Tag ledger lines with a project and with your own reporting dimensions, such as department or office, then filter your financial reports by them.
Set up dimensions
In Finance, go to Settings → Dimensions and select Add dimension.
Enter a Code and Name, and choose a Type: Office, Department, Class, or Custom.
Open the dimension, select Add member, and enter a code and name for each value (for example, CRE · Creative). Then select Save dimension.
Code a line
Journal lines, invoice lines, and fixed assets have a Project picker plus one picker for each active dimension, named after the dimension. Leave a picker on None to leave that line uncoded.
Filter reports by coding
On Profit & loss and GL detail, use the Project filter and the dimension filters (for example, Department) to narrow the report. Choosing a parent member includes its children. Filters stay applied when you drill into detail.
GL detail also shows a Client column. It shows the project's client, not the counterparty on the line.
Set a project's client
In workspaces with Finance, people with CRM access can set a Client on a project:
When creating a project: the Client field is on the General step.
On an existing project: open Edit project → CRM → Client.
Projects created from a CRM account start with that account as the client.
Sub-projects start with their parent's client.
Duplicated projects keep the client.
Templates don't carry a client.
The Customer profitability report uses the project's client to attribute costs, including expenses, purchase orders, and labor. Projects with no client appear on a No client row. Revenue and payments still follow each invoice's client.
Related: Using Hive Finance