Overview
The Projects module in DizLog (General Accounting ▸ Projects) lets you track the financial performance of each project in one place.
On this screen you can:
See a list of all projects.
Filter projects by dates, status, customer, end date, employee rate, and search text.
View each project’s Income vs. Cost and Profit Margin in a simple table.
Export the list to CSV, PDF, or send it to Print.
Open a detailed project view for more information about that project.
Behind the scenes, the Projects module calculates income and cost using transactions that are linked to each project:
Income comes from related Invoices and Estimates.
Costs come from related Expenses, Bills, Purchase Orders, and time activities (timesheets).
Time activity costs use employee payroll information from the Employees module.
Each project is also linked to a Customer, a Location, and various Accounts Payable and Accounts Receivable records through the backend project model.
Key Features
Project List with Financial Summary
Shows Name, Status, Customer, Income vs. Cost, Profit Margin, Start Date, End Date for each project.
Clicking a row opens a detailed Project Overview page.
Flexible Filters
Date range picker to choose the period you want to review.
Status filter (All, Not Started, In Progress, Completed, Cancelled).
Customer filter with an “All” option and a tooltip explaining that it filters projects by customer.
End Date filter with options such as Ending Today, Ending This Week, Ending Next 30 Days, Ended Last 30 Days, etc.
Employee Rate filter to switch between Hourly Costs and Payroll Expenses.
Search box to find projects by name.
Income vs. Cost Visualization
For each project, the module calculates total Income and Cost and shows both values with small progress bars and currency amounts.
Profit Margin is calculated as a percentage when income is greater than zero.
Export & Print
Download the filtered project list as CSV or PDF, or print it directly using the buttons in the top-right toolbar.
Add New Project
A dedicated Add new project button opens a form modal to create a project.
Getting Started
1. Navigate to the Projects Module
Log in to DizLog.
In the left sidebar, go to Financials.
Under General Accounting, click Projects.
You will see the Projects list page at:
https://web.dizlog.com/dashboard/accounting-reports/projects.
2. Make Sure Connected Modules Are Set Up
The Projects module gets its numbers from other modules. To get full project reporting, make sure you are already using:
Invoices & Estimates (Accounts Receivable) for project income.
Expenses, Bills, Purchase Orders (Accounts Payable) for project costs.
Timesheets and Employees for time-based costs.
Customers and Locations so each project can be linked to the right customer and branch.
When you create or edit these items in their own modules, you can link them to a project. The Projects screen then automatically includes them in Income vs. Cost and Profit Margin.
How to Use
A. Viewing and Filtering Projects
Adjust the date range
At the top of the page, use the date range picker to set the start and end dates for the report.
The list will reload based on this range.
Filter by status
In the filters bar, open the Status dropdown.
Choose All, Not Started, In Progress, Completed, or Cancelled.
Only projects with that status will remain in the list.
Filter by customer
Use the Customer dropdown.
Pick a specific customer or select All to show every project.
Filter by end date range
Open the End Date dropdown.
Choose one of the options such as Ending Today, Ending This Week, Ending Next 30 Days, Ended Last 30 Days, or Custom Range.
If you select Custom Range, two date fields appear (Start Date and End Date). Enter your dates there.
Choose Employee Rate
In the Employee Rate dropdown, pick:
Hourly Costs – uses an hourly cost calculated from employee pay schedules.
Payroll Expenses – the interface shows this option, but the cost calculation currently only adds time activity cost when Hourly Costs is selected.
Search by project name
Type part of the project name into the Search field.
Only projects whose name includes that text (not case-sensitive) will be shown.
B. Understanding the Project Table
Each row in the table contains:
Name – the project’s name.
Status – current state of the project.
Customer – the linked customer.
Income vs. Cost – shows two small bars and amounts:
Income: total from all invoices and estimates linked to the project.
Cost: total from expenses, bills, purchase orders, and (when using Hourly Costs) time activities for that project.
Profit Margin – the percentage of income left after subtracting cost.
Start Date and End Date – the project’s schedule.
The Income vs. Cost column also shows bars so you can quickly see whether income or cost is higher.
C. Adding a New Project
On the Projects page, click Add new project in the top-right corner.
A Project form opens. Based on the wireframe and fields, fill in:
Name – project name (required).
Location – choose a business location from the dropdown.
Customer – select the customer linked to this project (required).
Manager – choose a manager (such as the business owner).
Status – set the starting status (for example, In Progress).
Start Date – when the project begins.
End Date – when the project is expected to finish.
Click Save.
The new project appears in the list. The table refreshes after saving, using the same filters.
D. Opening a Project’s Detailed View
On the Projects list, click anywhere on a project row.
You are taken to that project’s Overview page at a URL like:
/dashboard/accounting-reports/projects/{projectId}/overview.Here you can review more details about the project, based on how the ManageProject page is designed (for example, transactions and activities linked to the project).
E. Exporting or Printing the Report
At the top-right of the list, use:
CSV button to download the table as a spreadsheet.
PDF button to download a printable PDF with the current headers and rows.
Print icon to open your browser’s print dialog for the on-screen report.
The exported data includes Name, Status, Customer, Income, Cost, Profit Margin, Start Date, End Date for the filtered projects.
Connected Modules
The Projects module is tightly connected to other parts of DizLog:
Customers – each project has a customer; filtering by customer uses that link.
Locations – projects are tied to business locations.
Accounts Receivable
Invoices and Estimates feed the income side of Income vs. Cost and Profit Margin.
Accounts Payable
Expenses, Bills, and Purchase Orders feed the cost side.
Employees, Timesheets & Time Activities
Timesheets linked to a project are used to calculate labour cost using employee payroll information when “Hourly Costs” is selected.
Because of these links, the Projects module acts as a summary of how all these transactions affect each project’s profitability.
Troubleshooting
1. “My project is missing from the list.”
Check the main date range.
If the project’s start/end dates fall outside the selected date range, it may not appear.
Check filters:
Status is not set to a value that hides the project.
Customer filter is not set to another customer.
End Date filter is not set to a narrow option that excludes the project end date.
The Search box is empty or matches the project name.
2. “Income vs. Cost is zero even though we have transactions.”
Make sure your Invoices, Estimates, Expenses, Bills, Purchase Orders, and Timesheets are linked to the correct project in their own forms; only linked records are counted.
Confirm that those transactions are within the selected date range and filters.
3. “Profit Margin looks wrong.”
If Income is zero, the system shows an empty Profit Margin because it cannot divide by zero.
Check that:
Income-generating documents (invoices/estimates) are linked to the project.
Costs are not missing (e.g., expenses or bills not linked yet).
4. “The cost does not change when I switch to Payroll Expenses.”
At present, extra labour cost from timesheets is added only when Employee Rate = Hourly Costs.
When you choose Payroll Expenses, the cost uses the same expense, bill, and purchase order totals, without recalculating time activity cost.
5. “My export is empty or incomplete.”
The CSV/PDF export only includes projects currently visible under the filters and search you have set.
Clear filters (Status = All, Customer = All, broader End Date) and try exporting again.
Using the Projects module this way gives you a simple, central view of each project’s income, cost, and profitability, based only on the transactions and settings already present in your DizLog system.