Project portfolio

This report will provide insights and information related to Projects and project-related transaction details.

This report will help the organization with project management and analyze key accounts. The key elements of this report are:

Project Summary: A project summary allows project managers to quickly assess the financial health and progress of each project. They can easily track the budgeted amount and compare it with the actual revenue generated, giving them a comprehensive understanding of the project’s financial performance. With a project summary, project managers gain the ability to identify low-performing projects promptly. By analyzing the key performance indicators, they can identify projects that are performing well.

Resourcing:  With resourcing, project managers gain a deeper insight into resource utilization and allocation. Resourcing facilitates accurate project planning and forecasting by providing near-real-time data on resource performance. By comparing the estimated and actual hours, project managers can refine their future project estimates and allocate resources more effectively. By leveraging the insights offered by the resourcing tab, project managers can proactively address any discrepancies between estimated and actual hours, enabling them to keep the project on track and within budget.

Fee Management: This helps the project manager gain a centralized platform that facilitates meticulous tracking of project milestones and associated costs. It enables them to monitor the financial aspects of the project in near-real-time, ensuring transparency and accountability.

The Project Portfolio tab consists of all the summary information of the project transactions, like Contract Value, Revenue, Cost, and Expense.

The table view of the Project Portfolio tab has detailed information on the project list by currency and its performance on each KPI.

Resourcing Resourcing tab contains details associated with projects and their utilization details

The table view of the Resourcing tab has detailed information about resources associated with projects and their utilization details.

Labor and Cost tab contains details of cost and labor and hour details both posted and unposted.

The table view of the Cost and Labor’ tab has detailed information on Labor Cost and Hour details, both posted and unposted by Project and Resource.

The Fee Management tab contains the summary of project transactions categorized by ‘Amount’, and Hour’.

The table view of the Fee Management’ tab has detailed information on project transactions categorized by amount, hour, percent complete, and remaining revenue.