Project Summary Results (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.
This topic presents an explanation of each column presented as output results from the Inquiry. Also, as presented in the Inquiry, the explanations are broken down by results level and by default / optional columns within.
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Note: Information about calculations used to create the results may be answered by reviewing the metrics presented in the Business Calculations topic. |
Project Summary Level
Default Columns
| Column | Description / Calculation |
|---|---|
| Project Name | Displays the Project Name as specified in Project Setup. |
| Variance Level | Displays the Variance Level as specified in Project Setup. |
| Hours | Displays the summation of all hours charged on the project. |
| Effort | Displays the summation of all effort recorded on the project. |
| Revenue | Displays the summation of all revenue recorded on the project. |
| Variance | Displays the calculation of variance at the project level: Revenue - Effort. |
| TD Budget Effort | Displays the summation of to-date budget effort from all of the budget levels recorded on the project. |
| Revenue % Complete | Displays the calculation of revenue percent complete at the project level: Revenue / Budget x 100. |
| Net Labor Multiplier | Displays the calculation of net labor multiplier at the project level: (Total Revenue - Expense Cost) / Labor Cost. |
| Work In Progress | Displays the calculation of work in progress at the project level: Revenue - Billings - Tax. |
| Billings | Displays the summation of all billings recorded on the project. |
| Receivable Balance | Displays the calculation of receivable balance at the project level: Billings - Collections. |
Optional Columns
| Column | Description / Calculation |
|---|---|
|
All Cost |
Displays the summation of all cost recorded on the project. Calculated as: Cost + Pending Cost. |
| All Effort | Displays the summation of all effort recorded on the project. Calculated as: Effort + Pending Effort. |
| All Hours | Displays the summation of all hours recorded on the project. Calculated as: Hours + Pending Hours. |
| Backlog | Displays the calculation of backlog at the project level. Calculated as: Total Budget - To Date Revenue. |
| Billings Excluding Tax | Displays the calculation of net billings at the project level: Billings - Tax |
| Budget Method | Displays the Budget Method as specified in Project Setup. |
|
Client Parent Code |
Displays the Code of the Parent Client related to the actual Client as specified in Project Setup. |
| Client Parent Name | Displays the Name of the Parent Client related to the actual Client as specified in Client Setup. |
| Collections | Displays the summation of all collections recorded on the project. |
| Committed Cost | Displays the summation of committed cost recorded on purchase orders assigned to the project. Calculated as: Purchase Order Cost - Vouchered Cost. |
| Committed Effort | Displays the summation of committed effort recorded on the project. Calculated as: Purchase Order Effort - Vouchered Effort. |
| Cost | Displays the summation of cost actually charged to the project. |
| Currency Code | Displays the Currency Code as specified in Project Setup. |
| Effort at Completion (Effective) | Displays the calculated Effort At Completion. See that entry in Business Calculations for details. |
| Effort Remaining | Displays the summation of Effort Remaining at the project level. Calculated as: Budget Effort - TD Effort |
| Expected Committed Cost | Displays the summation of remaining costs associated with any related outstanding purchase requisitions. This value is not tied to a period and will show the current values that exist for the requisitions when the inquiry runs. |
| Expected Committed Effort | Displays the summation of remaining effort associated with any related outstanding purchase requisitions. This value is not tied to a period and will show the current values that exist for the requisitions when the inquiry runs. |
| Expense Backlog |
Displays the calculation of expense backlog at the project level. Calculated as: Expense Budget - To-date Expense Revenue. |
| Expense Cost | Displays the summation of all expense costs charged on the project. |
| Expense Effort |
Displays the summation of all expense effort recorded on the project. |
| Expense Effort at Completion (Effective) | Displays the calculated expense portion of effort at completion. |
| Expense Multiplier | Displays the calculated Expense Multiplier. See that entry in Business Calculations for details. |
| Expense Overhead | Displays the summation of all expense overhead costs recorded on the project. |
| Expense Profit | Displays the calculation of expense profit at the project level. |
| Expense Profit % | Displays the calculated Expense Profit %. See that entry in Business Calculations for details. |
| Expense Provision | Displays the calculated Expense Provision for the project. See the Provision entry in Business Calculations for details. |
