Get Project Pnl
get_project_pnlRetrieve a project's mini P&L with income, costs by category, net margin, and commitment summaries from linked transactions and documents. Use to assess project profitability or produce final completion reports.
Instructions
Get a deal/project's mini P&L: income, costs by category, and net margin, computed from bank transactions linked to it, plus invoice/bill/expense-claim commitment summaries. Use for "how is project X doing", "project profit", "mini P&L for a project", and for the final report when a project completes. Pass project_id if known, or project_name to resolve it by name.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| project_id | No | Project ID (preferred if known) | |
| project_name | No | Project name to resolve if project_id is not known. Case-insensitive; errors with candidate names if ambiguous. |