Open topic with navigation

Project Progress Report

This report provides information such as variations, available fees, total invoiced, debtors and billable values. It can be sorted by project code.

1. To open the report setup screen, open the Reports view in the left-hand pane.
2. Click Project in the left-hand pane.
3. Click Task By Department in the left-hand pane.
4. The report setup window opens in the main desktop. Specify the relevant report options.
5. Click Submit to generate the report.

Notes

Show Phase Active Status is included in the report if sub-projects are enabled. It shows a Y or an N beside the phase name.

The billable amount will only be shown if the relevant phase is marked as 100% complete. The allocated amount of the phase is deemed to be the billable value of that phase.

Revised Project Surplus / Deficit column =Allocated Fee - Projected Final Charge

where

Projected Final Charge = Time and Expense x Fraction Complete

(For example, if project time and expense is half complete, Fraction Complete = 0.5)

See also

Project Reports

Go to top