Project summary scoreboard [report]
Shows hour and billing summary by project type, client and division.
Report Options
Search Criteria
Date Range - Choose the desired date range.
Division - Pulls a list to choose from all Clients Divisions.
Display Options
Show Zeroes -
Show Labor Net -
Show Labor Gross -
Choose Sections To View
Project Requests - Displays the Project Requests Section on the report.
Project Summary - Displays the Project Summary Section on the report.
Completed Project By Project Type -
Hours By Project Type -
Hours By Client -
Hours By Division -
Billings By Client -
Billings With Advance Bills -
Completed Project Details -
Group Project Details By - Choose from Project Type, Client or 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
New Requests - Shows the number of new requests added/submitted (within the date range).
Rejected Requests - Shows the number of rejected requests (like requests added, but in a rejected status).
Projects Created from Approved Requests - Show the number of projects created (within the date range) from approved requests.
Open Approved Requests - Shows the number of total open approved requests (The number of approved requests that do not have a date completed).
Projects Summary Section
New Projects - Shows the number of new projects (based on the start date of project setup).
Completed Projects - Shows the number of completed projects (A completed project is determined when all the tasks on a project have an actual completion date and the maximum of these dates is in the date range).
Completed On Time - Shows the number of projects where the Complete Date on the project settings is <= the latest task actual complete date of all of the tasks on the project.
Not Completed On Time - Shows number of projects that were not completed on time
Active Projects - Shows the number of all active projects regardless of dates entered.
NOTE: This does not rely on the project status, nor if it's 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 completion date.
Total Projects - Shows the sum of Active Projects (all) and Completed Projects (within the 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 and hours worked.
- Sorts by the highest number of hours first.
Hours by Client Section
- Shows client name and hours worked.
- Sorts by the highest number of hours first.
Hours by Division Section
- Shows division name and hours worked.
- Sorts by the 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). The client name comes from the invoice.
- Sorts by the highest amount billed first.
- Displays total amount billed.
Completed Project Details Section
- Shows each Projects Full Name, Duration, Budget Hours, Actual Hours, Budget Dollars, Actual Dollars, and On Time.