The Project Summary report shows everything about one project on one page: its budget, the time and expenses tracked against it, its fixed amounts, and how much has been invoiced. Project managers use it to check a project's health, and finance teams to see what is left to bill.
To compare several projects at once, use the Project Dashboard report.
Open the report
Go to Reports in the left menu. On the Standard tab, Project Summary Report is in the Project Management group. You can also type "summary" into Search to find it.
Click the report to open it. In the panel on the right, choose a Customer and a Project, then click Preview. The Project list fills in once you've chosen a customer. The report covers one project at a time.
Choose what to include
- Customer and Project: the project to report on. Archive Status sets whether the lists show active or archived projects, or both.
- Date Range: the default is All Time. Choose a past range or Custom Date Range to set your own Start Date and End Date. Time entries count by entry date, expenses by expense date, bills and invoices by issue date, and fixed amounts by the task's due date. The budget itself doesn't change with the date range.
- Time Format: decimal hours or hours and minutes.
- Rounding: applies your account's timesheet rounding, so you see the hours as they would appear on an invoice.
- Apply Expense Markup: adds any expense markup to the billable expense amounts in the Total Amount panel.
- Timesheet Status and Expense Approval Status: which entries to count. By default the report counts approved, automatically approved and invoiced time, and approved and automatically approved expenses.
- Flatten Report Tabs: shows every panel's details at once. Use it for printing and exporting.
These options change how the budget is used up, not the project's settings:
- Project Budget based on linked Invoices: uses the total of the invoice lines linked to the project as the budget, for No Budget and Total Project Fees projects.
- Use Billable Rate to deduct Timesheets from budget: values tracked time at billable rates instead of cost rates.
- Deduct Expenses & Bills Amount from budget: on by default. Counts expenses and bills against a No Budget or Total Project Fees budget.
- Only deduct billable timesheet hours: for hours-based budgets, only billable hours use up the budget.
Read the report
The heading shows the project, its customer, its Budget Type and its Billable Method. Below it are five summary panels. Click a panel to show its details and subtabs below it. Click a name in a table to see the entries behind its total.
Panel | Summary | Details |
|---|---|---|
Budget | Budget Hours, Tracked Hours and Remaining Hours for hours-based budgets, or Total Budget, Cost and Margin for No Budget and Total Project Fees | Subtabs such as Timesheets, Team, Category, Expenses, Bills and Schedule, depending on the budget type |
Total Hours | Billable and not billable hours | Team and Category, with billable, not billable and total hours |
Expenses & Bills | Billable and not billable amounts, before tax, converted to the customer's currency at the rate saved on each expense or bill | Team Expenses, Category Expenses (with each expense category's budget, set on the project settings' Categories tab, and what remains) and Bills |
Fixed Amount Tasks | Complete and outstanding fixed amounts. A fixed amount counts as complete when its task has a completed status. | Complete and Outstanding, with the invoiced and uninvoiced amount of each task |
Total Amount | Invoiced and uninvoiced amounts | Invoices (every invoice with at least one line linked to the project), Timesheets, Fixed Amount and Expenses |
Hours-based budgets are Total Project Hours, Category Hours and Person Hours. To set a project's budget, see entering a project budget.
Save, schedule or export
To keep your parameter choices, save the report as your own copy: see saving and sharing reports. A saved report can be emailed on a schedule, for example as a weekly progress report: see scheduling reports for email delivery. To download the report as a file, see exporting data.
Who can see it
Administrators, Portfolio Managers and Finance Managers can run the report for any project. Project Managers can run it for projects they're an active member of, and the Customer and Project lists show only those. They see the figures only when they have both Can manage Project Member Cost & Billable Rates and Can manage Fixed Amounts on project on that project. Otherwise the report says they don't have the required rights.