Project Summary Export

Use the Project Summary Export report to download project summary data to a Microsoft Excel spreadsheet file or other file format.

Contents

Column Description
Project This column displays the project identifier.
Description This column displays a description of the project.
Principal This column displays the name of the principal who is associated with the project.
Project Manager This column displays the name of the project manager who is associated with the project.
Supervisor This column displays the name of the supervisor who is associated with the project.
Client ID This column displays the identifier for the client associated with the project.
Contact ID This column displays the identifier of the contact at the client.
Charge Type This column displays the charge type of the project.

The following are the available charge types:

  • Regular — Regular projects are projects that produce revenue. Costs charged to regular projects include direct labor, direct expense, and reimbursable expense. Detail is retained for the life of the project.

  • Overhead — Overhead projects do not produce revenue. Costs charged to overhead projects include indirect labor and indirect expense. The total cost of these projects is distributed to regular projects during overhead allocation. The following are typical overhead projects: General Overhead, Vacation, Sick Leave, Holiday, or Civic Duty. Costs for overhead projects are reset to zero when you initialize for a new fiscal year.

  • Promotional — Promotional projects track the cost of acquiring contracts. If you obtain the contract, you can create a regular project and transfer the detail to it to be billed or tracked. A promotional project is the same as an overhead project, except that Vision does not reset project costs to zero at the start of each fiscal year as it does for overhead projects.

Revenue Type This column displays the revenue type code for the project.

The revenue type code indicates the method Vision uses to calculate revenue:

  • B — Job-to-date billing

  • M — (Job-to-date direct Labor x 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 ( WIP) @ billing rates

Multiplier/ Amount This column displays the multiplier, percentage, or amount used to calculate revenue for the project.
Compensation This column displays the total contract amount for the project.
Reimb Allowance This column displays the expected amount of reimbursable expense billing project.
Consultant Fee This column displays the expected amount of reimbursable consultant fees for the project. This amount includes any markups on consultant professional services.
Project Pct Complete This column displays the project manager’s estimate of the percentage of work effort completed on the project.
Current Hours This column displays the number of labor hours spent for the project in the current period.
Current Amount This column displays the labor amount spent for the project in the current period.
JTD Hours This column displays the number of labor hours spent for the project since it began.
JTD Amount This column displays the labor amount spent for the project since it began.
Budgeted Hours This column displays the number of hours budgeted for the project.
Budgeted Amount This column displays the amount budgeted for the project.
YTD Hours This column displays the number of labor hours spent for this task, phase, or project in the current year.
YTD Amount This column displays the labor amount spent for this task, phase, or project in the current year.
ETC Hours This column displays the estimate-to-complete hours. This is the estimate of the total labor hours, in addition to those already worked, that are required to complete the work.
EAC Hours This column displays the estimate-at-completion hours. This is the estimate of the total number of hours that will be worked over the life of the project. The estimate-at-completion hours include hours worked to date and the estimated additional hours required to complete the project.
ETC Amount This column displays the estimate-to-complete amount. This is the estimate of the total amount, in addition to that already spent, that is required to complete the work.
EAC Amount This column displays the estimate-at-completion amount. This is the estimate of the total amount that will be spent over the life of the project. The estimate-at-completion amount includes the amount spent to date and the estimated additional amount required to complete the project.
Percent Complete Hours This column displays the project manager’s estimate of the percentage of labor hours completed on this project.
Revenue columns The following columns display the project revenue for the current accounting period, for the year to date, and for the job to date:

  • Current Revenue

  • YTD Revenue

  • JTD Revenue

Profit columns The following columns display the amount of profit for the project for the current accounting period, for the year to date, and for the job to date:

  • Current Profit

  • YTD Profit

  • JTD Profit

Profit = Revenue - Spent

Gross Margin columns The following columns display the gross margin for the project for the current accounting period, for the year to date, and for the job to date:

  • Current Gross Margin

  • YTD Gross Margin

  • JTD Gross Margin

Gross margin = Total revenue - (Labor + Direct + Reimbursable amounts spent)

Firms that do not allocate overhead show project results on a gross margin basis.

Net Revenue columns The following columns display the net revenue for the project for the current accounting period, for the year to date, and for the job to date:

  • Current Net Revenue

  • YTD Net Revenue

  • JTD Net Revenue

Net revenue = Total revenue - (Non-labor direct expense + Reimbursable expense)

Billed columns The following columns display the amount billed for the project for the current accounting period, for the year to date, and for the job to date:

  • Current Billed

  • YTD Billed

  • JTD Billed

Unbilled columns The following columns display the amount of revenue that has not yet been billed for the project for the current accounting period, for the year to date, and for the job to date:

  • Current Unbilled

  • YTD Unbilled

  • JTD Unbilled

Unbilled = Revenue - Billed

Received columns The following columns display the total amount of payment received for the project for the current accounting period, for the year to date, and for the job to date:

  • Current Received

  • YTD Received

  • JTD Received

A/R Amount columns The following columns display the total amount billed but not yet received for the project for the current accounting period, for the year to date, and for the job to date:

  • Current A/R Amount

  • YTD A/R Amount

  • JTD A/R Amount

Parent topic: Data Export Reports Overview