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.

Note:

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.

Audience

Principal

Project manager

Accounting staff

Producing the report

From the > Reports menu, click Project > Executive Summary.

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, unless you select a specific project in this field.

Customize options

Option	Description
Report title	You can change the title of the report.
Sort order	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.
Project status	Prints all projects or projects of a specific status.
Include marketing phases	unavailable in ajeraCore If selected, it includes Business Development marketing phases in the report.
Limit by	Only prints projects associated with the department, 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.
Amount type	Prints either spent, billed, cost, or hour amounts.
Include overhead in cost	If selected, it includes overhead in the cost amount.
Include premium time in cost	If selected, it includes premium time in the cost amount.
Show graph	Also shows a graph of the information.
Include expenses	If selected, it includes expense in report amounts.
Include consultants	If selected, it includes consultants in report amounts.
Use drilldown	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.
Print customize options on report	If selected, it prints a list of the options that you select.

Report contents

Column	Description
Main report:
When Spent is selected for the Amount type to print:
Status	The current status (such as Active, Work Hold, Billing Hold, and so on) of the project or phase
Contract	Total amount contracted to bill the client
Spent	Total amount spent to-date at billing rates
Remaining	Contract - Spent
% Spent	The percent of the contract already spent for the project: % Spent = Spent / Contract * 100 and rounded to the nearest whole number
When Billed is selected for the Amount type to print:
Status	The current status (such as Active, Work Hold, Billing Hold, and so on) of the project or phase
Contract	Total amount contracted to bill the client
Billed	Total amount billed to-date It includes invoice adjustments unless you select the > Manage > Project Command Center > Project Info tab > Billing subtab > Exclude from billed for reporting check box for an adjustment.
Remaining	Contract - Billed
% Billed	The percent of the contract amount already billed for the project: % Billed = Billed Amount / Contract Amount * 100
When Cost is selected for the Amount type to print:
Status	The current status (such as Active, Work Hold, Billing Hold, and so on) of the project or phase
Budget	Total cost amount budgeted
Cost	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.
Remaining	Budget - Cost
% Cost	The percent of the cost budget amount already spent for the project: % Cost = Cost / Budget * 100
When Hours is selected for the Amount type to print:
Status	The current status (such as Active, Work Hold, Billing Hold, and so on) of the project or phase
Budget	Total cost amount budgeted
Cost	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.
Remaining	Budget - Cost
% Cost	The percent of the cost budget amount already spent for the project: % Cost = Cost / Budget * 100