Page tree
Skip to end of metadata
Go to start of metadata

The Projects topic finds projects and reports key data about them. You can bring in metadata like Project Manager, Location, and Contract Terms. Bring in color-coded budget performance fields to quickly identify project health. In addition, you can specify key performance indicators (KPIs) and flag them when user-defined thresholds are exceeded.

At this time the Projects topic provides read-only data. If you wish to edit a project, please see Project Browser.

Your project dashboard can be reached by going to https://app.projectorpsa.com/planning/projects or by clicking Topics | Projects or visiting https://app.projectorpsa.com/x/ProjectSearch


Permissions and Settings

You can access this topic if you can view at least one project. You can view a project if:

To display data driven by RDC, you need the global permission Resource Direct Cost Data. For instance profitability, margin, and RDC budgets.

Budget data comes from the Project Budget Tab.

Budget alert color coding is driven by the Budget Alerts Editor.

Default Searches

The following searches come from Projector.


SearchDescription
Default

All open projects

  • Project name
  • Project code
  • Client
  • Engagement type
  • Cost center
  • Project manager
  • Project stage
  • Billable?
Budget Performance-Billable Projects (Time & Cost)

All billable projects

  • Client
  • Project code
  • Project name
  • Project manager
  • Project stage
  • Time contract terms
  • Time budget amount
  • % variance to time budget
  • Time budget alert level
  • Time budget metric
  • Cost budget amount
  • Cost budget remaining
  • $ cost remaining
  • Cost budget alert level ATD
  • Cost budget alert level EAC
  • Project profit
  • System rate
  • Unbilled time cards
  • % of contract recognized
Budget Performance-Billable Projects (Time)

All billable projects

Same as above, but excludes cost budget columns and includes project margin

My Active Projects Dashboard

Projects you are on the PM team and are in delivery


Project Dashboard

Same as the default search, but adds these columns

  • Time budget alert
  • Project profit
  • Project margin
  • System rate
  • Unbilled time cards
  • % of contract recognized





Flex Search

You can search on the following fields.

FieldCategoryDescription
ClientClient
Client UDFsClient
Contract Line ItemContract Line Item
Cost Contract TermsContract Line Item
Time Contract TermsContract Line Item

Engagement

Engagement
Engagement CodeEngagement
Engagement Cost CenterEngagement
Engagement CompanyEngagement
Engagement CurrencyEngagement
Engagement ManagerEngagement
Engagement StageEngagement
Engagement TypeEngagement
Engagement Type Billable (Yes/No)Engagement
Engagement Type Productive (Yes/No)Engagement
Billing CycleEngagement
Engagement UDFsEngagement
ProjectProject
Project CodeProject
Project NameProject
Project DescriptionProject
Project Open DateProject
Project End DateProject
Project LocationProject
Project ManagerProject
Project Management Team Includes Me (Yes/No)Project
Project StageProject
Percent LikelihoodProject

Detailed Task Management Enabled (Yes/No)

Project
Project Workspace Enabled (Yes/No)Project
Project UDFsProject


Smart Grid

The smart grid is displayed in the lower half of the screen and shows your search results. 


Budget Alerts

Some cells are dynamically color-coded based on project budget consumption. The colors are defined in the Budget Alerts Editor. The budget definition is defined on the Project Budget Tab. The Time/Cost Budget tables below have a column that indicate whether a column is tied to budget color-coding, but a quick rule is that any field with the word Alert in it should be color-coded.


KPIs

Key Performance Indicators (KPIs) - If a field is marked as a KPI then you can set up a flag to turn the field red. For example, if project margin is below 75% then flag the cell red.

  1. Edit your results grid to include a KPI field. 
  2. Click the white/blue arrow icon (  )  and an editor window will appear. Fill out the form.
     
  3. Values that fulfill the criteria are colored red
     


Result Columns

Reporting Currency - you'll notice that some fields are duplicated, except that one field has "Reporting Currency" in parentheses after it. These fields will display a currency based on your search settings. For example, you might see Billing Adjusted Revenue (GBP). These fields are FX'd based on the settings in your Currencies and FX Rates Editor. If you want to see values in the engagement's natural currency, choose the version that does not include a currency after it. If you want to change the displayed currency, go to Options | Customize results grids | Reporting Currency.

User-Defined Fields - If your installation has user defined fields (UDFs), then you'll see these as options in your grid too. Each UDF will be preceded by its type. For example, the project UDF "Priority" would be listed as "Project Priority". 

Resource Direct Cost - If a field displays Resource Direct Cost (RDC) data, or the field is calculated using RDC data, then only certain users are allowed to add the column to their grid. See the Permissions and Settings section on this page to learn more.


Billing

These fields have to do with whether the time cards, cost cards, or milestones are on an issued invoice.

