Project Plan Summary Dashpart

Use the Project Plan Summary dashpart on the Dashboard of the Projects hub to view a summary of the project's labor, expense, consultant, and unit job-to-date (JTD) and estimate-to-complete (ETC) billing amounts at the project level. This dashpart provides one detailed view that shows how the project is trending against the contract amount as of the current date. Or, if you are planning at cost, you can view the estimate-at-completion (EAC) overhead against the contract amount to determine the potential profit for the project.

About job-to-date (JTD) date: If you have activated either the Accounting or PSA module, the JTD date is defined by the Job-to-Date (JTD) Through setting in Settings > Resource Planning > Plan Settings. This selection determines the date for calculating the JTD (posted and unposted) and then uses the next day and beyond to calculate the estimate-to-complete (ETC) date.

Contents

The amounts on this dashpart display at billing or cost, depending on the option you select in the upper-right corner of the dashboard. Whether both options are available depends on the budget type selected for the project plan. If both Billing and Cost options are available, you can switch between them, and the chart's information will update accordingly.

If your firm uses multiple currencies, the currency in use is indicated next to the Billing or Cost option. The project cost currency is always used when viewing projects and plans at cost. A configuration setting that your system administrator selects determines whether project cost currency or billing currency is used when you view projects and plans at billing.

When you select the Cost option, some information may not display if your security role does not provide access rights to labor cost rates and amounts.

Units display if the Resource Planning module is activated and if the project is in a company that has Unit Planning enabled.

Field	Description
Contract	This horizontal line represents the total contract amount: Direct labor + Direct and reimbursable expenses + Direct and reimbursable consultants.
ETC	This portion of the bar represents the total ETC amount for the project. This is the billing or cost value of planned labor, expenses, consultants, and units that is required from the day after the JTD date through the end of the plan. Calculation when the project is in a company that does not have Unit Planning enabled: Planned labor + Expenses + Consultants dated after the JTD date at billing or cost based on Budget Type selected. Calculation when the project is in a company that has Unit Planning enabled: Planned labor + Expenses + Consultants + Units dated after the JTD date at billing or cost based on Budget Type selected.
JTD	This portion of the bar represents the JTD amount for labor, expenses, consultants, and units through the JTD date, at billing or cost. Calculation when the project is in a company that does not have Unit Planning enabled: Posted labor + Expenses + Consultants + Unposted labor + Committed purchase orders. Calculation when the project is in a company that has Unit Planning enabled: Posted labor + Expenses + Consultants + Units + Unposted labor + Committed Purchase Orders.
EAC Overhead	This portion of the bar displays if you select the Cost option. Calculation: JTD overhead allocation + estimated JTD overhead allocation (since last allocation) + estimated ETC overhead
EAC Profit	This portion of the bar displays if you select the Cost option. Calculation: Contract amount - JTD amount - ETC amount - EAC overhead When you hover over the EAC profit portion of the bar, it displays both the EAC profit amount and the EAC profit percentage. If the EAC profit is negative because there is a loss, it does not appear on the chart.