Project Summary (Inquiry)

The Project Summary Inquiry allows you to review the status and performance of projects. This includes a comparison of the hours, cost, effort, variance, and revenue to the budget and an evaluation of the receivables information.

The inquiry uses the project's task hierarchy to display information with the option to drill down to the task summary. From the Task Summary level, you can also access the Organization Task Summary or Task Detail related items for a selected task.

Restrictions

The inquiry includes the following default restrictions:

Req'd	Restriction	Description
	From Posting Period	Enter or select a posting period. This is the first date in the date range to include open items.
	To Posting Period	Enter or select a posting period. This is the last date in the date range to include open items.
	Currency Type	Enter or select the type of currency to display on the inquiry. This field defaults to Project Currency, but available options include Base Currency, Company Currency, and Project Currency.
	Period Type	Select a period type. This field defaults to Range, but available options include To Date, Month To Date, and Year To Date. The To Date options only look at the To Posting Period date.
	Project Status	Select a status. This limits the inquiry results to projects with the selected status.

For a list of the optional restrictions, see Project Summary Inquiry Optional Restrictions.

Results

The inquiry results include the following two levels of information as shown below.

• Project Summary: The first level of the inquiry provides project task hierarchy information, which includes Project Name, Variance Level, Hours, Effort, Revenue, Variance, TD Budget Effort, Revenue % Complete, Net Labor Multiplier, Work In Progress, Billings, and Receivable Balance. The Work In Progress, Billings and Receivable Balance only pertain to the project and not the tasks. Project Summary Optional Columns.

  The following optional columns of information are available:

  Agency Code Agency Name All Cost All Effort All Hours Backlog Billings Excluding Tax Budget Cost Budget Effort Budget Method Collections Committed Cost Committed Effort Cost Cost At Completion (Effective) Cost Remaining Currency Code Effort at Completion (Effective) Effort Remaining Expected Committed Cost Expected Committed Effort Expense Backlog Expense Budget Cost Expense Budget Effort Expense Cost Expense Cost At Completion (Effective) Expense Cost Remaining Expense Effort Expense Effort at Completion (Effective) Expense Effort Remaining Expense Multiplier Expense Overhead Expense Profit Expense Profit % Expense Provision Expense Revenue Expense Revenue Adjustment Expense Variance Expense Variance at Completion Expense Write-off Cost Expense Write-off Effort Gross Profit Gross Profit % Hours Remaining Labor Backlog Labor Budget Cost Labor Budget Effort Labor Cost Labor Cost At Completion (Effective) Labor Cost Remaining Labor Effort Labor Effort at Completion (Effective) Labor Effort Remaining Labor Multiplier Labor Overhead Labor Profit Labor Profit % Labor Provision Labor Revenue Labor Revenue Adjustment Labor Variance Labor Variance at Completion Labor Write-off Cost Labor Write-off Effort Organization Map Level 2 - 6 Name Overhead Pending Cost Pending Effort Pending Expense Cost Pending Expense Effort Pending Hours Pending Labor Cost Pending Labor Effort Pending Quantity Profit % Profit (Loss) Project Administrator Code Project Administrator Name

