Project Top-Bottom Performers

Use the Project Top-Bottom Performers report to analyze the performance of projects, principals, project managers, or supervisors and to review key financial statistics by client.

The Opportunity Top-Bottom Performers report presents key statistics based on opportunity data.

Refresh Summary Table Utility

You can generate the Project Top-Bottom Performers report from posted data or from a summary table that you update periodically using the Refresh Project Summary Table utility. (This utility calculates and saves project summary information for regular projects only.)

Deltek recommends that firms with large databases generate the Project Top-Bottom Performers report from the summary table for the following reasons:

• Vision generates the report significantly faster.
• Report generation from the summary table places less of a load on the database server.

Schedule the Refresh Project Summary Table utility to run after business hours each night, so that information in reports printed the next day is current as of the close of business the day before.

Configuration

Two options on the Accounting tab of Security Roles Configuration affect the columns that are available for this report. If Labor Cost Rate/Amounts is set to No Access, Final Totals Only, or Subtotals Only, and if Include Cost Amts in Spent and Profit Calcs is not selected, the following are true for this report:

• The following columns are not available:
  • Effective Multiplier – Current, YTD, and JTD
  • Profit Less OH - Current, YTD, and JTD
  • Profit % Less OH - Current, YTD, and JTD
  • Spent @ Cost Less OH - Current, YTD, and JTD

• The values in the following columns do not include labor hours or amounts:
  • Gross Margin - Current, YTD, and JTD
  • Profit - Current, YTD, and JTD
  • Profit % - Current, YTD, and JTD
  • Spent @ Cost – Current, YTD, and JTD

In addition, if Labor Cost Rates/Amounts is set to No Access, the Labor Direct Cost - Current, Labor Direct Cost - YTD, and Labor Direct Cost - JTD columns are not available.

Multicompany

If you use the Multicompany feature, this report can include projects from any companies in your enterprise. It is not restricted to the active company. To generate the report for a single company, select Company as one of the record selection criteria.

Vision excludes intercompany invoices from amounts that are based on billing and accounts receivable data.

Multicurrency

If you use the Multicurrency feature, the report displays all monetary amounts in the presentation currency you select on the General tab of the Options for Project Top-Bottom Performers dialog box.

When you compare amounts on this report to equivalent amounts from a project report, be sure that you use the same presentation currency and exchange rate date for both reports.

Options Dialog Box

Use the Options dialog box to specify reporting options for a report. Depending on the report, the dialog box contains one or more of the following tabs: General, Sorting/Grouping, Columns, Budget, Metrics, User Defined Sections, Activity, Drill Down, Layout, and Graph.