on the client invoices associated to each project. The same happens to the umbrella project (in that case I see the sum of client invoices for the projects under the umbrella). What I don't understand is why the umbrella calculates the sum for revenue for all projects including the closed projects but calculates the sum of client invoices excluding the closed projects.
Thanks in advance for your support.

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08 Juil 2021 15:54 #6 by babynus
Replied by babynus on topic Sum for revenue
Hi,
I still don't catch where you see the " sum of client invoices excluding the closed projects"
Babynus
Administrator of ProjeQtOr web site
The following user(s) said Thank You: pantunes

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