Projects & Departments

Brightpearl will allow you to assign a department, project or marketing campaign (lead source) to each accounts transaction. This will allow you to display reports on certain areas within your business. Each till in a retail business must be assigned a department, but otherwise department and project control is up to you.

You can assign any transaction to a project, to get a full breakdown of costs and income on a project.

Project Profit & Loss

You can view a Profit & Loss Statement by project or department.

1. Go to Reports > Profit & Loss to open up the standard Profit & Loss report.
2. Click Show filters.
3. Select a specific project or department.
4. Click Filter report to view the figures.

Read more about the Profit & Loss Statement

Project Costs & Revenue

The project list screen will give you an overview of total quoted cost (both Sales and Purchases), against what you have actually invoiced for. Note that the figures shown are Gross, i.e. including Tax. For a full detailed breakdown of all the transactions assigned to a project, click the report centre icon from the project list.

Only Sales Invoices, Sales Credits and Bank Receipts are included in the "invoiced" column, and Purchase Invoices, Purchase Credits and Bank payments are included in the "spent" column.

For a full "in-flight" overview of time spent, open jobs, projected profit etc. you'll need to be using the Project Management module.

Splitting a Single Cost Between multiple Projects

You can enter a single transaction, and then use the corrections screen to spread the cost of this transaction across more than one project.

1. Create your transaction, in this case it was a Bank Payment for £1000 against Productive Labour, that we want to assign to two projects.
2. Visit the journal correction screen using Accounting > Correction and enter the journal ID to change.
3. Click Submit to display the journal.
4. Add a new row to the journal.
5. Split the amounts according to your projects, as shown in the image below.
6. Add a reason for the correction
7. Click to Save changes.

Note: We don't use the Journal screen since Journals (JJ) are not included in the Project List Summary. If you wanted to use a Journal (Accounting > Enter Journal) and assign a project to each row, this data will be shown in the Project Profit & Loss report.