The Project Summary report is one of the most popular reports in Avaza. Unlike the Project Dashboard report which can show information for multiple projects at a time, this report runs for one project at a time but provides a comprehensive view of all project metrics on one page. Skim through the summary panels or drill down to the lowest level of information – this report can do it all.

Figure: Project Summary Report

A few reasons to use this report:

• For a single project, keep track of all project-related metrics on one page with the ability to drill down to the lowest level. Save & share the report with management.
• For a long-running project, schedule a weekly Project Progress report that gets delivered to senior management and project managers every Monday.
• Keep track of all timesheets, expenses, bills, fixed amounts and invoices linked to a specific project without running multiple reports.

Report Display

The Project Summary report organizes project-related information into 5 tabs:

• Project Budget Hours
• Project Total Hours
• Project Expenses and Bills 
• Project Fixed Amounts
• Project Total Amount

In the header of the report Budget Type and Billable Method of the project is displayed

The header of each tab contains a summary of the information inside it.

                         Figure: Summary Panels – Project Summary Report

Tab 1: Project Budget Hours 

This tab gives you a detailed breakdown of your project’s budget and actual.

The summary panel of this tab may be displayed in one of two ways based on the Budget Method you’ve selected for the Project. 

For hours based budget types the value of the budget is displyed in amount where possible.

See the below illustration for more details on this.

Figure: Variations of Summary – “Project Budget & Actual” Tab

Here’s what you will see in this tab based on the Budget Method you’ve selected for the Project:

Subtab: Timesheets

Below are the details of each column shown in this subtab:

• Project Member: Shows name of Project Member
• Total Hours: Shows the sum of hours tracked by the project member (includes both Billable and Non-Billable hours)
• Total Amount: Shows the sum of timesheet cost amount (Total Hours multiplied by Project Member Cost Rate)

You can click on a project member’s name to drill further and see individual timesheets that make up the total.

Subtab: Expenses

Below are the details of each column shown in this subtab:

• Expense User: Shows the name of the Expense User
• Amount: Shows the sum of expense amount (based on all expenses submitted by the users that are linked to the project). This column only shows before-tax totals in customer currency. Any amounts tracked in currencies other than customer currency will be converted to customer currency based on the exchange rate saved on the expense. [ps2id id=’subtab-team’ target=”/]

The report also includes an Expense subtab for hours based budget types so if an expense budget is configured it can be reviewed.

You can click on any expense user’s name to drill further and see individual expenses that make up the total.

Subtab: Team 

Below are the details of each column shown in this subtab:

• Name: Shows the name of the Project Member
• Billable Hours: Shows the sum of all billable hours submitted by the project member that are linked to the project
• Not Billable Hours: Shows the sum of all non-billable hours submitted by the project member that are linked to the project
• Total Hours: Shows the sum of both Billable and Non-Billable hours submitted by the project member [ps2id id=’subtab-category’ target=”/]

You can click on any team member’s name to drill further and see individual timesheets that make up the total.

Subtab: Category

Below are the details of each column shown in this subtab:

• Name: Shows the name of the Timesheet Category
• Billable Hours: Shows the sum of all billable hours submitted against a Timesheet Category
• Not Billable Hours: Shows the sum of all non-billable hours submitted against a Timesheet Category
• Total Hours: Shows the sum of both Billable and Non-Billable hours submitted against a Timesheet Category

You can click on an any Timesheet Category name to drill further and see individual timesheets that make up the total.

Tab 2: Project Total Hours

This tab gives you a detailed breakdown of timesheets tracked against the Project you’re running the report for.

Here’s what you will see in this tab:

• Total Hours: Total hours tracked against the Project
• % of Billable Hours: This doughnut graph shows the percentage of Billable Hours vs. Total Hours tracked against the Project
• Billable: Total billable hours tracked against the Project
• Not Billable: Total non-billable hours tracked against the Project
• Subtab – Team: Learn more
• Subtab – Category: Learn more

Tab 3: Project Expenses and Bills 

This tab gives you a detailed breakdown of expenses tracked against the Project you’re running the report for.

Here’s what you will see in this tab:

• Total Expenses and Bills: Total of expense amount for expenses tracked against the Project and total bills amount of bills against the Project.
• % of Billable Expenses: This doughnut graph shows the percentage of Billable Expenses vs. Total Expenses tracked against the Project
• Billable: Total billable expenses tracked against the Project
• Not Billable: Total non-billable expenses tracked against the Project
• Subtab – Team Expenses : Shows breakdown of billable and non-billable expenses by User
• Subtab – Category Expenses: Shows breakdown of billable and non-billable expenses by Expense Category, along with details of Budget, Remaining Budget, and % Budget Remaining for each Expense Category. Expense Category Budgets can be configured in the Project Settings page.
• Subtab- Bills: Shows breakdown of payable and not payable bills. 

