Edition: Business + Insights Pro Add-on, Enterprise + Insights Pro Add-on
User-level: Permissions are set at an Organisation level by System Administrators
Who this is for: Project managers, principals, finance team
Dashboard Explained
Single-project deep dive: headline gauges, a monthly revenue-vs-cost trend, and a full Phase → Stage financial breakdown. Project Summary is the PM's primary tool for monitoring a project's financial health — fee, invoicing, and recovery status by stage, all in one screen.
Updated in Insights Pro: This dashboard existed in Analytics Plus as a single-project drill-through (Fee/Cap, Revenue, Residual, WIP, Recovery %, Profit % gauges with a Phase/Stage table), and has been substantially redesigned for Insights Pro.
How to use it
Open Project Summary before any project review meeting to confirm financial status. Drill from Phase into Stage in the table to check % of Fee at the right level of detail — any stage approaching or exceeding 100% needs a billing or variation decision. Watch the Invoiced Revenue vs Cost Incurred trend for stages where cost is outrunning revenue month over month. There's no resourcing (planned vs actual hours) or staff cost data on this page — for that, use Projects Resourcing instead.
Understanding your data
Key Fields | How it's Calculated |
Net Invoiced as % of Fee | Net invoiced revenue ÷ agreed fee/cap, for the selected project |
Recovery % | Invoiced revenue ÷ charge generated, for the selected project |
WIP 60+ Days vs Total WIP | WIP aged 60+ days, shown against total WIP, for the selected project |
Gross Profit % | Profitability of the selected project |
Invoiced Revenue vs Cost Incurred | Monthly trend comparing invoiced revenue against cost incurred, for the selected project |
Phase → Stage table | Agreed Fee/Cap, Fee/Cap, Net Invoiced, % of Fee, Residual, Forecast, Revenue, Invoiced Charge, Recovery % — one row per stage, drillable by Phase → Stage, with a Total row |
Visuals
Four gauge tiles (Net Invoiced as % of Fee, Recovery %, WIP 60+ Days vs Total WIP, Gross Profit %)
Invoiced Revenue vs Cost Incurred (monthly bar chart)
Phase → Stage financial table, with Total row
Filters
Office: filter by Project Office
Discipline: filter by Stage Discipline
Project Manager: filter by Project Manager
Project Status: filter by Project Status
Project Type: filter by Project Type
Cost Centre: filter by Stage Cost Centre
Stage Manager: filter by Stage Manager
Stage Status: filter by Stage Status
Stage Fee Type: filter by Stage Fee Type
Project: use this filter to select the single project this page focuses on