Engagements
An engagement represents a contract. You create Contract Line Items underneath to represent the terms of this contract. You'll then create projects under those Contract Line Items to deliver on the terms.
Use this topic to find engagements, report on key performance indicators, and open engagements for editing. Bring in metadata like Engagement Manager, Client, and Contract Terms. Display color-coded budget performance fields to quickly identify engagement health. Flag engagements when specified thresholds are exceeded.
- Engagement - Summary
- Engagement - Setup
- Engagement - Performance Analysis
- Engagement - Budgets
- Engagement - Invoicing Summary
Your engagement dashboard can be reached by going to https://app.projectorpsa.com/x/EngagementSearch or by clicking Projects & Planning | Engagements.
Permissions and Settings
You can access this topic if you can view at least one engagement. You can view an engagement if:
- You are the engagement manager
- You have the cost center permission View Projects for the engagement's cost center
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 Engagement Budget Tab.
Flex Search
You can search on the following fields.
| Field | Category | Description |
|---|---|---|
| Client | Client | |
| Client UDFs | Client | |
Engagement | Engagement | |
| Engagement Code | Engagement | |
| Engagement Name | Engagement | |
| Engagement Cost Center | Engagement | |
| Engagement Company | Engagement | |
| Engagement Currency | Engagement | |
| Engagement Manager | Engagement | |
| Engagement Stage | Engagement | |
| Engagement Type | Engagement | |
| Engagement Type Productive (Yes/No) | Engagement | |
| Billing Cycle | Engagement | |
| Engagement UDFs | Engagement |
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.
- Edit your results grid to include a KPI field.
- Click the white/blue arrow icon (
) and an editor window will appear. Fill out the form.
- 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.
| Field | KPI | Description |
|---|---|---|
| % Unbilled Billing Adj Revenue | Yes | Percentage of actual time that has not yet been billed |
| Billed Billing Adj Revenue | Yes | Actual 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) | Yes | Same as above, but FX'd to your specified currency (see grid options) |
| Billed Client Amount | Yes | Total client amount on invoiced cost cards |
| Billed Client Amount (Reporting Currency) | Yes | Same as above, but FX'd to your specified currency (see grid options) |
| Billed Milestone Amount | Yes | Total milestone amount on invoiced milestones |
| Billed Milestone Amount (Reporting Currency) | Yes | Same as above, but FX'd to your specified currency (see grid options) |
| Billing Address Attention | Engagement Billing Tab | |
| Billing Address Company Name | Engagement Billing Tab | |
| Billing Address Line 1 | Engagement Billing Tab | |
| Billing Address Line 2 | Engagement Billing Tab | |
| Billing Address City | Engagement Billing Tab | |
| Billing Address State or Province | Engagement Billing Tab | |
| Billing Address ZIP or Postal Code | Engagement Billing Tab | |
| Billing Address Country | Engagement Billing Tab | |
| Billing Address Instructions | Engagement Billing Tab | |
| Billing Culture | Engagement Billing Tab | |
| Client Message | Engagement Billing Tab | |
| Email from Display Name | Engagement Billing Tab | |
| Email from Employee ID | Engagement Billing Tab | |
| Email from First Name | Engagement Billing Tab | |
| Email from Last Name | Engagement Billing Tab | |
| Email from Email Address | Engagement Billing Tab | |
| Email Template Name | Engagement Billing Tab | |
| Foregone Milestone Count | Yes | The number of foregone milestones |
| Invoice Content | Engagement Billing Tab | |
| Invoice Email Enabled (Yes/No) | Engagement Billing Tab | |
| Invoice Email Type | Engagement Billing Tab | |
| Invoice Scope | Engagement Billing Tab | |
| Invoice Template Name | Engagement Billing Tab | |
| Late Milestone Count | Yes | The number of late milestones |
| Payment Terms Name | Engagement Billing Tab | |
| Purchase Order Number | Engagement Billing Tab | |
| Tax Type 1 Code | Engagement Billing Tab | |
| Tax Type 1 Name | Engagement Billing Tab | |
| Tax Type 2 Code | Engagement Billing Tab | |
| Tax Type 2 Name | Engagement Billing Tab | |
| Tax Type 3 Code | Engagement Billing Tab | |
| Tax Type 3 Name | Engagement Billing Tab | |
| Time Billing Type | Engagement Billing Tab | |
| Total Milestone Count | Thte total number of milestones | |
| Unbilled Billing Adj Revenue | Yes | Total amount of time cards that are not yet on an issued invoice |
| Unbilled Billing Adj Revenue (Reporting Currency) | Yes | Same as above, but FX'd to your specified currency (see grid options) |
| Unbilled Client Amount | Yes | Total amount of cost cards that are not yet on an issued invoice |
| Unbilled Client Amount (Reporting Currency) | Yes | Same as above, but FX'd to your specified currency (see grid options) |
Client
See the Client Editor to view/edit these values.
