Description
The Project Metrics for Project Managers report is a summary level (project level) report that will display most project metrics. It is using a SQL view called ev_projectmetrics_nolaborcost to make querying simpler for summary type reports. This view contains no labor cost.
Prompt
General
| • | Project - Allows you to filter to a specific Project. When blank, All Projects are returned. |
| • | Charge Type - Allows you to filter projects by Charge Type. Options are Billable and Opportunity |
| • | Is Active - When selected, Active projects are returned. When unchecked, inactive projects are returned. |
Report
Report Columns
| • | Budget - Budget amounts (Labor, ODC, OCC, ICC) from Project Planning. |
| • | Estimated % Comp - Budget % Complete from Project Planning |
| • | Estimated Expended Budget X Estimated % Comp |
| • | Actual Expended - Labor Cost at the Billing Rate OR Non-Labor transactions at the Marked-up Rate. |
| • | Unbilled Effort - Unbilled Transaction (Transactions with a Bill Status of Ready to Bill (R) or Hold (H)) |
| • | Written Off Effort - Labor Cost at the Billing Rate OR Non-Labor transactions at the Marked-up Rate with a bill status of Write Off (W) |
| • | Contract Amount - Fixed Fee and Contract (Labor, ODC, OCC, ICC) Caps assigned to the Project. |
| • | Billed - Billed Revenue against the project (Labor, ODC, OCC, ICC). Figures come from the Sales Journal and the Adjustments Journal. |
| • | Bill Adjustments - Additional Revenue items that include Bad Debt, Other Revenue, Retainage and Late Fee. |
| • | Received - Money Received through the Receipt Journal |
| • | Net Contract Amount - Contract - Billed |
Sample(s)
|