Edition: Enterprise
User level: Director and above
Previous steps: N/A
The Projects dashboard will help you keep track of key project areas like WIP, fee/Cap by different subcategories including cost centre, client, discipline and project type.
The following is included in the Projects dashboard:
WIP by project manager
This widget shows the sum of the project fees that have been assigned to a given Office or Project Manager.
It's the total “Display Value“ for all of the projects that are not internal and that have a project created date between the filtered dates (chosen on the bottom right corner of the report “created date“ filter). The graph is listed by Project Manager in a plotted form in the widget.
Fee/Cap by Client
This widget will show the sum of the Project Fees that belong to a single Primary Contact.
It's the total “Display Value“ for all of the projects that are not internal and that have a project created date between the filtered dates (chosen on the bottom right corner of the report “created date“ filter). The graph is listed by client in a plotted form in the widget.
Fee by Project Type
This widget will show the sum of fees that have been generated filtered by our customised list of Project Types.
It's the total “Display Value“ for all the projects that are not internal and that have a project created date between the filtered dates (chosen on the bottom right corner of the report “created date“ filter). The graph is listed by Project type in a plotted form in the widget.
Fee by Cost Centre
This widget shows the sum of fees that have been generated filtered by synergy's standard or your customised list of Cost Centres.
It's the total “Display Value“ for all the projects that are not internal and that have a project created date between the filtered dates (chosen on the bottom right corner of the report “created date“ filter). The graph is listed by Cost Centre in a plotted form in the widget.
Fee by Discipline
This widget shows the sum of fees that have been generated filtered by our customised list of Disciplines.
It's the total “Display Value“ for all the projects that are not internal and that have a project created date between the filtered dates (chosen on the bottom right corner of the report “created date“ filter). The graph is listed by Disciplines in a plotted form in the widget.
Project Totals Summary:
This widget shows a list of all projects and is a total summary (except the internal project). It can filtered by project status, project created date, stage status and office.
Project Number
Project Name - Short
Stage Value
Project Status
Agreed Fee/Cap
Fee/Cap
Total Charge
Net Invoiced
Residual
WIP
Net Residual
Write off
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What other features does this relate to?