Project Review Form
Use the Project Review form to get an overview of a project's performance from within the Projects hub. You can compare actual job-to-date hours and amounts to budget, to plan, or to expected compensation for the project as a whole or for any lower level work breakdown structure element. You can also switch between viewing amounts at billing rates and viewing them at cost or burden rates.
In addition, you have access to the Billing Summary dialog box and the Cost Summary dialog box, on which you can update percent complete values and, in some cases, expected compensation amounts.
Fields that display blue hypertext links allow you to quickly drill down to the underlying detail for the selected value, eliminating the need to generate a separate report to view and analyze supporting data. These drill-down options are available at all levels of the project work breakdown structure.
- Related Topics:
- Display the Project Review Form
Display the Project Review form in the Projects hub. - Header Fields for the Project Review Form
Fields and options that display on the Project Review form in the header area are generally available regardless of the type of project and the currently selected tab. - Actions Bar for the Project Review Form
Use the Actions bar on the Project Review form as a shortcut to actions that you routinely perform. - Financials Tab of the Project Review Form
The values that display on the Financials tab of the Project Review form depend on system settings, project charge type, options that you select on the Options dialog box or the form itself, and the columns that you select for the grid. - Purchasing Tab of the Project Review Form
If you have the Purchasing application activated, use the Purchasing tab to review how purchase order and purchase requisition information has been prorated to a project.