The Department P&L Report is a new feature in SprintSuite that gives you clear financial visibility across departments, comparing actual costs against set budgets using a flexible, spreadsheet-style layout powered by AG Grid.
🧭 Where to Find It
Go to Reporting > Department P&L.
Before running the report, you’ll need to complete a few setup steps:
1. 🔧 Set Up Period Templates
Create and manage your monthly reporting periods:
Click Manage Period Templates > Period Template
2.Enter a title name and period name
3.Set the start and end date for each period (e.g. monthly)
4.Click Save Period Template
5.You can store multiple templates for future use
2. 🧾 Set Up Purchase Types (Account Codes)
To track expenses in the report:
Go to Settings > Billable Companies
Under Purchase Types, click the pencil icon next to the relevant account code
Add an Account Category – this is what the report will group your costs under
3. 🕒 Link Shift Types to Purchase Types
To track labour in the report:
1.Go to Settings > Shift Types
2.Click the pencil icon next to the shift type
3.Select a Billable Company
4.Choose a Purchase Type (accounting code)
5.Click Save
⏎ Note: When this shift type is used in a timesheet, the accounting code will pre-fill in the do and charge invoice automatically.
4. 💰 Set Up Budgets (Optional)
To track Budget vs Actual:
Go to Settings > Budgets under your Billable Company
Select your Department
Choose the Period Template you created
Enter your budget values for each account code and then hit Save All
5. 🧾 Allocate Receipts to Account Codes
When uploading receipts in a job:
You can allocate each receipt to a Purchase Type (account code)
These will appear in the Department P&L report under the correct category
✅ Running the Report
Once setup is complete:
Head to Reporting > Department P&L
Select your Departments and Period Template
The report will display in an AG Grid layout, showing:
Actual costs
Budgets (if set)
Account categories
Departmental breakdowns
You can also export the report to CSV for further analysis or sharing.
Need help setting up your templates or shift types? Reach out to our support team for assistance.