Columns for Project Summary Export Report

You can select the columns to display on your report.

Contents

Field	Description
Biller	This column displays the name of the employee who is responsible for creating the billing invoices for a project, as specified on the Overview tab of the Projects hub.
Budgeted Amount	This column displays the amount budgeted for the project.
Budgeted Hours	This column displays the number of hours budgeted for the project.
Charge Type	This column displays one of the following charge types for the project: R: Regular projects are revenue-producing. Costs charged to regular projects include direct labor, direct expense, and reimbursable expense. Vantagepoint retains the detail for a regular project for the life of the project. H: Overhead projects are not revenue-producing. Costs charged to overhead projects include indirect labor and indirect expense. Vantagepoint distributes the total cost of these projects to regular projects during overhead allocation. Typical overhead projects can include General Overhead, Vacation, Sick Leave, Holiday, and Civic Duty. Vantagepoint resets job-to-date costs to zero for overhead projects when you initialize for a new fiscal year. P: Promotional projects track the cost to acquire a job. If you obtain the contract, you can create a new regular project and transfer the detail to it to be billed or tracked. A promotional project is similar to an overhead project. However, Vantagepoint does not zero out job-to-date costs at the start of each fiscal year for promotional projects.
Client ID	This column displays the identifier for the client associated with the project.
Compensation	This column displays the total monetary amount you expect to receive for direct labor and direct expenses related to the project.
Contact ID	This column displays the identifier of the contact.
Current Amount	This column displays the amount of account activity during the current accounting period.
Current AR Amount	This column displays the amount billed but not yet received for the current accounting period. This amount includes taxes.
Current Billed	This column displays the total amount billed for the current accounting period.
Current Gross Margin	This column displays the gross margin for the current accounting period. The gross margin is calculated as follows: Revenue - (Labor + Direct expenses + Reimbursable expenses) Firms that do not allocate overhead show project results on a gross margin basis.
Current Hours	This column displays the total labor hours for the current period. This total includes regular hours, standard overtime hours, and secondary overtime hours.
Current Net Revenue	This column displays the net revenue for the current accounting period. The net revenue is calculated as follows: Revenue - (Direct expenses + Reimbursable expenses)
Current Profit	When you generate the report at cost rates, this column displays the profit for the current accounting period.
Current Received	This column displays the amount received for the current accounting period, including taxes.
Current Revenue	This column displays the revenue for the current accounting period.
Current Unbilled	This column displays the amount of revenue for the current period that has not yet been billed.
Description	This column displays the description of the project.
EAC Amount	This column displays the estimate at completion (EAC) amount for the labor code or expense account for the project, phase, or task. This is the estimate of the total monetary amount that will have been charged to the labor code or expense account at the completion of the project.
EAC Hours	This column displays the estimate at completion (EAC) hours for the labor code for the project, phase, or task. This is the estimate of the total number of hours that will have been charged to the labor code at the completion of the project.
ETC Amount	This column displays the estimate to complete (ETC) amount. This is the estimate of the total additional monetary amount, beyond that already charged, that will be charged to the labor code or expense account during the completion of the project.
ETC Hours	This column displays the estimate-to-complete (ETC) hours. This is the estimate of the remaining labor hours needed to complete the work, as of the current date.
Fee Direct Consultant	This column displays the monetary amount you expect to receive for direct consultant fees. This amount includes any markups on consultant professional services.
Fee Direct Expense	This column displays the monetary amount you expect to receive for direct expenses related to the project.
Fee Direct Labor	This column displays the monetary amount you expect to receive for direct labor related to the project.
Fee Reimbursable Consultant	This column displays the expected amount of reimbursable consultant fees related to the project. This amount includes any markups on consultant professional services.
Fee Reimbursable Expense	This column displays the expected amount of reimbursable expenses related to the project.
JTD Amount	This column displays the job-to-date labor, overhead, or expense amount spent.
JTD AR Amount	This column displays the amount billed but not yet received for the job to date. This amount includes taxes.
JTD Billed	This column displays the amount billed for the job to date.
JTD Hours	This column displays the actual job-to-date hours worked.
JTD Net Gross Margin	This column displays the gross margin for the job to date. The gross margin is calculated as follows: Revenue - (Labor + Direct expenses + Reimbursable expenses) Firms that do not allocate overhead show project results on a gross margin basis.
JTD Net Revenue	This column displays the net revenue for the job to date. The net revenue is calculated as follows: Revenue - (Direct expenses + Reimbursable expenses)
JTD Profit	This column displays the job-to-date profit, calculated as follows: Revenue - Amount spent
JTD Received	This column displays the amount received for the job to date, excluding taxes.
JTD Revenue	This column displays the job-to-date revenue.
JTD Unbilled	This column displays the amount of revenue for the job to date that has not yet been billed.
Multiplier/Amount	This column displays the multiplier, percentage, or amount for the revenue method.
Percent Complete	This column displays the estimate of how far work has progressed on the project for the labor code or expense account.
Phase	This column displays the phase number.
Principal	This column displays the principal-in-charge that is entered on the Overview tab of the Projects hub.
Project	This column displays the project number for the transaction.
Project Manager	This column displays the name of the employee who is the project manager for the project.
Project Pct Complete	This column displays the project manager's estimate of the percentage of work effort completed on the project.
Reimbursable Allowance	This column displays the expected total amount of reimbursable expenses: Reimbursable Allowance Expense Fee + Reimbursable Allowance Consultant Fee. The amount is in the project's cost currency. This amount is calculated from the fee entries on the Project Review form of the Projects hub.
Revenue Type	This column displays the revenue type. The revenue type is a code to identify how Vantagepoint calculates revenue for the task, phase, or project. There are six standard revenue types: B: Job-to-date billing M: (Job-to-date direct labor * Multiplier) + Job-to-date reimbursable expenses @ cost rates N: No revenue generation P: Percent complete + Job-to-date reimbursable expenses @ cost rates R: Job-to-date receipts W: Job-to-date billing + Work-in-progress @ billing rates
Supervisor	This column displays the name of the supervisor for the record.
Task	This column displays the task number.
YTD Amount	This column displays the year-to-date labor amount spent.
YTD AR Amount	This column displays the amount billed but not yet received for the year to date. This amount includes taxes.
YTD Billed	This column displays the total amount billed for the year to date.
YTD Hours	This column displays the total labor hours for the current year to date. This total includes regular hours, standard overtime hours, and secondary overtime hours.
YTD Net Gross Margin	This column displays the gross margin for the year to date. The gross margin is calculated as follows: Revenue - (Labor + Direct expenses + Reimbursable expenses) Firms that do not allocate overhead show project results on a gross margin basis.
YTD Net Revenue	This column displays the net revenue for the year to date. The net revenue is calculated as follows: Revenue - (Direct expenses + Reimbursable expenses)
YTD Profit	When you generate the report at cost rates, this column displays the profit for the year to date.
YTD Received	This column displays the amount received for the year to date, excluding taxes.
YTD Revenue	This column displays the revenue for the year to date.
YTD Unbilled	This column displays the amount of revenue for the year to date that has not yet been billed.