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Read the Procurement report

See purchase order spend, what is paid and outstanding, spend by supplier, and revenue and margin by project.

Who can do this: admins and managersUpdated

The Procurement report covers what the studio has spent through purchase orders, and the margin on each project.

Steps

  1. Open Reports > Procurement and choose a period. It opens on This Year.
  2. Read Total PO spend, Paid, Outstanding and Avg PO value.
  3. Read Monthly spend vs revenue, last 12 months: purchase order spend against invoiced revenue, month by month.
  4. Read By supplier: purchase orders, spend and share of the total for each supplier.
  5. Read By project: spend, revenue and margin for each project.

Good to know

  • The monthly chart always shows the 12 months up to the end of the chosen period.
  • Figures cover projects you can see, plus purchase orders and invoices not linked to a project.
  • This report has no export.