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| Field | KPI | Description |
|---|---|---|
| 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 | ||
| Time Cards | View details of a Time Card summary associated with a project | |
| Cost Cards | View details of a Cost Card summary associated with a project |
Time Cards and Cost Cards Fields
For each project, a user can click on the info icon within its row to view additional details of the time cards or cost cards associated with the project. Clicking on a card count within the popup opens a new tab and shows the appropriate time or cost card search that has a project filter set to just that one project (and/or a workflow status filter) and returns all the cards on that project.
- Please note that the 'status as of' date picker is not applicable to the time cards and cost cards being returned in the 'View Details' popup.
- Go to Time Cards - Permissions and Settings and Cost Cards - Permissions and Settings to see if a user can view and/or apply actions to time cards or cost cards
Example of the View Time Cards details popup:
Clicking on the '29 time cards' link opens a new tab with a time card search that has the project filter set to just that one project and all the time cards associated with that project.
Example of the View Cost Cards details popup:
Clicking on the '48 cost cards' link opens a new tab with a time card search that has the project filter set to just that one project and all the cost cards associated with that project.
Rate Realization
| Field | KPI | Description |
|---|---|---|
| % of Revenue Lost due to Write Downs at Comp | Yes | |
| Billing Adj Rate at Comp | Yes | |
| Billing Adj Rate at Comp (Reporting Currency) | Yes | |
| Contract Rate at Comp | Yes | |
| Contract Rate at Comp (Reporting Currency) | Yes | |
| Revenue Loss due to Write Downs at Comp | Yes | |
| Revenue Loss due to Write Downs at Comp (Reporting Currency) | Yes | |
| System Rate at Comp | Yes | |
| System Rate at Comp (Reporting Currency) | Yes |
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