| Expense Revenue |
Displays the summation of all expense revenue recorded on the project. |
| Expense Revenue Adjustment | Displays the summation of all expense revenue adjustments recorded on the project. |
| Expense Variance | Displays the calculation of expense variance at the project level: Revenue - Effort (expense values only). |
| Expense Variance at Completion | Displays the calculated variance of the expense portion of effort at completion. |
| Expense Write-off Cost | Displays the summation of all expense write-off costs recorded on the project. |
| Expense Write-off Effort | Displays the summation of all expense write-off effort recorded on the project. |
| Gross Profit | Displays the calculation of gross profit at the project level. |
| Gross Profit % | Displays the calculated Gross Profit %. See that entry in Business Calculations for details. |
| Labor Backlog | Displays the calculation of expense backlog at the project level. Calculated as: Labor Budget - To-date Labor Revenue. |
| Labor Cost | Displays the summation of all labor costs charged on the project. |
| Labor Effort |
Displays the summation of all labor effort recorded on the project. |
| Labor Effort at Completion (Effective) | Displays the calculated labor portion of effort at completion. |
| Labor Multiplier | Displays the calculated Labor Multiplier. See that entry in Business Calculations for details. |
| Labor Overhead | Displays the summation of all labor overhead costs recorded on the project. |
| Labor Profit | Displays the calculation of labor profit at the project level. |
| Labor Profit % | Displays the calculated Labor Profit %. See that entry in Business Calculations for details. |
| Labor Provision | Displays the calculated Labor Provision for the project. See the Provision entry in Business Calculations for details. |
| Labor Revenue |
Displays the summation of all labor revenue recorded on the project. |
| Labor Revenue Adjustment | Displays the summation of all labor revenue adjustments recorded on the project. |
| Labor Variance | Displays the calculation of labor variance at the project level: Revenue - Effort (labor values only). |
| Labor Variance at Completion | Displays the calculated variance of the labor portion of effort at completion. |
| Labor Write-off Cost | Displays the summation of all labor write-off costs recorded on the project. |
| Labor Write-off Effort | Displays the summation of all labor write-off effort recorded on the project. |
| Organization Map Level 2 - 6 Name |
Displays the name of the Map Level to which the Organization assigned to the Project is specified. |
| Overhead | Displays the summation of all overhead costs recorded on the project. |
| Pending Cost | Displays the summation of Cost value calculated for Pending Hours assigned to the project. |
| Pending Effort |
Displays the summation of Effort value calculated for Pending Hours assigned to the project. |
| Pending Expense Cost | Displays the summation of the expense portion of Pending Cost for the project. |
| Pending Expense Effort | Displays the summation of the expense portion of Pending Effort for the project. |
| Pending Hours |
Displays the summation of Scheduled hours left on resource plan for the project. |
| Pending Labor Cost | Displays the summation of the labor portion of Pending Cost. |
| Pending Labor Effort | Displays the summation of the labor portion of Pending Effort. |
| Pending Quantity | Displays the summation of pending quantity recorded on the project. |
| Profit % | Displays the calculation of profit percent at the project level: (Revenue - Total Cost - Overhead) / ABS(Revenue) x 100. |
| Profit (Loss) | Displays the calculation of profit at the project level: Revenue - Total Cost - Overhead |
| Project Administrator Code | Displays the code of the Project Administrator as specified in Project Setup. |
| Project Administrator Name | Displays the name of the Project Administrator as specified in Employee Setup. |
| Project Business Unit Code | Displays the code of the Project Business Unit as specified in Project Setup. |
| Project Business Unit Name | Displays the name of the Project Business Unit as specified in Business Unit Setup. |
| Project Client Code | Displays the code of the Project Client as specified in Project Setup. |
| Project Client Name | Displays the name of the Project Client as specified in Client Setup. |
| Project Code | Displays the code of the Project as specified in Project Setup. |
| Project Company Code | Displays the code of the Project Company as specified in Project Setup. |
| Project Company Name | Displays the name of the Project Company as specified in Company Setup. |
| Project Contract Code | Displays the code of the Project Contract as specified in Project Setup. |
| Project Contract Name | Displays the name of the Project Contract as specified in Contract Setup. |
| Project Director Code | Displays the code of the Project Director as specified in Project Setup. |
| Project Director Name | Displays the name of the Project Director as specified in Employee Setup. |
