Project Summary
The Project Summary report summarizes all projects. Managers can use this report to review project status and due dates along with the percentage complete.
Permissions Required for this Report
In the staff profile, staff must be assigned to a security group that is granted View functional rights for the following:
- Security group profile > Functional rights > Reports > Shared Library > Shared Views
- Security group profile > Functional rights > Reports > Firm Library > Custom
- Security group profile > Functional rights > Reports > Firm Library > Standard > Firm
- Security group profile > Functional rights > Reports > Firm Library > <report name>
- Security group profile > Functional rights > Administration Manager > Client Manager > Client profile
Reports in Foundation that are Comparable
In Practice Management, the comparable report is Due Date List. In Practice Advantage, the comparable report is Project List.
Report Specifications
The following report options and filters are available to help determine the report contents.
Options and Settings | ||
---|---|---|
Option | Setting | Description |
Show Start Dates |
List |
Determines the start dates to include. The options are Actual Only, Planned Only, Both, and None. |
Show Finish Dates |
List |
Determines the finish dates to include. The options are Actual Only, Planned Only, Both, and None. |
Show Status |
Yes/No |
Includes or excludes the status of the project. |
Show Percent Complete |
Yes/No |
Includes or excludes the percentage complete for the project. |
Show Workstep |
Yes/No |
Includes or excludes the worksteps for the project. |
Show Milestone Date |
List |
Determines the milestone date to include. The options are No Selection and or any milestone date set up in Workstream Lists. |
Include Deleted Clients |
Yes/No |
Includes or excludes deleted client information. |
Default Filters | ||
---|---|---|
Field Name | Operator | Value |
Project Status |
= |
All |
Optional Filters | |||
---|---|---|---|
Available Fields | |||
Business Code |
Project |
Project Original Due Date |
|
Client |
Project Actual Finish |
Project Original Planned Finish |
|
Client Bill Manager | Project Actual Hours | Project Planned Finish | |
Client Business Unit | Project Actual Start | Project Planned Start | |
Client ID | Project Bill Manager |
Project Priorities |
|
Client ID.Sub ID |
Project Budget Hours |
Project Prospective |
|
Client Name |
Project Business Unit |
Project Region |
|
Client Office |
Project Complexity |
Project Status | |
Client Primary Service Type | Project Extension 1 Date | Project Team | |
Client – Principal |
Project Extension 2 Date |
Project Template |
|
Client Region |
Project File Holder |
Project Type |
|
Client Sub ID |
Project Frequency |
Return Group |
|
Client Type |
Project ID |
Roles |
|
Est. Percentage Complete Per Est. Hours |
Project Master |
Sort Name |
|
Estimate Percentage Complete Per Budget |
Project Missed Dates |
Statutory Due Date (Project) |
|
Line of Business |
Project Name |
Tax Type |
|
Manager |
Project Office |
Works from the Pool |
|
Milestone Date |
Project On Hold |
Workstep |
|
Primary Partner |
Project On Hold as of Date |
|
Grouping | ||
---|---|---|
Available Fields | ||
Business Code |
Client Sub-ID |
Project Office |
Client |
Client Type |
Project Region |
Client- Principal |
Line of Business |
Project Status |
Client Bill Manager |
Manager |
Project Team |
Client Business Unit |
Primary Partner |
Project Template |
Client ID |
Project |
Project Type |
Client ID.Sub-ID |
Project Business Unit |
Return Group |
Client Name |
Project File Holder |
Roles |
Client Office |
Project Frequency |
Sort Name |
Client Primary Service Type |
Project ID |
Tax Type |
Client Region |
Project Name |
|
Sorting | ||
---|---|---|
Available Fields | ||
% Complete Per Budget (Project) |
Original Target (Project) |
Project ID |
% Complete Per Budget (Workstep) |
Original Target (Workstep) |
Project Name |
Actual Finish (Workstep) |
Planned Finish (Project) |
Project Status |
Actual Start (Project) |
Planned Finish (Workstep) |
Statutory Due Date (Project) |
Actual Start (Workstep) |
Planned Start (Project) |
Workstep |
Client |
Planned Start (Workstep) |
Workstep Order |
Report Fields
The following fields are available for this report. The fields that display and the position of fields are based on the report's settings, grouping, sorting, and filters.
Report Fields | |
---|---|
Field | Description |
Project ID |
The project ID. |
Project Name |
The project name. |
Client |
The client name and ID assigned in the project in Client Name (ClientID.Sub ID) format. |
Workstep |
The workstep name and workstep ID of the project. |
Actual Start |
The actual start date of the project or workstep. |
Planned Start |
The planned start date of the project or workstep. |
Actual Finish |
The actual finish date of the project or workstep. |
Planned Finish |
The planned finish date of the project or workstep. |
Original Target |
The original target date of the project or workstep. |
Statutory Due Date |
The statutory due date of the project. |
Milestone Date |
The milestone date for the project, based on your selection in Options and Settings. If you chose No Selection, this field will not display. The other available options are based on the created milestone dates, which are managed in Workstream. |
Project Status |
The current project status. |
% Complete per Budget |
The actual hours of the project or workstep divided by the budget hours of the project. |
Project Summary Sample Report