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Project Overview

The Project Overview Dashboard provides a high-level summary of project financial performance, cost estimation, and budget tracking. It enables project managers and finance teams to monitor project profitability, track cost commitments, and analyze budget variances in real time.

Key Performance Indicators (KPIs)​

  • Budget Sales Amount: The projected revenue for the project based on the budgeted expectations.
  • Budget Cost Amount: The estimated total cost required to complete the project, including labor, materials, and other expenses.
  • Budget Margin Amount: The expected profit or loss from the project, calculated as Budget Sales Amount - Budget Cost Amount.
  • Provisional Sales Amount: The actual revenue earned from the project to date, helping track progress against budgeted targets.
  • Provisional Cost Amount: The actual costs incurred for the project so far, providing insights into expenditure tracking.
  • Provisional Margin Amount: The real-time margin of the project, calculated as Provisional Sales Amount - Provisional Cost Amount, indicating profitability.
  • Revised Labor Progress: A percentage value that reflects the completion progress of labor efforts against the total estimated workload.
  • Budget vs Total Estimation: Compares the initial project budget against the total estimated cost, identifying cost overruns or savings.
  • Consumed Load vs Revised Load: Analyzes the actual work completed versus the revised estimates, helping manage workload distribution.
  • Total Cost Estimation Broken Down by Cost Type: A visual representation of project costs across various categories such as labor, materials, and overhead expenses.
  • Cost and Margin Breakdown by Project Task: Displays budgeted vs. committed costs, actual spending, and profit margins at a detailed task level.

Benefits of this Dashboard​

  • Comprehensive Project Financial Tracking: Provides a complete view of project revenues, costs, and profitability in a single dashboard.
  • Improved Budget Management: Helps track variances between estimated, committed, and actual costs to ensure financial control.
  • Enhanced Revenue and Profitability Insights: Compares budgeted and provisional sales, allowing early identification of financial risks.
  • Optimized Resource Allocation: Tracks labor progress and workload consumption to improve project efficiency and planning.
  • Real-Time Decision Making: Offers actionable insights into project performance, cost overruns, and margin fluctuations, enabling proactive management.

Filtering​

You can filter the dashboards using these filtering panels:

  • Currency
  • Project State
  • Project
  • Project Budget
  • Project Task
  • Customer
  • Sales Rep