| Field | KPI | Description |
|---|---|---|
| Primary Client Name | Client Editor | |
| Primary Client Number | Client Editor | |
| Client Levels | An option is dynamically added for each client level defined in your installation. See System Settings General Tab. | |
| Client UDFs | User Defined Fields Editor |
Engagement
These settings are managed on the Engagement Info Tab.
| Field | KPI | Description |
|---|---|---|
| Auto-Apply Available Balance | Engagement Billing Tab - for engagements with a pre-payment balance, automatically apply the balance to new invoices. | |
| Billing Cycle Name | Engagement Billing Tab | |
| Calculate Engagement Budgets from Project Budgets (Yes/No) | Rather than defining a separate budget for your engagement and your projects, and the headaches associated with keeping them in sync, you can optionally drive your engagement budget based on the summation of its project budgets. See Engagement Budget Tab. This flag tells you whether this feature is enabled or not. | |
| Contract Line Item Count | The number of contract line items under an engagement | |
| Deferred Revenue Opening Balance | XXXXXXXXXXXXX | |
| Deferred Revenue Opening Balance (Reporting Currency) | Same as above, but FX'd to your specified currency (see grid options) | |
| Engagement Code | Engagement Info Tab | |
| Engagement Company Name | Engagement Info Tab | |
| Engagement Company Number | Engagement Info Tab | |
| Engagement Cost Center Levels | A field will be dynamically added and named based on the cost center levels defined in your installation. See Cost Center Editor. | |
| Engagement Count | Number of engagements under this node. For example, number of engagements for this client. | |
| 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 | User Defined Fields (UDF) are added for each one defined in your installation. Edit them on the Engagement Info Tab. Add new UDFs from the User Defined Fields Editor. | |
| Project Count | The number of projects under an engagement |
Issues
Used when you have Project Workspaces enabled.
| Field | KPI | Description |
|---|---|---|
| % Late Issues | Yes | Workspace Issues |
| % Open High Priority Issues | Yes | Workspace Issues |
| % Open Issues | Yes | Workspace 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.
| Field | KPI | Description |
|---|---|---|
| % Complete | Yes |
Performance to Cost Budget
Cost budgets are viewed on the Project Budget Tab. See Engagement Type - Budgets Tab to learn how to set up default budgets.
| Field | Budget Alert | KPI | Description |
|---|---|---|---|
| % of Engagement Budgeted Cost Remaining | |||
| % Variance to Engagement Budgeted Cost at Comp | |||
| Actual Base Amt to Date | |||
| Actual Base Amt to Date (Reporting Currency) | |||
| Actual Cost to Date | |||
| Actual Cost 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 Comp | Yes | ||
| Base Amt Budget Alert Level to Date | Yes | ||
| Client Amt at Comp | |||
| Client Amt at Comp (Reporting Currency) | |||
| Cost at Comp | |||
| Cost at Comp (USD) | |||
| Engagement Budgeted Cost at Comp | |||
| Engagement Budgeted Cost at Comp (Reporting Currency) | |||
| Engagement Budgeted Cost Remaining | |||
| Engagement Budgeted Cost Remaining (Reporting Currency) | |||
| Engagement Cost Budget Alert Level to Date | |||
| Engagement Cost Budget Alert Level at Comp | |||
| Engagement Cost Budget Metric | |||
| Engagement Cost Budget Unit of Measure | |||
| Expense Amt at Comp | |||
| Expense Amt at Comp (Reporting Currency) | |||
| Variance to Engagement Budgeted Cost at Comp | |||
| Variance to Engagement Budgeted Cost at Comp (Reporting Currency) |
Performance to Time Budget
Cost budgets are viewed on the Project Budget Tab . See Engagement Type - Budgets Tab to learn how to set up default budgets.
