Review an overview of your firm's projects
Use the Executive Summary report to:
- Obtain a summary view of your firm's projects at a glance.
- Evaluate how project managers are performing.
- See which clients or type of projects are your most profitable, which can help you determine which projects to pursue in the future.
You can review the percent spent overall to determine potential problem projects, and then drill down for more detail on each phase/task. You can see the information you need to quickly assess total company resources spent on your projects compared with what has been budgeted. If you need a list of projects by type for marketing that next big job, then this is the report for you!
You can summarize information by project manager, principal in charge, project type, or department. You can drill down to project and then phase information.
Where to see it
From the Reports menu, click Project > Executive Summary.
What it looks like
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Quiz: Monitor your firm's success
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