| Project Manager Code | Displays the code of the Project Manager as specified in Project Setup. |
| Project Manager Name | Displays the name of the Project Manager as specified in Employee Setup. |
| Project Market Segment Code | Displays the code of the Project Market Segment as specified in Project Setup. |
| Project Market Segment Name | Displays the name of the Project Market Segment as specified in Market Segment Setup. |
| Project Organization Code | Displays the code of the Project Organization as specified in Project Setup. |
| Project Organization Name | Displays the name of the Project Organization as specified in Organization Setup. |
| Project Primary Location City |
Displays the name of the Project Primary Location City as specified in Project Setup. |
| Project Primary Location Country Code | Displays the code of the Project Primary Location Country as specified in Project Setup. |
| Project Primary Location Country Name | Displays the name of the Project Primary Location Country as specified in Country Setup. |
| Project Primary Location Name | Displays the name of the Project Primary Location as specified in Location Setup. |
| Project Primary Location State / Province Code | Displays the code of the Project Primary Location State / Province as specified in Project Setup. |
| Project Primary Location State / Province Name | Displays the name of the Project Primary Location State / Province as specified in State / Province Setup. |
| Project Primary Location Zip / Postal Code | Displays the code of the Project Primary Location Zip / Postal as specified in Project Setup. |
| Project Service Line Code | Displays the code of the Project Service Line as specified in Project Setup. |
| Project Service Line Name | Displays the name of the Project Service Line as specified in Service Line Setup. |
| Project Work Type Code | Displays the code of the Project Work Type as specified in Project Setup. |
| Project Work Type Name | Displays the name of the Project Work Type as specified in Work Type Setup. |
| Provision | Displays the calculated total Provision for the project. See the Provision entry in Business Calculations for details. |
| Retainage | Displays the summation of all retained (hold-back) values calculated on billings on the project. |
| Revenue Adjustment | Displays the summation of all revenue adjustments recorded on the project. |
| Revenue Provision | Displays the calculated Revenue Provision. See the Provision entry in Business Calculations for details. |
| Tax | Displays the summation of all tax values calculated on billings on the project. |
|
TD Expense Budget Effort |
Displays the to-date expense budget effort applied to the project. |
| TD Expense Revenue | Displays the to-date expense revenue calculated for the project. |
| TD Labor Budget Effort | Displays the to-date labor budget effort applied to the project. |
|
TD Labor Revenue |
Displays the to-date labor revenue calculated for the project. |
|
TD Revenue |
Displays the to-date total revenue calculated for the project. |
| Unbilled Cost | Displays the summation of all costs charged on the project that remain unbilled. |
| Unbilled Effort | Displays the summation of all effort recorded on the project that remains unbilled. |
| Unbilled Expense Cost | Displays the summation of expense costs charged on the project that remain unbilled. |
| Unbilled Expense Effort | Displays the summation of expense effort recorded on the project that remains unbilled. |
| Unbilled Labor Cost | Displays the summation of labor costs charged on the project that remain unbilled. |
| Unbilled Labor Effort | Displays the summation of labor effort recorded on the project that remains unbilled. |
| Unbilled Labor Hours |
Displays the summation of labor hours charged on the project that remain unbilled. |
| Variance at Completion | Displays the calculated total variance at completion. |
| Write-off Cost | Displays the summation of all costs charged on the project that have been written off. |
| Write-off Effort | Displays the summation of all effort recorded on the project that has been written off. |
| Write-off Hours | Displays the summation of all hours charged on the project that have been written off. |
Task Summary Level
Default Columns
| Column | Description / Calculation |
|---|---|
| Task Name | Displays the Task Name as specified in Project Setup. |
| Variance Level | Displays the Variance Level as specified in Project Setup. |
| Hours | Displays the summation of all hours charged to the task. |
| Effort | Displays the summation of all effort recorded on the task. |
| Revenue | Displays the summation of all revenue recorded on the task. |
| Variance | Displays the calculation of variance at the task level: .Revenue - Effort |
| TD Budget Effort | Displays the summation of to-date budget effort from all of the budget levels recorded on the task. |
| Revenue % Complete | Displays the calculation of revenue percent complete at the task level: Revenue / Budget x 100. |
