Shows hour and billing summary by project type, client and division.

How it works

The Summary Scoreboard is designed to present the work done over a specified date range in a summary manner.   

Project Requests Section

• Shows number of new requests added/submitted (within date range).
• Shows number of rejected requests (like requests added, but in a rejected status).
• Show numbers of projects created (within date range) from approved requests.
• Shows number of total open approved requests (The number of approved requests that do not have a date completed).

Projects Summary Section 

• Shows number of new projects (based on Start Date on Project Setup).
• Shows number of completed projects (A completed project is determined when all the tasks on a project have an actual complete date and the maximum of these dates is in the date range).
• Shows number of active projects.
  NOTE: This does not rely on the project status, nor if its active or not. An active project, in this report only, is determined when any task on a project has an Actual Start Date, but no Actual Complete Date.
• Shows total projects (sum of active projects and projects completed within date range).

Completed Projects by Project Type Section

• Shows Project Type Name and number of projects completed with the date range. This list is sorted in alphabetical order.

Hours by Project Type Section 

• Shows Project Type Name and hours worked.
• Sorts by highest number of hours first.

Hours by Client Section

• Shows Client Name and hours worked.
• Sorts by highest number of hours first.

Hours by Division Section

• Shows Division Name and hours worked.
• Sorts by highest number of hours first.
• Displays the total number of hours.

Billings by Client Section

• Shows Client Name and total billed amount (within date range by invoice date).  Client comes from the invoice.
• Sorts by highest amount billed first.
• Displays total amount billed.