Reporter for Projects

About: Layout template that provides the user with a full overview of an individual project. Follow project and tasks statuses, financial budget vs actuals, estimated vs actual hours etc.

Content: Project Summary, KPIs table, Hours per month bar graph, Project tasks and milestones table, budget (baseline + estimated at completion) vs actual (transactions), Gantt chart with Project tasks and milestones.

Prerequisites:

• Setup > Company > Enable Features

  • Company

    • Projects

    • Planned Work

    • Job Costing and Project Budgeting

Deployment: Button on project record, dashboard portlet, project dashboard

About: A layout template summarizing all active projects including hours, budget, revenue and costs etc. Can be viewed for the entire company or be filtered on a selected project manager.

Content: Project summary, Forecasted revenue, cost and profit, actual time per month (graph), actual revene, cost and profit for previous one year, forecast upcoming year, project details project by project (including name, PM, status, type, dates, planned work, actual work, baseline budget, EAC budget and actual revenue, cost and profits.

Prerequisites:

• Setup > Company > Enable Features

  • Company

    • Projects

    • Planned Work

    • Job Costing and Project Budgeting

  • Transactions

    • Charge-based billing

Deployment: Dashboard portlet

About: Layout template printed per employee listing all her/his active project tasks (start date is on or before today and status is not completed). Overdue tasks are listed both separately as well as part of the full list of project tasks grouped by customer and project.

Content: Employee data (name, supervisor, image). Active project tasks including task title, start- and end dates, priority, % work complete and remaining hours. Overdue tasks are listed separately on page 1 including number of days overdue.

Prerequisites:

• Setup > Company > Enable Features

  • Company

    • Projects

Deployment: Button on employee record. Could also be emailed daily or weekly to employee. Read more about this in the Deploy chapters.