FieldKPIDescription
% Unbilled Billing Adj RevenueYesPercentage of actual time that has not yet been billed
Billed Billing Adj RevenueYesActual time that has been billed. For T&M/NTE contracts this will be the amount on issued invoices. For FP contracts it will be zero.
Billed Billing Adj Revenue (Reporting Currency)YesSame as above, but FX'd to your specified currency (see grid options)
Billed Client AmountYesTotal client amount on invoiced cost cards
Billed Client Amount (Reporting Currency)YesSame as above, but FX'd to your specified currency (see grid options)
Billed Milestone AmountYesTotal milestone amount on invoiced milestones
Billed Milestone Amount (Reporting Currency)YesSame as above, but FX'd to your specified currency (see grid options)
Foregone Milestone CountYesThe number of foregone milestones
Late Milestone CountYesThe number of late milestones
Total Milestone Count
Thte total number of milestones
Unbilled Billing Adj RevenueYesTotal amount of time cards that are not yet on an issued invoice
Unbilled Billing Adj Revenue (Reporting Currency)YesSame as above, but FX'd to your specified currency (see grid options)
Unbilled Client AmountYesTotal amount of cost cards that are not yet on an issued invoice
Unbilled Client Amount (Reporting Currency)YesSame as above, but FX'd to your specified currency (see grid options)



Client

See the Client Editor to view/edit these values.

FieldKPIDescription
Primary Client Name
Client Editor
Primary Client Number
Client Editor
Client UDFs
User Defined Fields Editor


Contract Line Item

All of these settings are managed on the Engagement Contract Tab.

FieldKPIDescription
Contract Line Item Code
Engagement Contract Tab
Contract Line Item Name
Engagement Contract Tab
Cost Contract AmountYesEngagement Contract Tab 
Cost Contract Amount (Reporting Currency)YesSame as above, but FX'd to your specified currency (see grid options)
Cost Contract Terms
Engagement Contract Tab 
Holdback AmountYesEngagement Contract Tab 
Holdback Amount (Reporting Currency)YesEngagement Contract Tab 
Holdback PercentageYesEngagement Contract Tab 
Time Contract AmountYesEngagement Contract Tab 
Time Contract Amount (Reporting Currency)YesSame as above, but FX'd to your specified currency (see grid options)
Time Contract Amount less HoldbackYesEngagement Contract Tab 
Time Contract Amount less Holdback (Reporting Currency)YesSame as above, but FX'd to your specified currency (see grid options)
Time Contract Terms
Engagement Contract Tab 



Engagement

These settings are managed on the Engagement Info Tab.

FieldKPIDescription
Billing Cycle Name
Engagement Billing Tab
Engagement Code
Engagement Info Tab
Engagement Company Name
Engagement Info Tab 
Engagement Company Number
Engagement Info Tab 
Engagement Currency Code
Engagement Info Tab 
Engagement Manager Display Name
Engagement Info Tab 
Engagement Manager Email Address

Engagement Manager Employee ID

Engagement Manager First Name

Engagement Manager Last Name

Engagement Name
Engagement Info Tab 
Engagement Primary Cost Center Name
Engagement Info Tab 
Engagement Primary Cost Center Number
Engagement Info Tab 
Engagement Stage Name
Engagement Info Tab 
Engagement Stage Short Name

Engagement Type Billable (Yes/No)

Engagement Type Name
Engagement Info Tab 
Engagement Type Productive (Yes/No)

Engagement Type Short Name

Engagement UDFs
Engagement Info Tab 


Issues

Used when you have Project Workspaces enabled.

FieldKPIDescription
% Late IssuesYesWorkspace Issues
% Open High Priority IssuesYesWorkspace Issues 
% Open IssuesYesWorkspace Issues 


Percent Complete

 Your percent complete is based on approved hours worked up to your Use Actuals Through Date, the remaining booked hours after that date, and your percent complete calculation method.

FieldKPIDescription
% CompleteYes



Performance to Cost Budget

Cost budgets are viewed on the Project Budget Tab. See Create a Cost Baseline to learn how to make a budget. See Engagement Type - Budgets Tab to learn how to set up default budgets.

