Executive Summary report
This report provides the principal and project manager a summary view
of their projects at a glance. Use this report to quickly evaluate how
project managers are performing. You can also use this report to see which
clients or type of projects are your most profitable for determining which
projects to pursue.
You can review the percent spent overall to determine potential problem
projects and then drill down for more detail on each phase/task. This
one-page report gives you all the information you need to quickly assess
total company resources spent on your projects compared to what has been
budgeted. If you need a list of projects by type for marketing that next
big job, then this is the report for you!
You can summarize information by project manager, principal in charge,
project type, or department. You can drill down to project and then phase
information.
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Note:
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unavailable in ajeraCore - When using Business Development, note that this report includes amounts for production phases not linked
to marketing phases and for production phases linked to marketing phases
with a final disposition of Won.
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Audience
Principal
Project manager
Accounting staff
Producing the report
From the Reports
menu, click Project > Executive
Summary.
Report options
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Company
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Multi-company only. The report contains information for all companies in your organization, unless you select
a specific company in this field.
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Project
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The report contains information for all projects, unless you select
a specific project in this field.
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Customize options
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Report title
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You can change the title of the report.
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Sort order
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Sorts the report by project manager, billing manager principal in charge,
project, project type, client, or department. If you use multi-company, you can also sort by company.
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Project status
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Prints all projects or projects of a specific status.
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Include marketing phases
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unavailable in ajeraCore
If selected, it includes Business Development marketing phases in the report.
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Limit by
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Only prints projects associated with the project manager or principal-in-charge
who is producing the report. You can print all projects by selecting
No limit. If you use multi-company, you can also limit by company.
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Amount type
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Prints either spent, billed, cost, or hour amounts.
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Include overhead in cost
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If selected, it includes overhead in the cost amount.
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Include premium time in cost
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If selected, it includes premium time in the cost amount.
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Show graph
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Also shows a graph of the information.
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Include expenses
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If selected, it includes expense in report amounts.
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Include consultants
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If selected, it includes consultants in report amounts.
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Use drilldown
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If selected, you can drill down to further detail on the report. If
cleared, all information, including the lowest level of detail, prints
on the report.
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Print customize options on report
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If selected, it prints a list of the options that you select.
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Report contents
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Main report:
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When Spent is selected for
the Amount type to print:
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Status
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The current status (such as Active, Work Hold, Billing Hold, and so
on) of the project or phase
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Contract
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Total amount contracted to bill the client
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Spent
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Total amount spent to-date at billing rates
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Remaining
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Contract - Spent
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% Spent
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The percent of the contract already spent for the project:
% Spent = Spent / Contract * 100 and rounded to the nearest whole number
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When Billed is selected for
the Amount type to print:
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Status
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The current status (such as Active, Work Hold, Billing Hold, and so
on) of the project or phase
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Contract
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Total amount contracted to bill the client
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Billed
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Total amount billed to-date
It includes invoice adjustments unless you select the Setup > Projects > Project Info tab > Billing subtab > Exclude from billed for reporting check box for an adjustment.
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Remaining
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Contract - Billed
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% Billed
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The percent of the contract amount already billed
for the project:
% Billed = Billed Amount /
Contract Amount * 100
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When Cost is selected for
the Amount type to print:
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Status
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The current status (such as Active, Work Hold, Billing Hold, and so
on) of the project or phase
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Budget
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Total cost amount budgeted
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Cost
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Total cost amount spent to date. Includes DPE and Overhead when the
Include overhead in cost option
is selected. Includes premium time when the Include
premium time in cost Customize option is selected.
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Remaining
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Budget - Cost
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% Cost
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The percent of the cost budget amount already
spent for the project:
% Cost = Cost / Budget * 100
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When Hours is selected for
the Amount type to print:
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Status
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The current status (such as Active, Work Hold, Billing Hold, and so
on) of the project or phase
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Budget
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Total cost amount budgeted
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Cost
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Total cost amount spent to date. Includes DPE and Overhead when the
Include overhead in cost option
is selected. Includes premium time when the Include
premium time in cost Customize option is selected.
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Remaining
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Budget - Cost
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% Cost
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The percent of the cost budget amount already
spent for the project:
% Cost = Cost / Budget * 100
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See also
Producing reports
Using the reports toolbar
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