One of the ways that you would drill into an engagement in more detail is by running an engagement report. The engagement report lets you gain detailed visibility into a particular engagement, regardless of when it started or ended (somewhat like the engagement portfolio report), but provides the additional detail available in the Ginsu report. This report is often used to drill into a single engagement to reveal additional detail about staffing, profitability, overruns, and comparisons to budget. The engagement report is the key report Project Managers typically use to manage individual projects.
Who this report is for
Engagement or Project managers looking to break down the details of a specific engagement.
Questions this report can answer
Question |
|---|
Who were my most profitable employees on an engagement? |
How has engagement profitability changed over the lifetime of the engagement? |
Permissions and Settings
There are a number of permissions which govern whether you can run the engagement report and also what data will be included in the report. Please see the table below for more information.
Permission | Description |
|---|---|
Resource Direct Cost (RDC) Data | Global permission required to view data fields based on RDC - Resource Direct Cost, Resource Direct Rate, Project Profit, Project Margin, Resource Profit, Resource ROI |
View Projects | Cost center permissions to view engagement data |
Maintain Project Rates | Users with this cost center permission can run this report on projects in the specified cost centers |
Maintain Projects and Engagements | Users with this cost center permission can run this report on projects in the specified cost centers |
Schedule Resources | Users with this cost center permission can run this report on projects in the specified cost centers |
Engagement Manager | Engagement managers can run this report on their engagements |
Project Manager | Project managers can run the engagement report, but engagement rollups will only include projects for which they are a PM |
Prebuilt Reports
The following prebuilt reports may be available in your installation.
Report | Description |
|---|---|
Engagement Profitability Report | This report delivers summary project profitability and percentage completion information for a group of selected engagements. |
Engagement Rate Realization Report | This report allows the user to compare actual realized rates against the organization's standard rates and contracted rates for each project. The results allow the user to differentiate between revenue foregone due to discounting in the sales process versus revenue foregone due to overages and/or other delivery issues. |
Engagement Resource Profitability Report | This report delivers a comparison of the revenue generated by each resource to the full cost of employing that resource over a configurable period of time. Note that doe to the particular sensitivity of the information generated by this report, that access to it is specifically configurable within Projector's user access/permissions subsystem. |
Person Hours by Department Trend Chart | A line chart showing a line for each department. The line represents the number of hours worked by each department, broken down by week. |