Lesson 3: Project reporting
You can view the following types of information about your projects:
- Relevant reports while you work on a project
- Project schedule information
- Detailed project reports
- Focused project information
As you work with Ajera, you'll most likely find that all the information you need about your projects is available to you.
Relevant reports while you work
See up-to-date, pertinent information about the project you are currently viewing.
While managing, budgeting, and scheduling projects in the Project Command Center (
| Click this tab | To review |
|---|---|
| Invoices | Client invoice details and to preview client invoices |
| Progress | If a project is on time and on budget |
| Snapshot | Billed, spent, and WIP amounts, as well as hours worked, to-date |
| Plan | A project's budgeting and scheduling information |
Project schedule information
While working with your project and employee schedules in Schedule Manager (Manage > Schedule), you can easily see current information on the status of your project and how time is being spent. You can also export the information to Excel.
Detailed project reports
Monitor, analyze, and evaluate the success of your projects. Simply review the reports you need.
Click Reports > Project.
- Executive Summary
- Project Workload
- Project Earnings
- Project Profit
- Project Backlog
- Hours Distribution by Project
- Budget Variance
- Commitment Management
- Billing Report
- Work-in-Progress Aging
- Business Development
Popular reports
Following is a closer look at a few of the popular project reports.
To learn more about project reports and what they can tell you, see A Project Manager's Path through Ajera.
Snapshot report
Use the Snapshot report to manage day-to-day execution of your project. This report can help answer questions, such as:
- How is my project progressing?
- What is available to bill?
- How much budget (hours and revenue) is left?
- Who is working on my projects?
At a glance, you can view billed, spent, and WIP amounts, as well as hours worked, to-date. You can view detail by labor, expense, and consultant. You can further drill down to view spent and billed rates.
The project contract totals on this report are derived from the totals that appear for projects on the Manage tab.
How to get the most out of it
Be sure to enter contract amounts for the project and its phases as you work on them. This gives Ajera good data at the project and phase level as long as you budget the project to the phase level. You enter and maintain contract amounts in the Project Command Center (
Where to see it
From the 
(Customize) to add it.
What it looks like
Progress report
Determine if your project is on time and on budget
Use the Progress report to help you determine if a project is on time and on budget. You can compare the amount you spent on your project against the budgeted amount and the reported percent complete amount on a project-to-date basis.
With this report, you can perform Earned Value Analysis (EVA), an industry-standard method of determining the progress of a phase or project at any point in time. EVA compares forecasted completion dates and estimated costs to work that was completed (earned). The report illustrates the comparison in a three-line graph, which shows the variance among schedule, budget, and earned.
How to get the most out of it
To get the most benefit from this report, be sure to maintain this information for the project in the Project Command Center (
-
Estimated start and complete dates
-
RPC (Reported Percent Complete)
-
Contract amount
In this way, you give Ajera good data for your report, as long as you enter and update the budget and its dates to the phase level.
Where to see it
- Open the project (from the
- Click the Progress tab.
What it looks like
Project Earnings report
Use the Project Earnings report to obtain a complete picture of your projects including billing, cost, and profit.
You can do the following with this report:
- Review work-in-progress (WIP) and Receivables balances.
- See a write-off amount when the WIP amount has been manually changed or the WIP status has been changed to Write-off.
- Optionally include overhead expenses in your project labor cost.
- Print it with labor only, or include expenses and or consultants.
You can summarize information by project manager, principal in charge, project type, or department. You can drill down to project, phase, and full detail information.
Where to see it
From the Reports menu, click Project > Project Earnings.
What it looks like
Budget Variance report
Use the Budget Variance report to monitor labor, expense, and consultant totals.
Use the graph view to see, at a glance, which projects need your attention. The comprehensive budget information on the report includes contract amount, amount spent, and amount remaining for labor, expenses, and consultants.
You can summarize information by project manager, principal in charge, project type, or department. You can drill down to project and phase information.
Where to see it
From the Reports menu, click Project > Budget Variance.
What it looks like
Focused project information
When you need to focus on specific project information, you can use a project inquiry.
You can work with one of these standard inquires to get at the specific information you need. For example, you can delete a column, move a column, or add a column. When you add a column, you can select it from a long list of available information, or enter a formula to display the unique information you need.
Click
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