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
Comprehensive single-project report: headline gauges (including Earned Value Management), revenue/cost trends, a full stage-level financial table, and supporting Transactions, Invoices, and Timesheet Hours detail. Project Report is the most detailed single-project view in Insights Pro — it brings financial, schedule, and time data for one project onto a single page.
Note: This report is for a single project only. Until a project is selected via the Project filter, the page will be empty.
How to use it
Open Project Report for the single most complete financial and schedule picture of a project — use it in place of switching between Project Summary, Project Budget Detail, and Timesheet Detail when you need everything in one place. CPI and SPI give an Earned Value read on cost and schedule performance that isn't available elsewhere — a CPI or SPI below 1.0 signals the project is running over budget or behind schedule respectively, even if simple Recovery % or invoicing progress still looks fine. Use Slice By to change how the financial table is grouped, and use the Transactions, Invoices, and Timesheet Hours tables to trace a headline figure back to the individual entries behind it.
Understanding your data
Key Fields | How it's Calculated |
Net Invoiced as % of Fee | Net invoiced revenue ÷ agreed fee/cap, period-to-date (PTD), for the selected project, shown against a target |
Recovery % | Invoiced revenue ÷ charge generated, PTD, for the selected project, shown against the Net Invoiced as % of Fee target |
Gross Profit % | Revenue less standard cost as a % of revenue, PTD, for the selected project, shown against your organisation's configured Target Gross Profit % |
Total Charge vs Budget | Charge as a percentage of Budget, PTD, for the selected project |
CPI (Cost Performance Index) | Earned Value Management measure — planned cost of work performed ÷ actual cost, for the selected project, shown against a target. Above 1.0 means the project is running under budget for the work completed |
SPI (Schedule Performance Index) | Earned Value Management measure — planned cost of work performed ÷ planned cost of work scheduled, for the selected project, shown against a target. Above 1.0 means the project is ahead of schedule |
Financial table | Agreed Fee/Cap, Fee/Cap, Budget Less Charge, Budget vs Charge % (PTD), Charge (PTD), Standard Cost (PTD), Gross Profit / GP % (PTD), Invoiced Charge (PTD), Net Invoiced (PTD, and as % of Agreed Fee/Cap), Recovery % (PTD), Residual (PTD), Revenue (PTD), WIP (PTD) — one row per stage, grouped by the selected Slice By dimension |
Transactions table | Transaction Type, Revenue Total Ex Tax, Target Charge Total, Units, Value Total — both as totals and by Transaction Date |
Invoices table | Contact Name, Invoice Date, Invoice Due Date, Invoice Number, Invoice Amount Ex/Inc Tax, Debtors Inc Tax (and Overdue) |
Timesheet Hours table | Staff Name, Timesheet Hours by Week (1–4) and PTD, alongside Chargeable Charge (PTD) |
Visuals
Project details card (Number, Name, Manager, Primary Contact Name, Start/End Date, Status)
Six gauge tiles (Net Invoiced as % of Fee, Recovery %, Gross Profit %, Total Charge vs Budget, CPI, SPI)
Invoiced Revenue vs Cost Incurred (clustered column, monthly)
Invoiced Revenue vs Cost Incurred (line chart, switchable to FY/FY Qtr/Week granularity)
Invoiced Revenue, Charge & Cost Incurred (line chart, three series, Month End basis)
Stage-level financial table, grouped by Slice By
Transactions table
Invoices table
Timesheet Hours & Charge table (Staff Name × Week, with Chargeable Charge)
Filters
Discipline: filter by Stage Discipline
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
Slice By: choose the dimension the financial table is grouped by
Unlike most other Projects pages, there is no expanding filter panel here — the filters listed above are the complete set available on this page.
Toggles
Invoiced / Total Standard Cost: switches whether Cost is based on Invoiced cost or Total Standard Cost. This flows through to Gross Profit and GP %, which will change depending on the selection
Units / Thousands / Millions: switches the value scale used across the page