12.7 Config Profit and Cost by Team

This function helps configure tracking of expenses and profit by team and by month.

Example : Project A have 03 team process with in 03 months

Team 01: Join in 03 months

Team 02 : join in 01 month

Team 03: join in 02 months.

This functions will be config how many percent workload of each team and each month.

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Configure revenue/cost allocation by team

When to use: When you need to declare the allocation percentages of revenue/cost across teams (jobs) for each accounting period — the basis for the management profit/loss report by team (see 12.8 Cost and profit report by team).

Business example: For period 06-2026, allocate shared cost to team A 60%, team B 40%.

To configure revenue/cost allocation by team, proceed as follows:

1. Enter the Period to configure as mm-yyyy.

2. Add a row on the grid: choose the Master team and Detail team (press F3), enter the allocation Percent (%).

3. Click Save to finish.

• Operational notes:

  • Enter a From period and click Copy to reuse the previous period's configuration and adjust it, instead of redeclaring from scratch.

  • The percentage must be greater than 0, and the Master–Detail team pair must not repeat within the same period.