Projects
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.
Your project dashboard can be reached by clicking Projects & Planning | 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:
You are the project manager
You can Act as PM on the project
You are the engagement manager
You have the cost center permission View Projects for the project'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 Project Budget Tab.
Budget alert color coding is driven by the Budget Alerts Editor.
Default Searches
The following searches come from Projector.
Search | Description |
|---|---|
Default | All open projects
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Budget Performance-Billable Projects (Time & Cost) | All billable projects
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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
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Project Dashboard | Same as the default search, but adds these columns
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Flex Search
You can search on the following fields.
Field | Category | Description |
|---|---|---|
Client | Client |
|
Client UDFs | Client |
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Contract Line Item | Contract Line Item |
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Cost Contract Terms | Contract Line Item |
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Time Contract Terms | Contract Line Item |
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Engagement | Engagement |
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Engagement Code | Engagement |
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Engagement Cost Center | Engagement |
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Engagement Company | Engagement |
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Engagement Currency | Engagement |
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Engagement Manager | Engagement |
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Engagement Stage | Engagement |
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Engagement Type | Engagement |
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Engagement Type Billable (Yes/No) | Engagement |
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Engagement Type Productive (Yes/No) | Engagement |
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Billing Cycle | Engagement |
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Engagement UDFs | Engagement |
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Project | Project |
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Project Code | Project |
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Project Name | Project |
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Project Description | Project |
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Project Open Date | Project |
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Project End Date | Project |
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Project Location | Project |
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Project Manager | Project |
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Project Management Team Includes Me (Yes/No) | Project |
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Project Stage | Project |
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Percent Likelihood | Project |
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Detailed Task Management Enabled (Yes/No) | Project |
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Project Workspace Enabled (Yes/No) | Project |
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Project UDFs | Project |
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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) |
Foregone Milestone Count | Yes | The number of foregone milestones |
Late Milestone Count | Yes | The number of late milestones |
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 |
| |
Primary Client Number |
| |
Client UDFs |
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Contract Line Item
All of these settings are managed on the Engagement Contract Tab.
Field | KPI | Description |
|---|---|---|
Contract Line Item Code |
| |
Contract Line Item Name |
| |
Cost Contract Amount | Yes | |
Cost Contract Amount (Reporting Currency) | Yes | Same as above, but FX'd to your specified currency (see grid options) |
Cost Contract Terms |
| |
Holdback Amount | Yes | |
Holdback Amount (Reporting Currency) | Yes | |
Holdback Percentage | Yes | |
Time Contract Amount | Yes | |
Time Contract Amount (Reporting Currency) | Yes | Same as above, but FX'd to your specified currency (see grid options) |
Time Contract Amount less Holdback | Yes | |
Time Contract Amount less Holdback (Reporting Currency) | Yes | Same as above, but FX'd to your specified currency (see grid options) |
Time Contract Terms |
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Engagement
These settings are managed on the Engagement Info Tab.
Field | KPI | Description |
|---|---|---|
Billing Cycle Name |
| |
Engagement Code |
| |
Engagement Company Name |
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Engagement Company Number |
| |
Engagement Currency Code |
| |
Engagement Manager Display Name |
| |
Engagement Manager Email Address |
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