| Field | Budget Alert | KPI | Description |
|---|---|---|---|
| % of Engagement Budgeted Time Remaining | |||
| % Variance to Engagement Budgeted Time at Comp | |||
| 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 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. | ||
| Actual Time to Date | |||
| Actual Time to Date (Reporting Currency) | |||
| Billing Adj Revenue at Comp | |||
| Billing Adj Revenue at Comp (Reporting Currency) | |||
| Chargeable Hours at Comp | |||
| Contract Revenue at Comp | |||
| Contract Revenue at Comp (Reporting Currency) | |||
| Engagement Time Budget Metric | |||
| Engagement Time Budget Unit of Measure | |||
| Engagement Budgeted Time at Comp | |||
| Engagement Budgeted Time at Comp (Reporting Currency) | |||
| Engagement Budgeted Time Remaining | |||
| Engagement Budgeted Time Remaining (USD) | |||
| Engagement Time Budget Alert Level to Date | |||
| Engagement Time Budget Alert Level at Comp | |||
| Hours at Comp | |||
| 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. | ||
| Time at Comp | |||
| Time at Comp (Reporting Currency) | |||
| Variance to Engagement Budgeted Time at Comp | |||
| Variance to Engagement Budgeted Time at Comp (Reporting Currency) |
Profit
You cannot add Profit columns to the smart grid unless you have the global permission Resource Direct Cost (RDC) Data.
| Field | KPI | Description |
|---|---|---|
| Project Margin at Comp | Yes | |
| Project Profit at Comp | Yes | |
| Project Profit at Comp (Reporting Currency) | Yes |
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 |
Revenue Recognition
| Field | Description |
|---|---|
| % 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
| Field | KPI | Description |
|---|---|---|
| % Late Tasks at Comp | Yes | |
| % Overbudget Tasks at Comp | Yes | |
| Remaining Task to Projected Hours Ratio | Yes |
Workflow
| Field | KPI | Description |
|---|---|---|
| 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 |
An engagement represents a contract. You create Contract Line Items underneath to represent the terms of this contract. You'll then create projects under those Contract Line Items to deliver on the terms.
Use this topic to find engagements, report on key performance indicators, and open engagements for editing. Bring in metadata like Engagement Manager, Client, and Contract Terms. Display color-coded budget performance fields to quickly identify engagement health. Flag engagements when specified thresholds are exceeded.
- Engagement - Summary
- Engagement - Setup
- Engagement - Performance Analysis
- Engagement - Budgets
- Engagement - Invoicing Summary
Your engagement dashboard can be reached by going to https://app.projectorpsa.com/planning/engagements or by clicking Topics | Plan | Engagements.
Permissions and Settings
You can access this topic if you can view at least one engagement. You can view an engagement if:
- You are the engagement manager
- You have the cost center permission View Projects for the engagement's cost center
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 Engagement Budget Tab.
Flex Search
You can search on the following fields.
| Field | Category | Description |
|---|---|---|
| Client | Client | |
| Client UDFs | Client | |
Engagement | Engagement | |
| Engagement Code | Engagement | |
| Engagement Name | Engagement | |
| Engagement Cost Center | Engagement | |
| Engagement Company | Engagement | |
| Engagement Currency | Engagement | |
| Engagement Manager | Engagement | |
| Engagement Stage | Engagement | |
| Engagement Type | Engagement | |
| Engagement Type Productive (Yes/No) | Engagement | |
| Billing Cycle | Engagement | |
| Engagement UDFs | Engagement |
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.
- Edit your results grid to include a KPI field.
- Click the white/blue arrow icon ( ) and an editor window will appear. Fill out the form.
