Cumulative Job Graph

Group

Project

Description

Graph showing cumulative budgeted fees compared to actual project costs  and invoiced amounts or future billing schedule (from invoice rules)

Business Purpose

Ensure projects are running to plan and that revenues are greater than costs to ensure profitability

Ideal For

Project Manager

Filter Name

Selection

Criteria

Monthly Start date

Report start date

Month that the graph starts at

Baseline Date

Invoice baseline date

Invoice items that are dated before the baseline date are included and forecasts are used after the invoice baseline date

Field Name

Description

Criteria

Project name

Project name

Entered into the project summary

Department

Project department

Selected in the project summary

Start Date

Start date of the report

Specified in the report filter

Life

Number of months analysed in this report

Number of months between report start date and the project end date

Net Fee

Total invoice value of the project

Total value of all time charge and fixed fee invoice items that are dated before the baseline date and all forecast items that are dated after the baseline date

Budgeted Fees

Cumulative budget fee

Entered in the project fee allocation and based on task end date

Actual Costs

Cumulative total time, expense and purchase invoice costs

From timesheets, expenses and purchase invoices

Expense Invoicing

Cumulative total expense invoice item value

Sales expense invoice items dated prior to baseline date. Forecast expense income (requires invoice rule) after the baseline date.

Time and Fixed Fee Invoicing

Cumulative total time and fixed fee invoice item value

Sales time and fixed fee invoice items dated prior to baseline date. Forecast time and fixed fee income (requires invoice rule) after the baseline date.