Project Manager

Group

Project

Description

Compare resource actual costs to date + forecast costs to go against total resource budgeted costs

Business Purpose

Ensure projects are running to budget and making the required profit

Ideal For

Project Manager, Financial Administrator

Filter Name

Selection

Criteria

Cut Off Date

The date used to determine the cut-off between forecasts and actuals to date and forecasts after the cut off date.

Include Extra Time

Yes or No

Determines whether extra time is included in the report

Approval Status

Approval status of time and expenses

Approval status of project task timesheets, expenses and purchase invoices

Save Figures

Yes or No

Set to Yes and 'View Report' to save Variance from Budget figure

Task Status

All configured task statuses available for selection

As configured in Admin > Project Settings > Task Statuses – tasks will be flagged as Pending, In Progress, Dormant or Complete

Field Name

Description

Criteria

Project Name

Project name > Drill through to task breakdown

Entered in the project summary

Budget

Budget cost value of project

Entered in the Project > Fee Allocation screen

Forecast to Cut Off

Cost of time resourced to cut off date

Actual to Cut Off

Cost of time logged to cut off date

As per approval status filter

Forecast from Cut Off

Cost of time resourced from cut off date

Total Act + Forecast

Sum of Actual to Cut Off + Forecast from Cut Off

Variance from Budget

Sum of Budget - Total Act + Forecast

Variance from previous

Previous save Total Act + Forecast - current Total Act + Forecast

Date of Last Review

Date of previous save

Previous Cut Off Date

Date of previous cut off date from Last Review