Project Task Summary MTD

Additional Information

The Project Task Summary visualizer allows you to view a project's financials in a hierarchical task structure view. The project is selected from the Project Scorecard at the top of the tab.

By default, all project tasks display on the list unless the project is closed or the project has no activity. This view provides financials for month to date.

List Data

The Project Task Summary list include the following two levels of information:

Project Task

The first level of the list displays financial information grouped by tasks, which includes the following columns of information:

  • Project / Task
  • Manager
  • Hours
  • Budget
  • Effort
  • Revenue
  • Variance
  • Revenue % Complete

In addition, the list offers Closedoptional columns.

Project Task Optional Columns

  • All Effort
  • All Hours
  • Currency Code
  • Effort Performance Index
  • Finish Date
  • Manager Code
  • Pending Effort
  • Pending Hours
  • Provision
  • Schedule Performance Index
  • Schedule Variance
  • Start Date
  • Task Code
  • Task Name
  • Task Outliner
  • Task Outliner String
  • Unbilled Effort
  • Unbilled Hours
  • Work Type Code
  • Work Type Name

By Organization

The second level of the list displays financial information for a task grouped based on organizations, which includes the following columns of information:

  • Organization Name
  • Manager
  • Hours
  • Budget
  • Effort
  • Revenue
  • Variance
  • Revenue % Complete

In addition, the list offers Closedoptional columns.

By Organization Optional Columns

  • All Effort
  • All Hours
  • Company Code
  • Company Name
  • Organization Code
  • Organization Manager Code
  • Pending Effort
  • Pending Hours
  • Provision
  • Unbilled Effort
  • Unbilled Hours