Project summary

The Project Summary page displays the most important KPIs for a project. The ProjectForecast is an important part of the summary. To have an up-to-date view on the numbers, run the ProjectForecast. The ProjectForecast is calculated from the budget lines, where the settings on the Budget card determine the details of the forecast.

The Project Summary page is also available as a Project Task Summary, Project Element Summary, and Project Activity Summary. These pages are based on the same data but filtered on the project task, project element, or project activity respectively.

The summary pages provide the following information:

The General FastTab of the Project Summary page consists of three separate parts:

  1. The upper left part shows invoicing information based on the project contract lines. The information is grouped per invoicing method and separated between the main contract and change orders for additional work. A total is also shown.
  2. The upper right corner shows the planned profit based on the budget and the forecasted profit based on the forecast.
  3. The lower half of the General tab shows the costs, grouped per cost type and separated into Budget, Actual, Estimate to Completion, and Forecast, as well as the variances and the progress of the costs. Budget information is based on the project budget lines. Actual numbers are based on the project ledger entries and are always up to date because they are flow fields. Estimate to Complete and Forecast are based on the latest set of project forecast lines.

The Currency FastTab shows the same information as the General tab but in a different invoicing currency as set for the project.

The Labor FastTab shows the number of hours for resources of the type Person and Machine (equipment).

The Supply FastTab shows the values of the purchase and production orders for the project.

See also