Introducing the first Phase of what will become a powerful tool for managing your Project, a new option will be available within your Project's Breakdown drop-down list - "Project Breakdown".
Project Breakdown (Read-Only)
We’re introducing a new page to help you manage your Phases and Stages. This page will be seeing some significant improvement in the future, but the first version will let you see the new User Interface we’ve designed for managing and building up Stages and the capability of exporting your Phases and Stages to Excel.
This feature is only Read-only, so you can’t edit or create Phases or Stages, but has some other functionality available to you.
Key Changes and Benefits:
Export to Excel: You can now export your Phases and Stages to Excel, which will show any Phases or Stages created from WBS or Stage Management.
Searching, Sorting, Filtering: Filter your Phases and Stages from the Search or any Header with the filter icon, and sort by any column.
New UI: The new table also brings some additional improvements, including:
To see additional Phase or Stage details, just click the Phase or Stage and a side pane will open with all data now shown on the table.
We’ve introduced dynamic pagination on the table, so as you expand and collapse your table will adjust. The defaults are 50, 100, and 200.
You can see 3 totals at the bottom of the table, including: WIP, Invoices and Fee.
Searching, Sorting, Filtering
Search for Phases or Stages by typing in a Phase/Stage name in the Search box.
Sort by ascending or descending order of any column by clicking on the column header name.
Filter Min/Max from columns with any value (Fee/Cap, WIP, etc) by clicking the Filter icon.
Expand columns by clicking between each column and dragging the arrow cursor to expand.
Columns and Fields
The following columns are shown in the Project Breakdown table:
WBS
Name
Status (Stage only)
Progress
Start Date
End Date
Discipline (Stage only)
Assignee (Stage only)
Fee Type (Stage only)
Fee/Cap
WIP
Invoiced
Invoiced %
The following fields will show for a Phase
Description
The following fields and options are shown in the side pane for a Stage
Tasks
Cost Centre
Rate Group
Tax Rule
Client Reference Number
Restrict Rates
Scope
Tags
Restrict Tasks
New UI
Clicking on a Phase or Stage line will open the side pane to view a Summary box, which will show up to 3 key numbers:
Progress
Stage Summary: will show the progress % for the stage.
Phase Summary: will show the average % of the Stages within it.
Net Invoiced
Stage Summary: will show the currency total that has been invoiced for the Stage.
Phase Summary: will show the total of the Stages within it.
This will not show if you don’t have permission to see Invoices.
WIP
Stage Summary: will show the currency total of transactions that currently have a WIP status for the Stage.
Phase Summary: will show the total of the Stages within it.
This will not show if you don’t have permission to see WIP.
Up to 3 Totals will show at the bottom of the table.
These are:
Total WIP will show the total new amount of WIP across the Project.
Total Invoiced will show the total net amount Invoiced, excluding tax for the Project.
Total Fee will show the total of the Fees across the Project.
From a Stage, you can access the more menu from the far right side, there are some options here to help you manage your Project.
These are:
Create Invoice will create an Invoice for this Project and include this specific Stage.
View Financials will take you to Project Financials, filtered to this Stage.
View Transactions will take you to Project Transactions, filtered to this Stage.
Export to Excel
You can export the Project Breakdown by clicking the Export to Excel button, which will generate and download an Excel file matching your currently applied filters. What columns are shown are dependent to whether you have been granted View Stage details or Project Financials permissions.
Permissions for Project Breakdown (Enterprise Only)
A new group has been added to the Security Matrix (for enterprise users) called Manage Projects, which will show 3 new permissions:
Access Project Breakdown - This gives you page access, so you can view Phases and Stages, including the following columns: Phase and WBS, Stage Name, Status, Dates, Project Manager, Scope of Works, Client Reference Number, and Progress.
View Stage details - If you have the permissions for Access Project Breakdown, this permission will give you access to see Fee Type, Cost Centre, Discipline, Tax Rule, Restrict Rates, Restrict Tasks, and Tags. from the UI and from the exported Excel file.
Project Financials - If you have the permissions for Access Project Breakdown, this permission will give you access to see Fee, Cap Value, Cap, Fee And Cap, Total Fee, Contract Amount, Construction Fee Percent, Construction Fee Value, from the UI and from the exported Excel file.
👉 Have feedback on the new Project Breakdown page? Head over to our Feedback Forum!