- 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.
| Field | KPI | Description |
|---|---|---|
| % Unbilled Billing Adj Revenue | Yes | Percentage of actual time that has not yet been billed |
| Billed Billing Adj Revenue | Yes | Actual 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) | Yes | Same as above, but FX'd to your specified currency (see grid options) |
| Billed Client Amount | Yes | Total client amount on invoiced cost cards |
| Billed Client Amount (Reporting Currency) | Yes | Same as above, but FX'd to your specified currency (see grid options) |
| Billed Milestone Amount | Yes | Total milestone amount on invoiced milestones |
| Billed Milestone Amount (Reporting Currency) | Yes | Same as above, but FX'd to your specified currency (see grid options) |
| Billing Address Attention | Engagement Billing Tab | |
| Billing Address Company Name | Engagement Billing Tab | |
| Billing Address Line 1 | Engagement Billing Tab | |
| Billing Address Line 2 | Engagement Billing Tab | |
| Billing Address City | Engagement Billing Tab | |
| Billing Address State or Province | Engagement Billing Tab | |
| Billing Address ZIP or Postal Code | Engagement Billing Tab | |
| Billing Address Country | Engagement Billing Tab | |
| Billing Address Instructions | Engagement Billing Tab | |
| Billing Culture | Engagement Billing Tab | |
| Client Message | Engagement Billing Tab | |
| Email from Display Name | Engagement Billing Tab | |
| Email from Employee ID | Engagement Billing Tab | |
| Email from First Name | Engagement Billing Tab | |
| Email from Last Name | Engagement Billing Tab | |
| Email from Email Address | Engagement Billing Tab | |
| Email Template Name | Engagement Billing Tab | |
| Foregone Milestone Count | Yes | The number of foregone milestones |
| Invoice Content | Engagement Billing Tab | |
| Invoice Email Enabled (Yes/No) | Engagement Billing Tab | |
| Invoice Email Type | Engagement Billing Tab | |
| Invoice Scope | Engagement Billing Tab | |
| Invoice Template Name | Engagement Billing Tab | |
| Late Milestone Count | Yes | The number of late milestones |
| Payment Terms Name | Engagement Billing Tab | |
| Purchase Order Number | Engagement Billing Tab | |
| Tax Type 1 Code | Engagement Billing Tab | |
| Tax Type 1 Name | Engagement Billing Tab | |
| Tax Type 2 Code | Engagement Billing Tab | |
| Tax Type 2 Name | Engagement Billing Tab | |
| Tax Type 3 Code | Engagement Billing Tab | |
| Tax Type 3 Name | Engagement Billing Tab | |
| Time Billing Type | Engagement Billing Tab | |
| Total Milestone Count | Thte total number of milestones | |
| Unbilled Billing Adj Revenue | Yes | Total amount of time cards that are not yet on an issued invoice |
| Unbilled Billing Adj Revenue (Reporting Currency) | Yes | Same as above, but FX'd to your specified currency (see grid options) |
| Unbilled Client Amount | Yes | Total amount of cost cards that are not yet on an issued invoice |
| Unbilled Client Amount (Reporting Currency) | Yes | Same as above, but FX'd to your specified currency (see grid options) |
Client
See the Client Editor to view/edit these values.
| Field | KPI | Description |
|---|---|---|
| Primary Client Name | Client Editor | |
| Primary Client Number | Client Editor | |
| Client Levels | An option is dynamically added for each client level defined in your installation. See System Settings General Tab. | |
| Client UDFs | User Defined Fields Editor |
Engagement
These settings are managed on the Engagement Info Tab.
| Field | KPI | Description |
|---|---|---|
| Auto-Apply Available Balance | Engagement Billing Tab - for engagements with a pre-payment balance, automatically apply the balance to new invoices. | |
| Billing Cycle Name | Engagement Billing Tab | |
| Calculate Engagement Budgets from Project Budgets (Yes/No) | Rather than defining a separate budget for your engagement and your projects, and the headaches associated with keeping them in sync, you can optionally drive your engagement budget based on the summation of its project budgets. See Engagement Budget Tab. This flag tells you whether this feature is enabled or not. | |
| Contract Line Item Count | The number of contract line items under an engagement | |
| Deferred Revenue Opening Balance | XXXXXXXXXXXXX | |
| Deferred Revenue Opening Balance (Reporting Currency) | Same as above, but FX'd to your specified currency (see grid options) | |
| Engagement Code | Engagement Info Tab | |
| Engagement Company Name | Engagement Info Tab | |
| Engagement Company Number | Engagement Info Tab | |
| Engagement Cost Center Levels | A field will be dynamically added and named based on the cost center levels defined in your installation. See Cost Center Editor. | |
| Engagement Count | Number of engagements under this node. For example, number of engagements for this client. | |
| 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 | User Defined Fields (UDF) are added for each one defined in your installation. Edit them on the Engagement Info Tab. Add new UDFs from the User Defined Fields Editor. | |
| Project Count | The number of projects under an engagement |
Issues
Used when you have Project Workspaces enabled.
