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

 

Note: The Manager and Primary Partner field names are the default values defined for client responsible staff. The first ten client responsible staff List values that are defined by your firm are available field options.

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

 

Note: The Manager and Primary Partner field names are the default values defined for client responsible staff. The first ten client responsible staff List values that are defined by your firm are available field options.

Important: A selected client responsible staff value must be assigned to a project workstep for that project to be properly grouped.

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