Analyze the financial health of all your projects in one report with the Project Dashboard report. Review key statistics, build customized version of the report, or track big picture status over time. Stay up to date on total hours logged, total invoiceable amounts and cost per project with this easy to use report.
Figure: View Project Health with the Project Dashboard Report
A few reasons to use this report:
- Review financial information for your entire account in one report. See each project’s budget, cost, hours logged, and more in one easy to run report.
- Keep an eye on budget utilization. Schedule automatic delivery so you’re always aware of where each project stands.
- Report on projects by business type with our Project Category and Project Tags.
- Customize the report for clients to include billable rates and expense markups.
- Group projects by status to better understand how your project pipeline is progressing.
This report can be run for one or more projects at one time. You can choose from multiple filters, along with other useful report parameters.
Customers: Select the customer(s) you want to run the report for. You can select one or more customers as needed.
Projects: Select the project(s) you want to run the report for. You can select one or more projects as needed. You can only choose a project after one or more customers have been chosen.
Date Range:When the Date Range parameter is applied to this report, we only consider timesheets, expenses, fixed amounts, and invoices that fall in the selected date range.
Below is a detailed overview of the changes each column goes through when the Date Range filter is applied to the Project Dashboard report.
|Column Name||Changes as a result of Data Range parameter|
|Project Title||No Change|
|Spent||Only factors in Timesheets, Expenses, and (optionally) Fixed Amounts that fall in the selected date range to calculate the amount spent on the project. If you create a timesheet today but change the “Timesheet Date” to last week, it will be considered as a timesheet from last week instead of this week.|
|Remaining||Since this field is calculated using the formula “Budget minus Spent”, the application of the date range filter effects this field as well.|
|Act Hrs||Will only factor in Timesheets that fall in the selected date range.|
|Time Amount||Will only factor in Timesheets that fall in the selected date range.|
|Expense Amount||Will only factor in Expenses that fall in the selected date range.|
|Fixed Amount||Will only factor in Fixed Amounts that comply with the following:|
a) The Task linked to the Fixed Amount must have a Due Date
b) The Due Date of the Task linked to the Fixed Amount must fall in the selected Date Range
|Uninvoiced Amount||The billable uninvoiced Timesheets, Expenses, and Fixed Amounts that fall in the selected date range.|
|Invoiced Amount||Total of all Invoice line items linked to the Project where the Invoice Issue Date falls in the selected date range.|
|Sch Hrs All||Total number of hours scheduled for this Project in the Resource Scheduling module where the Schedule Date falls in the selected date range.|
|Sch Hrs Future||No Change.|
Some custom date ranges are available such as:
- This week
- This month
- Last Week
- Last Month
- Last 30 Days
- Last 60 Days
- Last 90 Days
- This Year
- Last Year
- All Time
- Custom Date Range (allows you to choose a custom date range in the next parameter)
Start / End Date:
Enter a custom start date range to run the report for.
Many of our reports allow you to group data. The Project Dashboard report allows you to choose one primary grouping.
This includes the following options:
- Project Status
- Project Category
We subtotal the duration, cost and billing amounts when data is grouped. The only exception to this is when a chosen grouping has projects in multiple currencies. In that case amount fields display N/A as amounts from different currencies can’t be added up.
Archive Status: Choose whether you wish to run the report for just Active or Archived projects, or both.
Project Status: You can choose to filter the project list by project status; i.e, Complete, Not Started or In Progress.
Time Format: Choose whether the report output should show hours in hh:mm or hh.mm.
Billable to Customer: The Spent Amount and Time Amount is calculated based on Billable Hourly Rate rather than the Hourly Cost Rate. (By default, this is unchecked)
Apply Rounding: This checkbox applies rounding to the report based on your account settings. This shows you what the durations will look like when added to an invoice. The Actual Hours, Time Amount and Spent Hours / Amount are calculated after applying rounding to the timesheet entries.
Apply Expense Markup: Check this option to include markup amount for Expense Amount and Spent Amount columns.
Exclude Fixed Amount from Spent: Switched on by default. Switching this setting off will Include the Fixed Amounts in your Spent total.
Project Tags: Filter the projects based on project tags.
Project Categories: Filter projects based on project categories.
Project with Remaining Budget: View only projects where the budget has been defined and their hours or amount remaining.
Project Budget based on Linked Invoices: Use the total value of linked invoice line items as the budget.
Timesheet Approval Status: Filter timesheets to include in report output based on status.
Expense Approval Status: Filter expenses to include in report output based on status.
Report Display Format
The Project Dashboard report displays the following fields. Later in this guide, we explain how you can use the Report Filters & Parameters to change this data.
Project Title, Customer & Status: Displays the Project Title, the Customer it is for, and the Status (including Archived Status).
Tasks: Number of completed and total tasks in the Project.
Budget: Displays the budget set for each project in terms of hours or amount. Please refer to the different budget options available in the Project Settings guide.
Spent: Hours or amount spent towards the Project. The spent amount can be calculated differently based on some of the report parameter selections. You can read more about it below.
Remaining: Budget minus Spent Amount.
Actual Hours: Total hours logged on the project. This includes billable and non-billable hours. You can apply rounding to this with the “Apply Rounding” checkbox. Read more about Timesheet Rounding here.
Time Amount: By default, this field displays timesheet cost. To view timesheet amount based on project billable rate select “billable to customer” checkbox.
Expense Amount: A total of billable and non-billable expenses for this project. To apply the expense markup to this amount please select “Apply Expense Markup” checkbox. Read more about Expense Markups here.
Fixed Amount: Total of all fixed amounts on this project.
Uninvoiced Amount: This includes, Billable Timesheets, Expenses and Fixed Amounts.
Invoiced Amount: The total amount invoiced for this project. Based on the Invoice line-items linked to this project using the Invoice/Project Link feature.
We hope this guide was useful. Need further help with the Project Dashboard report? Please contact our support team via chat or email.