Project Summary Scoreboard
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.