Sub projects or equivalent

Question

I am looking to see if there is a way we can track a "P&L" at a level lower than project.  For instance, we have a project called Mission Trips.  I would like to be able to tag the fees (revenue) and the expenses for each of the 10-12 trips we do each year.  Some are repeats and others are not.  But I would like to be able to run a report and show our Campus Pastor which trips covered their expenses and which trips did not.  We hope that they are break even, but if we have trips that lose money, we need to have a plan to fundraise to offset those trips, since they don't want to go back to the families after the trip is over and ask them to pay more.,

Felicia Thornhill · Answer

We do something similar for all of our traveling expenses. Our planned giving reps in the transaction codes on their expenses put whether the event was for a donor visit, general assembly, district assembly, local church, etc. At the end of the year I can run a report to see how much travel expenses were for each type of event. It allows us to see if their time was well spent based upon the revenues we received.

Kevin Brazell · Answer

There is the Transaction codes. You get 5 categories that you get to name and an associated table to add entries to. This would allow you to enter in values you could then capture in entries, then report on. It wouldn't be really "tied" to the projects directly, but if internal controls make it where certain values are used in certain entries, then you can report on it.