Overview Tab Project Management>Project Central

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Overview

 

The Overview Tab displays project to date figures for the select project(s). These figures are displayed in both grid and chart format.

 


 

Field Descriptions

 

The grids displayed reflect live project to date information. By double clicking any of the grid fields, details are dynamically displayed in the Details screen. If you double-click on any blue figure and the Detail section will populate with the detail that makes up the figure. The project to date information is broken into 3 time buckets - Current, YTD and Total.  Here are the time frames that those buckets cover:

 

Current - All transactions that fall between the Start Date and End Date of the Current Invoicing GL Period.  The current Invoicing Period is set in the Accounting Periods applet.
YTD - All transactions that fall between the Fiscal Year Start Date (GL Period starting with 01 for the year that the current invoicing period falls in) and End Date of the Current Invoicing GL Period.  The current Invoicing Period is set in the Accounting Periods applet.
Total - All transactions that go against that project for all time.

 

Profit & Loss Window (Section)

 

Contract - Total Labor Contract Cap + Other Direct Charges (ODC) Contract Cap + Out of Contract Consulting (OCC) Contract Cap + Fixed Fee amounts. These are added in Project Administration>Project>Contract Levels/Caps
Billed - Transactions that go against a "Billed Revenue" GL Account. Billed Revenue refers to the Metric Type assigned to the GL Account in General Accounting>Chart of Accounts
Other Billed - Transactions that go against a "Other Revenue" GL Account. Other Revenue refers to the Metric Type assigned to the GL Account in General Accounting>Chart of Accounts
Earned -  Transactions that go against either the "Billed Revenue" or "Other Revenue" GL Accounts. Billed Revenue and Other Revenue refer to the Metric Type assigned to the GL Account in General Accounting>Chart of Accounts
Bad Debt - Transactions that go against a "Bad Debt" GL Account. Bad Debt refers to the Metric Type assigned to the GL Account in General Accounting>Chart of Accounts
Cost - Transactions that go against a "Cost" GL Account. Cost refers to the Metric Type assigned to the GL Account in General Accounting>Chart of Accounts
Overhead - The number given depends on the Project Central Overhead Calculation Method selected in Global Settings>Project Admin Tab. The options are as follows:
oJob Cost Less Pay - If Job Cost Less Pay is selected, the amount comes from the Time Sheet transactions. It takes the Job Cost amount of each time sheet transaction and subtracts the Pay Cost Amount to get the Overhead.  You must be using Job Cost Rates for this to work.
oOverhead Allocation - If Overhead Allocation is selected, the amount comes from an overhead allocation script that was run from the Overhead Allocation applet.  More on Overhead Allocation
oNone - Returns a blank as this value.
Profit - The Profit amount is determined by the following calculation [Earned + Other Billed + Late Fee] - [Bad Debt] - [Cost] - [Overhead]
Net Billings - The Net Billings line subtracts any Retainage, Bad Debt or Other Revenue from Billed.
Effective Labor Multiplier - Labor Effort / Labor Cost
Labor Pay Cost - Labor cost at the Pay Rate
Labor Job Cost - Labor Cost at the Job Cost Rate

 

Profit & Loss (Section)

 

Hours - Work hours from Time Sheets
Budget - Total Labor Budget + Other Direct Charges (ODC) Budget + Out of Contract Consulting (OCC) Budget + In Contract Consulting (OCC) Budget amounts. These are added in Project Administration>Project Planning
Labor Scheduled - Labor hours scheduled. These are added in Project Administration>Project Planning
Effort - Labor and/or Cost charges at the Billing Rate
Consultant Effort - Consulting cost at the "Marked-Up" rate.
Change Orders - Total Labor Chang Order + Other Direct Charges (ODC) Chang Order + Out of Contract Consulting (OCC) Chang Order + In Contract Consulting (OCC) Chang Order amounts. These are added in Project Administration>Project Planning>Change Orders

 

Accounts Receivable (Section)

 

A/R - Transactions that go against GL Accounts with a Sub-ledger type of Accounts Receivable and that do NOT have a Metric Type of Unbilled Revenue or Work in Progress.
Received - Amounts entered in the Receipt Journal
Unbilled - Transactions from Time sheets, Purchase Journals, Employee Reimbursable's and Disbursements that have a status of Ready-to-Bill (R) or Hold (H)
Retainer - The current Balance of the Retainer on the project. Retainer is determined by transactions that go against a "Retainer" GL Account. Retainer refers to the Metric Type assigned to the GL Account in General Accounting>Chart of Accounts
Retainage - The current Balance of the Retainage on the project. Retainage is determined by transactions that go against a "Retainage" GL Account. Retainer refers to the Metric Type assigned to the GL Account in General Accounting>Chart of Accounts
Write Off - Transactions from Time sheets, Purchase Journals, Employee Reimbursable's and Disbursements that have a status of Write-Off (W)

Overview Charts

The fully customizable charts display relevant project to date information helpful to Project Planning and Management. To see how to cuse Analytic Dashboards in place of your charts, CLICK HERE

 

Detail Grids

 

The Detail grid contains the detail that makes up figures displayed in the Overview grid.