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Project Backlog report

Use this report to predict the amount of work already contracted that has yet to be completed. This easy-to-read graphic output shows you the three-month trend of backlog and predicts how many months of work the firm has available to be completed. Watching the trend of backlog helps you know when to increase marketing efforts or to hire additional staff.

This report displays the backlog for the current month and previous two months. It only includes projects with an actual start date and contract amount.

Note:

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.

Audience

Principal

Financial manager

Producing the report

From the Reports menu, click Project > Project Backlog.

Report options

Option	Description
Company	Multi-company only. The report contains information for all companies in your organization, unless you select a specific company in this field.
Project	The report contains information for all projects for the period selected unless you select a specific project in this field.
Current month	The report contains information for the current month (and previous two months) unless you select a different month.

Customize options

Column	Description
Report title	You can change the title of the report.
Sort order	Sorts the report by project, project manager, billing manager, principal-in-charge, project type, client, or department. If you use multi-company, you can also sort by company.
Limit by	Prints only 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.
Project status to print	Prints all projects or projects of a specific status
Include expenses	If selected, it includes expenses in report amounts.
Include consultant	If selected, it includes consultants in report amounts.
Print graph	If selected, a graph of the information appears on the report.
Print customize options on report	If selected, it prints a list of the options that you select.

Report contents

Column	Description
ID	The project identifier
Description	The project name
Start Date	The date when the project started. The actual start date for a given project must be maintained through Setup> Projects for the project to be included in this report.
Backlog	The amount of work contracted but not yet completed Backlog is calculated as follows: Current month backlog = Contract Amount - Total Billed Last month Backlog = Current Backlog + Current Month Billed 2 months ago backlog = Last Month's Backlog + Last Month Billed
Billed	The amount billed for the project for the month
Contract	The contract amount for the project
Total Billed	The total amount billed for the project

Row

Description

Report Total

The total backlog for all projects

Total Backlog in Months

The number of months until you run out of work at your current rate of billing:

Total Backlog in Months = Backlog / Billed Average

Billed Average = (Billed Current Month + Billed Last Month + Billed 2 Months Ago)/3

For each month, the report calculates how many months it takes to complete the work at your average billings per month.