Project Performance

Form ID: (PM654000)

Note:
This report is available only if the Construction feature is enabled on the Enable/Disable Features (CS100000) form.
The report shows the project gross profit as the difference between the actual revenue and actual costs of the project. Also, the report shows the following project performance metrics:
  • The ratio of the difference between the revised and actual costs to the revised costs of the project (% of Estimate Used)
  • The ratio of the revised project revenues to the actual incomes (% of Contract Billed)
  • The gross markup for the project, calculated as the ratio of its gross profit to its actual costs (Gross Markup)
  • The difference between the revised project revenue and its actual incomes (Outstanding to Bill)

See the following section for a description of each parameter on the Report Parameters tab of the report form. For more information about using other elements on the report form, see Reports.

Report Parameter

On the Report Parameters tab, you use the following parameters to select the information to be displayed on the report:

  • Project: The project whose performance metrics you want to review. You can select a project to view performance for this project, or leave the box blank to view the report for all projects. Projects with the Active, Suspended, and Completed status are available for selection.
  • Customer: The identifier of the customer for whom you want to view performance metrics. Select a customer to view the performance of this customer's projects, or leave the box blank to view the report for the projects of all customers.
    The list of customers available for selection may be limited based on the role or roles assigned to the user account to which you are signed in if the Customer and Vendor Visibility Restriction feature is enabled on the Enable/Disable Features (CS100000) form. In this case, the Restrict Visibility To box appears on the Financial tab of the Customers (AR303000) form. With the feature enabled, a customer is available for selection if one of the following is true:
    • The Restrict Visibility To box is empty for the customer—that is, the customer’s visibility is not restricted.
    • A branch, company, or company group is specified in the Restrict Visibility To box for the customer, and your user account has the role specified in the Access Role box of the Configuration Settings section of one of the following: the Branch Details tab of the Branches (CS102000) form for the branch, or the Company Details tab of the Companies (CS101500) form for the company or a company within the company group.
  • Project Manager: The project manager for which you want to view information. You can select a project manager to view the performance of the projects assigned to this project manager, or leave the box blank to view the report for the projects of all project managers.
  • Show Active Projects Only: A check box you select to include only active projects and their details in the report.