Tab 4: Project Fixed Amounts

This tab gives you a detailed breakdown of Fixed Amounts recorded against the Project you’re running the report for.

Here’s what you will see in this tab:

• Fixed Amount Tasks: Total of all Fixed Amounts tracked recorded against the Project
• % of Completed Fixed Amount Tasks: This doughnut graph shows the percentage of Fixed Amounts on Completed tasks as compared to total Fixed Amounts
• Complete: Shows total of Fixed Amounts recorded against Tasks that are in a status which falls in the Complete category
• Outstanding: Shows total of Fixed Amounts recorded against Tasks that are in a status which falls either in the “Not Started” or “In Progress” category
• Subtab – Complete: Shows details of Completed tasks on which Fixed Amounts have been recorded. This subtab also shows Uninvoiced Amount, Invoiced %, Invoiced Amount and Total Amount for each task.
• Subtab – Outstanding: Shows details of Outstanding tasks on which Fixed Amounts have been recorded. This subtab also shows Uninvoiced Amount, Invoiced %, Invoiced Amount and Total Amount for each task.

Tab 5: Total Amount

This tab gives you a detailed breakdown of billable timesheets, expenses and fixed amounts for the Project along with their billable status. Invoices that are linked to the project are also shown here.

Here’s what you will see in this tab:

• Total Amount: Shows the sum of all billable amounts for the project.
• % of Invoiced Amount: This doughnut graph shows the percentage of invoiced amount as compared to total amount.
• Invoiced: Shows the sum of invoiced amounts for the project.
• Uninvoiced: Shows the sum of uninvoiced amounts for the project.
• Subtab – Invoices: Shows the details of each invoice that has at least one line item linked to the project
• Subtab – Timesheets: Shows billing-related details of each project member’s billable timesheets
• Subtab – Fixed Amounts: Shows billing-related details of each billable Fixed Amount recorded against the project
• Subtab – Expenses: Shows billing-related details of each project member’s billable expenses recorded against the project

Report Parameters

While this report runs by default for all time, you can choose from custom date ranges, along with other useful report parameters.

Customers: Select the customer you want to run the report for. Since this report runs for one project at a time, you can only select one customer in this parameter.

Projects: Select the project you want to run the report for. Since this report runs for one project at a time, you can only select one project in this parameter. You can only choose a project after a customer has been chosen.

Date Range: This parameter allows you to view the selected project’s progress within a certain date range. For example, if you select “Last Week” in this parameter, the report will only factor in:

• Timesheets that were created in the last week for the selected project
• Expenses that were created in the last week for the selected project
• Fixed Amount Tasks that were created in the last week for the selected project
• Invoices that were created in the last week for the selected project

The only area not impacted by the Date Range parameter is Budget, which stays the same for all date ranges.

The following predefined date range options are available in this parameter:

• This Week
• This Month
• Last Week
• Last Month
• Last 30 Days
• Last 60 Days
• Last 90 Days
• Year to Date
• Last Year
• All Time (selected by default)
• Custom Date Range (allows you to choose a custom date range in the next parameter)

Start & End Date: Enter a custom Start and End date range to run the report for.

Time Format: Choose whether the report output should show hours in hh:mm or hh.mm (decimal).

Rounding [checkbox]: 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.

Apply Expense Markup [checkbox]: Check this option to include markup amount when showing Expense Amount in the Invoicing tab of the report. This shows you what the Expense Amount will look like when added to an invoice.

Project Budget based on Linked Invoices [checkbox]: Check this option to use the total value of linked invoice line items as the project budget for running the report. This does not change the actual project budget in Project Settings.

Note: This parameter will only work if the Project Budget is set to “No Budget” or “Total Project Fees” in the Project Settings page for the selected Project.

Use Billable Rate to deduct Timesheets from budget [checkbox]: This option only applies to projects with a budget of Project Fees or No Budget. Check this option if you would like to calculate the tracked time amount based on Billable Rate. If not checked Cost Rate will be used to calculate the tracked time.

Timesheet Status: Filter timesheets to include in report output based on status. By default, the report only includes timesheets that are in Approved, Automatically Approved or Invoiced status.

Expense Approval Status: Filter expenses to include in report output based on status. By default, the report only includes expenses that are in Approved or Automatically Approved status.

Flatten Report Tabs [checkbox]: Ideal for printing this report, this checkbox will split the individual tabs into separate tables for easy exporting.

Do you need additional help with the Timesheet Summary Report? Please contact our support team via chat or email.