Projects
- Thomas Sherman (Deactivated)
- Chris McFarlane (Deactivated)
- Emily Lee (Unlicensed)
- Min Zeng
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
|
| Budget Performance-Billable Projects (Time & Cost) | All billable projects
|
| 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 |
| Project Dashboard | Same as the default search, but adds these columns
|
Flex Search
You can search on the following fields.
| Field | Category | Description |
|---|---|---|
| Client | Client | |
| Client UDFs | Client | |
| Contract Line Item | Contract Line Item | |
| Cost Contract Terms | Contract Line Item | |
| Time Contract Terms | Contract Line Item | |
Engagement | Engagement | |
| Engagement Code | Engagement | |
| Engagement Cost Center | Engagement | |
| Engagement Company | Engagement | |
| Engagement Currency | Engagement | |
| Engagement Manager | Engagement | |
| Engagement Stage | Engagement | |
| Engagement Type | Engagement | |
| Engagement Type Billable (Yes/No) | Engagement | |
| Engagement Type Productive (Yes/No) | Engagement | |
| Billing Cycle | Engagement | |
| Engagement UDFs | Engagement | |
| Project | Project | |
| Project Code | Project | |
| Project Name | Project | |
| Project Description | Project | |
| Project Open Date | Project | |
| Project End Date | Project | |
| Project Location | Project | |
| Project Manager | Project | |
| Project Management Team Includes Me (Yes/No) | Project | |
| Project Stage | Project | |
| Percent Likelihood | Project | |
Detailed Task Management Enabled (Yes/No) | Project | |
| Project Workspace Enabled (Yes/No) | Project | |
| Project UDFs | Project |
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 | Client Editor | |
| Primary Client Number | Client Editor | |
| Client UDFs | User Defined Fields Editor |
Contract Line Item
All of these settings are managed on the Engagement Contract Tab.
| Field | KPI | Description |
|---|---|---|
| Contract Line Item Code | Engagement Contract Tab | |
| Contract Line Item Name | Engagement Contract Tab | |
| Cost Contract Amount | Yes | Engagement Contract Tab |
| Cost Contract Amount (Reporting Currency) | Yes | Same as above, but FX'd to your specified currency (see grid options) |
| Cost Contract Terms | Engagement Contract Tab | |
| Holdback Amount | Yes | Engagement Contract Tab |
| Holdback Amount (Reporting Currency) | Yes | Engagement Contract Tab |
| Holdback Percentage | Yes | Engagement Contract Tab |
| Time Contract Amount | Yes | Engagement Contract Tab |
| 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 | Engagement Contract Tab |
| Time Contract Amount less Holdback (Reporting Currency) | Yes | Same as above, but FX'd to your specified currency (see grid options) |
| Time Contract Terms | Engagement Contract Tab |
Engagement
These settings are managed on the Engagement Info Tab.
| Field | KPI | Description |
|---|---|---|
| Billing Cycle Name | Engagement Billing Tab | |
| Engagement Code | Engagement Info Tab | |
| Engagement Company Name | Engagement Info Tab | |
| Engagement Company Number | Engagement Info Tab | |
| 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 | Engagement Info Tab |
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 Create a Cost Baseline to learn how to make a budget. See Engagement Type - Budgets Tab to learn how to set up default budgets.
| Field | Budget Alert | KPI | Description |
|---|---|---|---|
| % of Budgeted Base Amt Remaining | |||
| % of Budgeted Client Amt Remaining | |||
| % of Budgeted Expense Amt Remaining | |||
| % of Budgeted Primary Cost Metric Remaining | |||
| % Variance to Budgeted Base Amt at Comp | |||
| % Variance to Budgeted Client Amt at Comp | |||
| % Variance to Budgeted Expense Amt at Comp | |||
| % Variance to Budgeted Primary Cost Metric at Comp | |||
| Actual Base Amt to Date | |||
| Actual Base Amt 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 | ||
| Budgeted Base Amt at Comp | |||
| Budgeted Base Amt at Comp (Reporting Currency) | |||
| Budgeted Base Amt Remaining | |||
| Budgeted Base Amt Remaining (Reporting Currency) | |||
| Budgeted Client Amt at Comp | |||
| Budgeted Client Amt at Comp (Reporting Currency) | |||
| Budgeted Client Amt Remaining | |||
| Budgeted Client Amt Remaining (Reporting Currency) | |||
| Budgeted Expense Amt at Comp | |||
| Budgeted Expense Amt at Comp (Reporting Currency) | |||
| Budgeted Expense Amt Remaining | |||
| Budgeted Expense Amt Remaining (Reporting Currency) | |||
| Budgeted Primary Cost Metric at Comp | |||
| Budgeted Primary Cost Metric at Comp (Reporting Currency) | |||
| Budgeted Primary Cost Metric Remaining | |||
| Budgeted Primary Cost Metric Remaining (Reporting Currency) | |||
| Client Amt at Comp | |||
| Client Amt at Comp (Reporting Currency) | |||
| Client Amt Budget Alert Level at Comp | Yes | ||
| Client Amt Budget Alert Level to Date | Yes | ||
| Expense Amt at Comp | |||
| Expense Amt at Comp (Reporting Currency) | |||
| Expense Amt Budget Alert Level at Comp | Yes | ||
| Expense Amt Budget Alert Level to Date | Yes | ||
| Primary Cost Budget Metric | |||
| Primary Cost Budget Unit of Measure | |||
| Primary Cost Metric at Comp | |||
| Primary Cost Metric at Comp (Reporting Currency) | |||
| Primary Cost Metric Budget Alert Level at Comp | Yes | ||
