Group |
Project |
Description |
Total costs, revenues and derived profits to date for each project |
Business Purpose |
Identify which projects are most (or least) profitable |
Ideal For |
Project Director Project Manager |
Standard project filters
Other filters as below
Filter Name |
Selection |
Criteria |
Start date |
Exclude invoices and costs dated before this date |
Date of the sales invoice and/or the cost item entered in the timesheet/expensesheet |
End date |
Exclude invoices and costs dated after this date |
Date of the sales invoice and/or the cost item entered in the timesheet/expensesheet |
Field Name |
Description |
Criteria |
Project code |
Project code |
Entered into the project summary |
Project name |
Project name |
Entered into the project summary |
Account |
Client Account name |
Selected in the project summary |
Sector |
Industry Sector |
Set in Client details page for the project client |
Project Type |
Project Type |
Selected in the project summary |
Department |
Project department |
Selected in the project summary |
Total Invoices Issued |
Total of all invoices issued for the project |
Includes all sent, paid and part-paid invoices |
Total Cost to Date |
Total Approved Costs |
Includes all approved Timesheet and Expense costs |
Profit to Date |
Total current profit of the project |
Total invoiced issued – Total cost to date |
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