| Field | KPI | Description |
|---|---|---|
| % Late Issues | Yes | Workspace Issues |
| % Open High Priority Issues | Yes | Workspace Issues |
| % Open Issues | Yes | Workspace 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.
| Field | KPI | Description |
|---|---|---|
| % Complete | Yes |
Performance to Cost Budget
Cost budgets are viewed on the Project Budget Tab. See Engagement Type - Budgets Tab to learn how to set up default budgets.
| Field | Budget Alert | KPI | Description |
|---|---|---|---|
| % of Engagement Budgeted Cost Remaining | |||
| % Variance to Engagement Budgeted Cost at Comp | |||
| Actual Base Amt to Date | |||
| Actual Base Amt to Date (Reporting Currency) | |||
| Actual Cost to Date | |||
| Actual Cost 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 Comp | Yes | ||
| Base Amt Budget Alert Level to Date | Yes | ||
| Client Amt at Comp | |||
| Client Amt at Comp (Reporting Currency) | |||
| Cost at Comp | |||
| Cost at Comp (USD) | |||
| Engagement Budgeted Cost at Comp | |||
| Engagement Budgeted Cost at Comp (Reporting Currency) | |||
| Engagement Budgeted Cost Remaining | |||
| Engagement Budgeted Cost Remaining (Reporting Currency) | |||
| Engagement Cost Budget Alert Level to Date | |||
| Engagement Cost Budget Alert Level at Comp | |||
| Engagement Cost Budget Metric | |||
| Engagement Cost Budget Unit of Measure | |||
| Expense Amt at Comp | |||
| Expense Amt at Comp (Reporting Currency) | |||
| Variance to Engagement Budgeted Cost at Comp | |||
| Variance to Engagement Budgeted Cost at Comp (Reporting Currency) |
Performance to Time Budget
Cost budgets are viewed on the Project Budget Tab . See Engagement Type - Budgets Tab to learn how to set up default budgets.
| Field | Budget Alert | KPI | Description |
|---|---|---|---|
| % of Engagement Budgeted Time Remaining | |||
| % Variance to Engagement Budgeted Time at Comp | |||
| 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 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. | ||
| Actual Time to Date | |||
| Actual Time to Date (Reporting Currency) | |||
| Billing Adj Revenue at Comp | |||
| Billing Adj Revenue at Comp (Reporting Currency) | |||
| Chargeable Hours at Comp | |||
| Contract Revenue at Comp | |||
| Contract Revenue at Comp (Reporting Currency) | |||
| Engagement Time Budget Metric | |||
| Engagement Time Budget Unit of Measure | |||
| Engagement Budgeted Time at Comp | |||
| Engagement Budgeted Time at Comp (Reporting Currency) | |||
| Engagement Budgeted Time Remaining | |||
| Engagement Budgeted Time Remaining (USD) | |||
| Engagement Time Budget Alert Level to Date | |||
| Engagement Time Budget Alert Level at Comp | |||
| Hours at Comp | |||
| 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. | ||
| Time at Comp | |||
| Time at Comp (Reporting Currency) | |||
| Variance to Engagement Budgeted Time at Comp | |||
| Variance to Engagement Budgeted Time at Comp (Reporting Currency) |
Profit
You cannot add Profit columns to the smart grid unless you have the global permission Resource Direct Cost (RDC) Data.
| Field | KPI | Description |
|---|---|---|
| Project Margin at Comp | Yes | |
| Project Profit at Comp | Yes | |
| Project Profit at Comp (Reporting Currency) | Yes |
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 |
Revenue Recognition
| Field | Description |
|---|---|
| % 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
| Field | KPI | Description |
|---|---|---|
| % Late Tasks at Comp | Yes | |
| % Overbudget Tasks at Comp | Yes | |
| Remaining Task to Projected Hours Ratio | Yes |
Workflow
| Field | KPI | Description |
|---|---|---|
| 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 |