Description

The Web P&L app is a sub-module of the Webcockpit app. P&L stands for Profit & Loss.

It is available in the desktop view of the Webcockpit menu and visible if the authenticated user has been assigned one of the following roles: “P&L Finance”, “P&L Manager” or “P&L Administrator”. To access the Web P&L app, click on “Web P&L” in the navigation menu. The app will load in the same browser tab.

Availability

Subscription	Pro
Scope	AT
Limitation	Available as a paid Add-On

Sets

The following sets are available: Budget, Projection, Extrapolation, Hand und Actual.

Budget

At the end of a year, a new budget is created for the coming year. There can be exactly one Budget per year and restaurant. In the new year, the user with the role Manager is not allowed to edit the Budget.

Projection

The Projection is also added once per year and restaurant. The user creates a Projection in December of the previous year for the coming year or in January of the current year. During the year, the Projection is adjusted for future months. Past month may not be changed.

Extrapolation

Extrapolations are made for each restaurant approximately in the middle of the current month. There may only be one set per restaurant, year and month.

Hand

Hand sets are also created monthly and there may only be one set per month. Data for the Hand is imported from Webcockpit. However, the user has the possibility to change the imported data manually.

Actual

Actual sets are also created monthly (again, there may only be one set per restaurant and month). These sets are created retroactively for the last month.

Comparer

The Comparer view offers a possibility to compare different sets with each other. The user can view either the entire year or one month. In addition, any number of restaurants and set types can be selected. If more than one restaurant is selected, the summed values of the sets are also displayed.

Restaurant Overview

The Restaurant Overview provides information about which sets are available for which restaurants. You can see whether the set is open or closed and whether it can be opened or closed.

Consolidation

Consolidation displays data for the selected restaurant(s) and set types (Projection, Projection, Hand and Current) consolidated on a monthly basis. The monthly total is calculated and compared to the Budget.

If Latest is selected as the report type, it is decided for each selected month which set type is to be consolidated. First it is checked whether there is a Actual set for the month. If this is not the case, the Extrapolation is used. If no Extrapolation exists, Projection data is used. If there is also no Projection for this month, the month is loaded from the Budget.

User roles

Depending on the user’s role, they can perform certain actions or not and see certain menu items or not.

Web P&L Finance

The following menu buttons are available for a user with the Finance role: Home, Comparer, Budget, Projection and Actual. Users with the Finance role cannot add sets or edit monthly details (amounts and percentages). They can only see sets created by the Manager or Administrator.

Web P&L Manager

In addition to the Home, Comparer, Budget, Projection, Extrapolation and Actual menu buttons available to the user, the Hand menu button becomes available to the Manager. Managers can add sets and edit monthly data.

Web P&L Administrator

In addition to the navigation menus Home, Comparer, Budget, Projection, Actual and Hand, which are available to the user with the role Manager, the navigation element “Configuration” becomes available for the users with the role Administrator. Administrators are authorised to close and delete sets.