FieldBudget AlertKPIDescription
% of Budgeted Base Amt Remaining


% of Budgeted Client Amt Remaining


% of Budgeted Expense Amt Remaining


% of Budgeted Primary Cost Metric Remaining


% Variance to Budgeted Base Amt at Comp


% Variance to Budgeted Client Amt at Comp


% Variance to Budgeted Expense Amt at Comp


% Variance to Budgeted Primary Cost Metric at Comp


Actual Base Amt to Date


Actual Base Amt to Date (Reporting Currency)


Actual Client Amt to Date


Actual Client Amt to Date (Reporting Currency)


Actual Expense Amt to Date


Actual Expense Amt to Date (Reporting Currency)


Actual Primary Cost Metric to Date


Actual Primary Cost Metric to Date (Reporting Currency)


Base Amt at Comp


Base Amt at Comp (Reporting Currency)


Base Amt Budget Alert Level at CompYes

Base Amt Budget Alert Level to DateYes

Budgeted Base Amt at Comp


Budgeted Base Amt at Comp (Reporting Currency)


Budgeted Base Amt Remaining


Budgeted Base Amt Remaining (Reporting Currency)


Budgeted Client Amt at Comp


Budgeted Client Amt at Comp (Reporting Currency)


Budgeted Client Amt Remaining


Budgeted Client Amt Remaining (Reporting Currency)


Budgeted Expense Amt at Comp


Budgeted Expense Amt at Comp (Reporting Currency)


Budgeted Expense Amt Remaining


Budgeted Expense Amt Remaining (Reporting Currency)


Budgeted Primary Cost Metric at Comp


Budgeted Primary Cost Metric at Comp (Reporting Currency)


Budgeted Primary Cost Metric Remaining


Budgeted Primary Cost Metric Remaining (Reporting Currency)


Client Amt at Comp


Client Amt at Comp (Reporting Currency)


Client Amt Budget Alert Level at CompYes

Client Amt Budget Alert Level to DateYes

Expense Amt at Comp


Expense Amt at Comp (Reporting Currency)


Expense Amt Budget Alert Level at CompYes

Expense Amt Budget Alert Level to DateYes

Primary Cost Budget Metric


Primary Cost Budget Unit of Measure


Primary Cost Metric at Comp


Primary Cost Metric at Comp (Reporting Currency)


Primary Cost Metric Budget Alert Level at CompYes

Primary Cost Metric Budget Alert Level to DateYes

Variance to Budgeted Base Amt at Comp


Variance to Budgeted Base Amt at Comp (Reporting Currency)


Variance to Budgeted Client Amt at Comp


Variance to Budgeted Client Amt at Comp (Reporting Currency)


Variance to Budgeted Expense Amt at Comp


Variance to Budgeted Expense Amt at Comp (Reporting Currency)


Variance to Budgeted Primary Cost Metric at Comp


Variance to Budgeted Primary Cost Metric at Comp (Reporting Currency)




Performance to Time Budget
FieldBudget AlertKPIDescription
% of Budgeted Billing Adj Revenue Remaining


% of Budgeted Chargeable Hours Remaining


% of Budgeted Contract Revenue Remaining


% of Budgeted Hours Remaining


% of Budgeted Primary Time Metric Remaining


% of Budgeted RDC Remaining

 You cannot add this column to the smart grid unless you have the global permission Resource Direct Cost (RDC) Data.
% Variance to Budgeted Billing Adj Revenue at Comp


% Variance to Budgeted Chargeable Hours at Comp


% Variance to Budgeted Contract Revenue at Comp


% Variance to Budgeted Hours at Comp


% Variance to Budgeted Primary Time Metric at Comp


% Variance to Budgeted RDC at Comp

 You cannot add this column to the smart grid unless you have the global permission Resource Direct Cost (RDC) Data.
Actual Billing Adj Revenue to Date


Actual Billing Adj Revenue to Date (Reporting Currency)


Actual Chargeable Hours to Date


Actual Contract Revenue to Date


Actual Contract Revenue to Date (Reporting Currency)


Actual Hours to Date


Actual Primary Time Metric to Date


Actual Primary Time Metric to Date (Reporting Currency)


Actual RDC to Date

 You cannot add this column to the smart grid unless you have the global permission Resource Direct Cost (RDC) Data.
Actual RDC to Date (Reporting Currency)

 You cannot add this column to the smart grid unless you have the global permission Resource Direct Cost (RDC) Data.
Billing Adj Revenue at Comp


Billing Adj Revenue at Comp (Reporting Currency)


Billing Adj Revenue Budget Alert Level at CompYes

Billing Adj Revenue Budget Alert Level to DateYes

Budgeted Billing Adj Revenue at Comp


Budgeted Billing Adj Revenue at Comp (Reporting Currency)


Budgeted Billing Adj Revenue Remaining


Budgeted Billing Adj Revenue Remaining (Reporting Currency)


Budgeted Chargeable Hours at Comp


Budgeted Chargeable Hours Remaining


Budgeted Contract Revenue at Comp


Budgeted Contract Revenue at Comp (Reporting Currency)


Budgeted Contract Revenue Remaining


Budgeted Contract Revenue Remaining (Reporting Currency)


Budgeted Hours at Comp


Budgeted Hours Remaining


Budgeted Primary Time Metric at Comp


Budgeted Primary Time Metric at Comp (Reporting Currency)


Budgeted Primary Time Metric Remaining


Budgeted Primary Time Metric Remaining (Reporting Currency)


