Principal Sample – Project Status Performance Dashboard

The Principal Sample - Project Status performance dashboard helps you monitor performance of labor billing against budget for your projects.

Project Budget Table

Use the Project Budget table to view comparisons of actual, budgeted, and projected financial indicators for your projects. This table illustrates how you can use multiple measures in the same table.

To make full use of this table, you must have the Planning module. If you do not have Planning, the table only displays data for the Labor Total Billing and AR Over 60 measures.

Characteristic Description
Chart Type Table
Measures

Baseline Labor Billing

Labor Total Billing

EAC Labor Billing

Total BaselineEAC Labor Billing

EAC Multiplier Billing

AR Over 60: Calculated as AR Balance 61-90 + AR Balance 91-120 + AR Balance Over 120

Drill Down From project manager through the lowest work breakdown structure level

Only actual hours for the current active period are used in the calculation of EAC data in the Project Budget table. In other words, EAC does not include planned hours for the current period.

Automatic Filter

Vision automatically filters the data to only include projects for which the principal assigned to the project is the current Vision user. If the user is not linked to an employee in Vision, this filter cannot be applied, so the dashboard includes data for all projects.

Filter Options

You can filter the project data for the Project Budget table based on any or all of the following:

  • Project manager
  • Project primary client
  • Project type
  • Project status
  • Project charge type (Default: Regular)