| Primary Cost Metric Budget Alert Level to Date | Yes | ||
| Variance to Budgeted Base Amt at Comp | |||
| Variance to Budgeted Base Amt at Comp (Reporting Currency) | |||
| Variance to Budgeted Client Amt at Comp | |||
| Variance to Budgeted Client Amt at Comp (Reporting Currency) | |||
| Variance to Budgeted Expense Amt at Comp | |||
| Variance to Budgeted Expense Amt at Comp (Reporting Currency) | |||
| Variance to Budgeted Primary Cost Metric at Comp | |||
| Variance to Budgeted Primary Cost Metric at Comp (Reporting Currency) |
Performance to Time Budget
| Field | Budget Alert | KPI | Description |
|---|---|---|---|
| % of Budgeted Billing Adj Revenue Remaining | |||
| % of Budgeted Chargeable Hours Remaining | |||
| % of Budgeted Contract Revenue Remaining | |||
| % of Budgeted Hours Remaining | |||
| % of Budgeted Primary Time Metric Remaining | |||
| % of Budgeted RDC Remaining | You cannot add this column to the smart grid unless you have the global permission Resource Direct Cost (RDC) Data. | ||
| % Variance to Budgeted Billing Adj Revenue at Comp | |||
| % Variance to Budgeted Chargeable Hours at Comp | |||
| % Variance to Budgeted Contract Revenue at Comp | |||
| % Variance to Budgeted Hours at Comp | |||
| % Variance to Budgeted Primary Time Metric at Comp | |||
| % Variance to Budgeted RDC at Comp | You cannot add this column to the smart grid unless you have the global permission Resource Direct Cost (RDC) Data. | ||
| 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 Primary Time Metric to Date | |||
| Actual Primary Time Metric to Date (Reporting Currency) | |||
| 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. | ||
| Billing Adj Revenue at Comp | |||
| Billing Adj Revenue at Comp (Reporting Currency) | |||
| Billing Adj Revenue Budget Alert Level at Comp | Yes | ||
| Billing Adj Revenue Budget Alert Level to Date | Yes | ||
| Budgeted Billing Adj Revenue at Comp | |||
| Budgeted Billing Adj Revenue at Comp (Reporting Currency) | |||
| Budgeted Billing Adj Revenue Remaining | |||
| Budgeted Billing Adj Revenue Remaining (Reporting Currency) | |||
| Budgeted Chargeable Hours at Comp | |||
| Budgeted Chargeable Hours Remaining | |||
| Budgeted Contract Revenue at Comp | |||
| Budgeted Contract Revenue at Comp (Reporting Currency) | |||
| Budgeted Contract Revenue Remaining | |||
| Budgeted Contract Revenue Remaining (Reporting Currency) | |||
| Budgeted Hours at Comp | |||
| Budgeted Hours Remaining | |||
| Budgeted Primary Time Metric at Comp | |||
| Budgeted Primary Time Metric at Comp (Reporting Currency) | |||
| Budgeted Primary Time Metric Remaining | |||
| Budgeted Primary Time Metric Remaining (Reporting Currency) | |||
| Budgeted RDC at Comp | You cannot add this column to the smart grid unless you have the global permission Resource Direct Cost (RDC) Data. | ||
| Budgeted 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. | ||
| Budgeted RDC Remaining | You cannot add this column to the smart grid unless you have the global permission Resource Direct Cost (RDC) Data. | ||
| Budgeted RDC Remaining (Reporting Currency) | You cannot add this column to the smart grid unless you have the global permission Resource Direct Cost (RDC) Data. | ||
| Chargeable Hours at Comp | |||
| Chargeable Hours Budget Alert Level at Comp | Yes | ||
| Chargeable Hours Budget Alert Level to Date | Yes | ||
| Contract Revenue at Comp | |||
| Contract Revenue at Comp (Reporting Currency) | |||
| Contract Revenue Budget Alert Level at Comp | Yes | ||
| Contract Revenue Budget Alert Level to Date | Yes | ||
| Hours at Comp | |||
| Hours Budget Alert Level at Comp | Yes | ||
| Hours Budget Alert Level to Date | Yes | ||
| Primary Time Budget Metric | |||
| Primary Time Budget Unit of Measure | |||
| Primary Time Metric at Comp | |||
| Primary Time Metric at Comp (Reporting Currency) | |||
| Primary Time Metric Budget Alert Level at Comp | Yes | ||
| Primary Time Metric Budget Alert Level to Date | Yes | ||
| 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. | ||
| RDC Budget Alert Level at Comp | Yes | You cannot add this column to the smart grid unless you have the global permission Resource Direct Cost (RDC) Data. | |
| RDC Budget Alert Level to Date | Yes | You cannot add this column to the smart grid unless you have the global permission Resource Direct Cost (RDC) Data. | |
| Variance to Budgeted Billing Adj Revenue at Comp | |||
| Variance to Budgeted Billing Adj Revenue at Comp (Reporting Currency) | |||
| Variance to Budgeted Chargeable Hours at Comp | |||
| Variance to Budgeted Contract Revenue at Comp | |||
| Variance to Budgeted Contract Revenue at Comp (Reporting Currency) | |||
| Variance to Budgeted Hours at Comp | |||
| Variance to Budgeted Primary Time Metric at Comp | |||
| Variance to Budgeted Primary Time Metric at Comp (Reporting Currency) | |||
| Variance to Budgeted RDC at Comp | You cannot add this column to the smart grid unless you have the global permission Resource Direct Cost (RDC) Data. | ||
| Variance to Budgeted 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. |
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 |
Project
Most of these fields are managed from the Project Info Tab.
| 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 |
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 |