| Net Labor Multiplier | Displays the calculation of net labor multiplier at the task level: (Total Revenue - Expense Cost) / Labor Cost. |
Optional Columns
| Column | Description / Calculation |
|---|---|
|
All Cost |
Displays the summation of all cost recorded on the task. Calculated as: Cost + Pending Cost. |
| All Effort | Displays the summation of all effort recorded on the task. Calculated as: Effort + Pending Effort. |
| All Hours | Displays the summation of all hours recorded on the task. Calculated as: Hours + Pending Hours. |
| Backlog | Displays the calculation of backlog at the task level. Calculated as: Total Budget - To Date Revenue. |
| Committed Cost | Displays the summation of committed cost recorded on purchase orders assigned to the task. Calculated as: Purchase Order Cost - Vouchered Cost. |
| Committed Effort | Displays the summation of committed effort recorded on the task. Calculated as: Purchase Order Effort - Vouchered Effort. |
| Cost | Displays the summation of cost actually charged to the task. |
| Currency Code | Displays the Currency Code as specified in Project Setup. |
| Effort at Completion (Effective) | Displays the calculated Effort At Completion for the task. |
| Expected Committed Cost | Displays the summation of remaining costs associated with any related outstanding purchase requisitions. This value is not tied to a period and will show the current values that exist for the requisitions when the inquiry runs. |
| Expected Committed Effort | Displays the summation of remaining effort associated with any related outstanding purchase requisitions. This value is not tied to a period and will show the current values that exist for the requisitions when the inquiry runs. |
| Expense Backlog |
Displays the calculation of expense backlog at the task level. Calculated as: Expense Budget - To-date Expense Revenue. |
| Expense Cost | Displays the summation of all expense costs charged on the task. |
| Expense Effort |
Displays the summation of all expense effort recorded on the task. |
| Expense Effort at Completion (Effective) | Displays the calculated expense portion of effort at completion on the task. |
| Expense Effort Remaining | Displays the summation of expense Effort Remaining at the task level. Calculated as: Budget Effort - TD Effort |
| Expense Multiplier | Displays the calculated Expense Multiplier. See that entry in Business Calculations for details. |
| Expense Overhead | Displays the summation of all expense overhead costs recorded on the task. |
| Expense Profit | Displays the calculation of expense profit at the task level. |
| Expense Profit % | Displays the calculated Expense Profit %. See that entry in Business Calculations for details. |
| Expense Provision | Displays the calculated Expense Provision for the task. See the Provision entry in Business Calculations for details. |
| Expense Revenue |
Displays the summation of all expense revenue recorded on the task. |
| Expense Revenue Adjustment | Displays the summation of all expense revenue adjustments recorded on the task. |
| Expense Variance | Displays the calculation of expense variance at the task level: Revenue - Effort (expense values only). |
| Expense Variance at Completion | Displays the calculated variance of the expense portion of effort at completion at the task level. |
| Expense Write-off Cost | Displays the summation of all expense write-off costs recorded on the task. |
| Expense Write-off Effort | Displays the summation of all expense write-off effort recorded on the task. |
| Gross Profit | Displays the calculation of gross profit at the task level. |
| Gross Profit % | Displays the calculated Gross Profit %. See that entry in Business Calculations for details. |
| Fee Type Code |
Displays the code of the Fee Type as specified on the Task in Project Setup. |
| Fee Type Name |
Displays the name of the Fee Type as specified on the Task in Fee Type Setup. |
| Labor Backlog | Displays the summation of labor Effort Remaining at the task level. Calculated as: Budget Effort - TD Effort |
| Labor Cost | Displays the summation of all labor costs charged on the task. |
| Labor Effort |
Displays the summation of all labor effort recorded on the task. |
| Labor Effort at Completion (Effective) | Displays the calculated labor portion of effort at completion on the task. |
| Labor Multiplier | Displays the calculated Labor Multiplier. See that entry in Business Calculations for details. |
| Labor Overhead | Displays the summation of all labor overhead costs recorded on the task. |
| Labor Profit | Displays the calculation of labor profit at the task level. |
| Labor Profit % | Displays the calculated Labor Profit %. See that entry in Business Calculations for details. |
| Labor Provision | Displays the calculated Labor Provision for the task. See the Provision entry in Business Calculations for details. |
| Labor Revenue |
Displays the summation of all labor revenue recorded on the task. |
| Labor Revenue Adjustment | Displays the summation of all labor revenue adjustments recorded on the task. |