Budgeted RDC at Comp

 You cannot add this column to the smart grid unless you have the global permission Resource Direct Cost (RDC) Data.
Budgeted RDC at Comp (Reporting Currency)

 You cannot add this column to the smart grid unless you have the global permission Resource Direct Cost (RDC) Data.
Budgeted RDC Remaining

 You cannot add this column to the smart grid unless you have the global permission Resource Direct Cost (RDC) Data.
Budgeted RDC Remaining (Reporting Currency)

 You cannot add this column to the smart grid unless you have the global permission Resource Direct Cost (RDC) Data.
Chargeable Hours at Comp


Chargeable Hours Budget Alert Level at CompYes

Chargeable Hours Budget Alert Level to DateYes

Contract Revenue at Comp


Contract Revenue at Comp (Reporting Currency)


Contract Revenue Budget Alert Level at CompYes

Contract Revenue Budget Alert Level to DateYes

Hours at Comp


Hours Budget Alert Level at CompYes

Hours Budget Alert Level to DateYes

Primary Time Budget Metric


Primary Time Budget Unit of Measure


Primary Time Metric at Comp


Primary Time Metric at Comp (Reporting Currency)


Primary Time Metric Budget Alert Level at CompYes

Primary Time Metric Budget Alert Level to DateYes

Projected Task Hours to Complete
Yes
RDC at Comp

 You cannot add this column to the smart grid unless you have the global permission Resource Direct Cost (RDC) Data.
RDC at Comp (Reporting Currency)

 You cannot add this column to the smart grid unless you have the global permission Resource Direct Cost (RDC) Data.
RDC Budget Alert Level at CompYes
 You cannot add this column to the smart grid unless you have the global permission Resource Direct Cost (RDC) Data.
RDC Budget Alert Level to DateYes
 You cannot add this column to the smart grid unless you have the global permission Resource Direct Cost (RDC) Data.
Variance to Budgeted Billing Adj Revenue at Comp


Variance to Budgeted Billing Adj Revenue at Comp (Reporting Currency)


Variance to Budgeted Chargeable Hours at Comp


Variance to Budgeted Contract Revenue at Comp


Variance to Budgeted Contract Revenue at Comp (Reporting Currency)


Variance to Budgeted Hours at Comp


Variance to Budgeted Primary Time Metric at Comp


Variance to Budgeted Primary Time Metric at Comp (Reporting Currency)


Variance to Budgeted RDC at Comp

 You cannot add this column to the smart grid unless you have the global permission Resource Direct Cost (RDC) Data.
Variance to Budgeted RDC at Comp (Reporting Currency)

 You cannot add this column to the smart grid unless you have the global permission Resource Direct Cost (RDC) Data.


Profit

You cannot add Profit columns to the smart grid unless you have the global permission Resource Direct Cost (RDC) Data.

FieldKPIDescription
Project Margin at CompYes
Project Profit at CompYes
Project Profit at Comp (Reporting Currency)Yes


Project

Most of these fields are managed from the Project Info Tab.

FieldKPIDescription
Detailed Task Management Enabled (Y/N)

Project Code

Project Count

Project Description

Project End Date

Project Likelihood %Yes
Project Location Name

Project Manager Display Name

Project Manager Email Address

Project Manager Employee ID

Project Manager First Name

Project Manager Last Name

Project Name

Project Stage Name

Project Stage Short Name

Project Start Date

Project Workspace Link

Task Plan End Date

Task Plan Start Date


Rate Realization
FieldKPIDescription
% of Revenue Lost due to Write Downs at CompYes
Billing Adj Rate at CompYes
Billing Adj Rate at Comp (Reporting Currency)Yes
Contract Rate at CompYes
Contract Rate at Comp (Reporting Currency)Yes
Revenue Loss due to Write Downs at CompYes
Revenue Loss due to Write Downs at Comp (Reporting Currency)Yes
System Rate at CompYes
System Rate at Comp (Reporting Currency)Yes


Revenue Recognition
FieldDescription
% of Time Contract Value Recognized
System Revenue at Comp
System Revenue at Comp (Reporting Currency)
System Revenue Recognized to Date
System Revenue Recognized to Date (Reporting Currency)


Task Planning
FieldKPIDescription
% Late Tasks at CompYes
% Overbudget Tasks at CompYes
Remaining Task to Projected Hours RatioYes


Workflow
FieldKPIDescription
Created by Display Name

Created by Email Address

Created by Employee ID

Created by First Name

Created by Last Name

Created Timestamp

Last Updated by Display Name

Last Updated by Email Address

Last Updated by Employee ID

Last Updated by First Name

Last Updated by Last Name

Last Updated Timestamp

Task Plan Last Updated Timestamp

Table of Contents
  • No labels