> Reports / Report Types / Project / Project Overview

Project Overview

This report provides a summary of key information relating to a set of projects.

Open the Reports view in the left-hand pane.
Click Project in the left-hand pane.
Click Project Overview in the left-hand pane.
The report setup window opens in the main desktop. Specify the report options you require.

You can restrict the report to active projects only by selecting the Active Projects Only checkbox.

And using the Client, Client Analysis Grouping and Project Analysis Grouping drop-downs, you can control which clients and projects are included in the report.
Click Submit to generate the report.

Contents of the Report

Column	Description
Client	The client name.
Project	The project name.
Date of First Timesheet Entry	The very first timesheet entry in this project (not necessarily in the report's span of time).
Last Invoice Date	The very last invoice date in this project (not necessarily in the report's span of time).
Total Time Spent to Date	Monetary value of the total time worked in this project since its beginning.
Total Time in Period Selected	Monetary value of the total time worked in this project in the report's From/To span of time.
Total Expenses	Value of the total expenses in the project.
Earnings Adjustment	Total value of the project's earnings adjustment to date.
Billed	Total amount billed in the project to date.
Written Off	Total amount written off in the project to date.
WIP	Current WIP balance.
Drs Bal	Current debtors balance.
WOFF YTD	Total write-off amount in the year to date.
Invoices YTD	Total amount invoiced in the year to date.
Credit Notes YTD	Total credit note amount in the year to date.
Manager Project Manager Project Type Status Supervisor Type	These columns specify the project analysis groups to which each project belongs.