Project Progress Dashpart

Use the Project Progress dashpart to view the overall percent complete for project labor, expenses, and consultants, which enables you to quickly assess where you stand on the project through the job-to-date (JTD) date.

About job-to-date (JTD) date: If the Accounting module or Time & Expense module is activated, the JTD date is the current date. If neither of those modules is activated, the JTD date is normally the date of the latest JTD record in the database, but your system administrator can specify a different JTD date temporarily.

Contents

The amounts on this dashpart display at billing or cost, depending on the option you select in the upper-right corner of the dashboard. Whether both options are available depends on the budget type selected for the project plan. If both Billing and Cost options are available, you can switch between them, and the chart's information will update accordingly.

If your firm uses multiple currencies, the currency in use is indicated next to the Billing or Cost option. The project cost currency is always used when viewing projects and plans at cost. A configuration setting that your system administrator selects determines whether project cost currency or billing currency is used when you view projects and plans at billing.

When you select the Cost option, some information may not display if your security role does not provide access rights to labor cost rates and amounts.

Field

Description

Project Progress Bars

The JTD and estimate-to-complete (ETC) bars display what percent of the total planned amounts for labor, expenses, and consultants is complete through today, and what percent remains. Calculation of JTD %: (JTD/(ETC + JTD)) x 100 Calculation of ETC %: (ETC/(ETC + JTD)) x 100 The JTD amounts are the sum of all labor charges on posted and unposted transactions plus the sum of all expense and consultant-related charges and committed purchase orders, through the JTD date. The ETC amount is the sum of ETC amounts for planned labor, expenses, and consultants from the day after the JTD date through the end of the plan. You can view a summary of the percentages for each part of the project. You can also hover over each progress bar to view a summary of the amounts that are used to calculate the percentages. If there is JTD but no planned amount, the bar displays Nothing planned.