  Project Business Unit Code Project Business Unit Name Project Client Code Project Client Name Project Client Parent Code Project Client Parent Name Project Client Type Code Project Client Type Name Project Code Project Company Code Project Company Name Project Contract Code Project Contract Name Project Director Code Project Director Name Project Fee Amount Project Finish Date Project Manager Code Project Manager Name Project Market Segment Code Project Market Segment Name Project Organization Code Project Organization Name Project Owner Code Project Owner Name Project Owner Parent Code Project Owner Parent Name Project Primary Location City Project Primary Location Country Code Project Primary Location Country Name Project Primary Location Name Project Primary Location State / Province Code Project Primary Location State / Province Name Project Primary Location Zip / Postal Code Project Service Line Code Project Service Line Name Project Start Date Project Status Project Work Type Code Project Work Type Name Provision Retainage Revenue Adjustment Revenue Basis Revenue Provisions Tax TD Budget Cost TD Budget Effort TD Budget Hours TD Cost TD Effort TD Expense Budget Cost TD Expense Budget Effort TD Expense Cost TD Expense Effort TD Expense Revenue TD Expense Variance TD Hours TD Labor Budget Cost TD Labor Budget Effort TD Labor Cost TD Labor Effort TD Labor Revenue TD Labor Variance TD Revenue TD Variance Unbilled Cost Unbilled Effort Unbilled Expense Cost Unbilled Expense Effort Unbilled Labor Cost Unbilled Labor Effort Unbilled Labor Hours Variance at Completion Write-off Cost Write-off Effort Write-off Hours

• Task Summary: The second level of the inquiry provides task summary information, which includes Task Name, Variance Level, Hours, Effort, Revenue, Variance, TD Budget Effort, Revenue % Complete, and Net Labor Multiplier for the Project Task Hierarchy item selected. With a task summary row selected, use the related items functionality to view the Organization Task Summary (Inquiry) or Task Detail (Inquiry) related item; for more information, see Related Items. Task Summary Optional Columns.

  The following optional columns of information are available:

  All Cost All Effort All Hours Backlog Budget Cost Budget Effort Committed Cost Committed Effort Cost Currency Code Effort at Completion (Effective) Effort Remaining Expected Committed Cost Expected Committed Effort Expense Backlog Labor Budget Cost Expense Budget Cost Expense Budget Effort Expense Cost Expense Effort Expense Effort at Completion (Effective) Expense Effort Remaining Expense Multiplier Expense Overhead Expense Profit Expense Profit % Expense Provision Expense Revenue Expense Revenue Adjustment Expense Variance Expense Variance at Completion Expense Write-off Cost Expense Write-off Effort Fee Type Code (from Task in Project setup) Fee Type Name (from Task in Project setup) Gross Profit Gross Profit % Hours Remaining Labor Backlog Labor Budget Effort Labor Cost Labor Effort Labor Effort at Completion (Effective) Labor Effort Remaining Labor Multiplier Labor Overhead Labor Profit Labor Profit % Labor Provision Labor Revenue Labor Revenue Adjustment Labor Variance Labor Variance at Completion Labor Write-off Cost Labor Write-off Effort Overhead Pending Cost Overhead Pending Cost

  Pending Effort Pending Expense Cost Pending Expense Effort Pending Hours Pending Labor Cost Pending Labor Effort Pending Quantity Profit % Profit (Loss) Provision Revenue Adjustment Task Business Unit Code Task Business Unit Name Task Code Task Company Code Task Company Name Task Finish Date Task Hierarchy Code Task Location Code Task Location Name Task Manager Code Task Manager Name Task Market Segment Code Task Market Segment Name Task Organization Code Task Organization Name Task Service Line Code Task Service Line Name Task Start Date Task Status Task Work Type Code Task Work Type Name TD Budget Hours TD Cost TD Effort TD Expense Budget Effort TD Expense Cost TD Expense Effort TD Expense Revenue TD Expense Variance TD Hours TD Labor Budget Effort TD Labor Cost TD Labor Effort TD Labor Revenue TD Labor Variance TD Revenue TD Variance Unbilled Cost Unbilled Effort Unbilled Expense Cost Unbilled Expense Effort Unbilled Labor Cost Unbilled Labor Effort Unbilled Labor Hours Variance at Completion Write-off Cost Write-off Effort Write-off Hours

  Note: The following columns have To Date values: Budget Effort, Expense Budget Effort, Labor Budget Effort, Unbilled Cost, Unbilled Effort, Unbilled Expense Cost, Unbilled Expense Effort, Unbilled Labor Cost, Unbilled Labor Effort and Unbilled Labor Hours.