| Labor Variance | Displays the calculation of labor variance at the task level: Revenue - Effort (labor values only). |
| Labor Variance at Completion | Displays the calculated variance of the labor portion of effort at completion at the task level. |
| Labor Write-off Cost | Displays the summation of all labor write-off costs recorded on the task. |
| Labor Write-off Effort | Displays the summation of all labor write-off effort recorded on the task. |
| Overhead | Displays the summation of all overhead costs recorded on the task. |
| Pending Cost | Displays the summation of Cost value calculated for Pending Hours assigned to the task. |
| Pending Effort |
Displays the summation of Effort value calculated for Pending Hours assigned to the task. |
| Pending Expense Cost | Displays the summation of the expense portion of Pending Cost for the task. |
| Pending Expense Effort | Displays the summation of the expense portion of Pending Effort for the task. |
| Pending Hours |
Displays the summation of Scheduled hours left on resource plan for the task. |
| Pending Labor Cost | Displays the summation of the labor portion of task Pending Cost. |
| Pending Labor Effort | Displays the summation of the labor portion of task Pending Effort. |
| Profit % | Displays the calculation of profit percent at the task level: (Revenue - Total Cost - Overhead) / ABS(Revenue) x 100. |
| Profit (Loss) | Displays the calculation of profit at the task level: Revenue - Total Cost - Overhead |
| Revenue Adjustment | Displays the summation of all revenue adjustments recorded on the task. |
| Task Business Unit Code | Displays the code of the Task Business Unit as specified in Project Setup. |
| Task Business Unit Name | Displays the name of the Task Business Unit as specified in Business Unit Setup. |
| Task Code | Displays the code of the Task as specified in Project Setup. |
| Task Company Code | Displays the code of the Task Company as specified in Project Setup. |
| Task Company Name | Displays the name of the Task Company as specified in Company Setup. |
| Task Hierarchy Code | Displays the code which is the concatenation of the current task code with all of the up-level task codes in the project hierarchy. |
| Task Location Code | Displays the code of the Task Location as specified in Project Setup. |
| Task Location Name | Displays the name of the Location as specified in Location Setup. |
| Task Manager Code | Displays the code of the Task Manager as specified in Project Setup. |
| Task Manager Name | Displays the name of the Task Manager as specified in Employee Setup. |
| Task Market Segment Code | Displays the code of the Task Market Segment as specified in Project Setup. |
| Task Market Segment Name | Displays the name of the Task Market Segment as specified in Market Segment Setup. |
| Task Organization Code | Displays the code of the Task Organization as specified in Project Setup. |
| Task Organization Name | Displays the name of the Task Organization as specified in Organization Setup. |
| Task Service Line Code | Displays the code of the Task Service Line as specified in Project Setup. |
| Task Service Line Name | Displays the name of the Task Service Line as specified in Service Line Setup. |
| Task Work Type Code | Displays the code of the Task Work Type as specified in Project Setup. |
| Task Work Type Name | Displays the name of the Task Work Type as specified in Work Type Setup. |
|
TD Expense Budget Effort |
Displays the to-date expense budget effort applied to the task. |
| TD Expense Revenue | Displays the to-date expense revenue calculated for the task. |
| TD Labor Budget Effort | Displays the to-date labor budget effort applied to the task. |
|
TD Labor Revenue |
Displays the to-date labor revenue calculated for the task. |
|
TD Revenue |
Displays the to-date total revenue calculated for the task. |
| Unbilled Cost | Displays the summation of all costs charged on the task that remain unbilled. |
| Unbilled Effort | Displays the summation of all effort recorded on the task that remains unbilled. |
| Unbilled Expense Cost | Displays the summation of expense costs charged on the task that remain unbilled. |
| Unbilled Expense Effort | Displays the summation of expense effort recorded on the task that remains unbilled. |
| Unbilled Labor Cost | Displays the summation of labor costs charged on the task that remain unbilled. |
| Unbilled Labor Effort | Displays the summation of labor effort recorded on the task that remains unbilled. |
| Unbilled Labor Hours |
Displays the summation of labor hours charged on the task that remain unbilled. |
| Variance at Completion | Displays the calculated total variance at completion at the task level. |
| Write-off Cost | Displays the summation of all costs charged on the task that have been written off. |
| Write-off Effort | Displays the summation of all effort recorded on the task that has been written off. |
| Write-off Hours | Displays the summation of all hours charged on the task that have been written off. |