Projects

Projects

 

Projects

Purpose

The purpose of the Projects report is to show details on project and employee performance, allowing for the analysis of project profitability and employee realization.

Navigation

To navigate to the Projects report, select Projects (1) from the list of pages on the left side of your screen. Once you are in the Projects page, you can use the buttons along the bottom (2) to switch between project- focused reports. Projects is the first of these buttons.

Cards

There are two cards (3) at the top of the report. They show the total number of projects displayed in the report and how many of those projects are active.

Filters

The filters can always be found on the left side of your screen (4). Filters will vary by firm, so yours may not match exactly what is shown in this demo.

Visuals

Actual vs Budgeted Hours and Amount by Client (5): shows a budget to actual analysis on a project-by-project basis. Clients are listed on the left, and clicking on a client name will expand it to show the types of projects done for the client. Expanding that level will show the specific projects. For example – if multiple years are selected in the date range, tax return may be the type of project shown under a client. Expanding that level would show a line for each year’s tax return. The first variance analysis section focuses on hours, showing the actual and budgeted hours. The variance column will be red if the project is overbudget on hours, and green if it is underbudget. Following the hours analysis is the dollars analysis. This variance column will be green if the project is overbudget on dollars billed, because more was billed for the project than budgeted. It will be red if the project is underbudget on dollars billed. The last two columns show the cost and effective rate of the project.

Employee Details (6): shows the realization details by employee.

Active Projects by Type (7): shows a breakdown of the active projects by the type of project.

Drill Throughs

Note: not all clients use every page, so some lines in the drill through charts may not apply to you.

Drill through from this report

 

Right-click on this field              On this visual                              To get to this report

Project Type

Actual vs Budgeted Hours

and Amount by Client

Projects

Project Type

Actual vs Budgeted Hours

and Amount by Client

Time Usage

Specific Project

Actual vs Budgeted Hours

and Amount by Client

Projects

Specific Project

Actual vs Budgeted Hours

and Amount by Client

Time Usage

Employee Name

Employee Details

Hours Analysis

Employee Name

Employee Details

Employee Time Tree

Employee Name

Employee Details

Time Usage

Employee Name

Employee Details

Employee Scorecard

Number of Projects

Active Projects by Type

Projects

Number of Projects

Active Projects by Type

Time Usage

 

Drill through to this report

 

Right-click on this field              On this visual                              On this report

Project

Realization by Project

Client Scorecard

Hours

Hours by Project

Client Scorecard

Project

Employee Time Tree

Employee Time Tree

Service Code

Employee Time Tree

Employee Time Tree

Project Type

Actual vs Budgeted Hours

and Amount by Client

Projects

Specific Project

Active vs Budgeted Hours and Amount by Client

Projects

Number of Projects

Active Projects by Type

Projects

 

Updated April 2022

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