The information available on the Summary pane is available regardless of which tab in the
Projects hub you are currently viewing. The information can be customized by your administrator to suit the needs of your team. Amounts are for WBS1. On refresh,
DPS updates plan dates, costs and billing summaries, and labor multipliers.
The WBS level that you are viewing does not affect the layout of fields, but it can change the information displayed in certain fields. For example, on the Summary pane, the project number is the same regardless of the level that you are viewing, but contract start and end dates can be different at the project, phase, and task levels.
If you navigate to a different WBS level using the Project Structure dialog box, the data refreshes to reflect the database values for the selected level. When a field contains the same data at each level, you can edit that field only at the project level. For those fields that contain different data at each level, you can also edit the fields at the phase and task levels, if you have the proper security rights at the project level.
| Field | Description |
|---|
| Project Number
|
DPS disables this field when you are editing an existing project. To change the number for an existing project, you must use a key convert.
DPS can automatically generate a project number for you if you have enabled auto numbering on the
Numbering tab of
. Your configuration settings determine whether you have the ability to override an auto number.
|
| Status
|
Use this drop-down list to select the
project's status. The status determines where you can view or select this
project in other parts of the user interface.
The status settings are:
-
Active: You can use the
project in any transaction that requires a
project number.
-
Inactive:
DPS displays a warning if you try to use the
project in any transaction that requires a
project number. You must decide whether to proceed with the transaction after you receive the warning.
- Dormant:
DPS prevents you from using the
project number in any transaction that requires a
project number, except for receipt, invoice, and historical data entry, and bill processing.
DPS displays a warning when you process receipts, invoices, historical data, and bills, but you can complete the transaction. A dormant project cannot be added to a line on a time sheet or an expense report.
- Purged
|
|
Project Type
|
Use this drop-down list to select the
project type. The items in the drop-down list are entered in the
Project Type (CFGProjectType) code table in
.
The
project type is different from the
project's charge type (on the Accounting tab), which indicates whether the
project is a regular, overhead, or promotional
project.
|
| Responsibility
|
Select your firm's responsibility or role for the opportunity (for example,
Prime,
Subcontractor,
Unknown). Type one or more characters to select from a list of responsibilities that contain those characters, or use the drop-down to select from the full list of responsibilities. When you create a project from an Opportunity,
DPS populates this field with the value from the Opportunity.
|
| Plan Status
|
This field displays the status of the
project's plan:.
Published: The plan has been published. No unpublished changes exist for the plan.
Not Published: The plan includes unpublished changes.
|
| Start - End
|
This field displays the start and end dates for the
project. The dates update as you navigate the WBS. The dates are based on the Contract Start (Initial Dates) and
Estimated (Completion Dates) in the Dates and Costs tab. These dates may differ from the dates on the Planning view because planned dates may be outside the contract date range. Only one or no dates display if one or both are not available for the
project in the
Projects hub.
DPS disables the start and end dates when you are adding or editing a project, since these fields also exist on the
Dates & Costs tab.
|
| Project Level Summary
|
The amounts displayed in the fields under this heading will vary depending on whether you display amounts at billing or at cost. The currency could vary also.
| Field | Description |
|---|
| Show
|
This field displays
Billing or Cost to indicate whether the amounts you are viewing are at billing or at cost.
If you select
Cost and Billing in
Budget Type in the Plan Settings dialog box, both
Billing and
Cost are available, and you can switch between them. When you switch, the form's grids and charts update to reflect your selection.
If your enterprise uses multiple currencies, the currency in use is indicated next to the
Show option. The project cost currency is always used when viewing projects, plans, and budgets at cost. A configuration setting that your system administrator selects determines whether project cost currency or billing currency is used when you view projects, plans, and budgets at billing.
When you display cost amounts, some information may not display if your security role does not provide access rights to labor cost rates and amounts.
|
| Contract
|
This field displays the total contract amount, at billing or at cost: Labor + Expenses +
Consultants.
|
| JTD
|
This field displays the value, at billing or at cost, of the charges to direct, indirect, and reimbursable labor, expense, and
consultant
accounts for all posted and unposted transactions and committed purchase orders through today.
Calculation:
JTD = Posted and unposted labor, expenses, and
consultants + committed purchase orders + other posted expense charges.
Your security role's access rights to labor cost rates and amounts determines whether or not you can view
JTD labor at cost.
|
| ETC
|
This field displays the total
estimate-to-complete (ETC) amount, at billing or at cost, that is required from tomorrow through the end of the plan to complete the
project.
ETC amounts at the
project level are the sum of
ETC amounts calculated at the resource level.
ETC amounts for expenses and
consultants are calculated as follows:
- Expenses: If Planned expenses -
JTD expenses is greater than 0, then
ETC expenses = Planned expenses -
JTD expenses. If Planned expenses -
JTD expenses is less than or equal to 0, then
ETC expenses = 0.
- Consultants: If Planned
consultants -
JTD
consultants is greater than 0, then
ETC
consultants = Planned
consultants -
JTD
consultants. If Planned
consultants –
JTD
consultants is less than or equal to 0, then
ETC
consultants = 0.
Note: Expense
ETC does not exist when the Expense planning page is hidden.
Consultants
ETC does not exist when either the
Consultants planning page is hidden or it is enabled but you are viewing a promotional or overhead
project.
If a
project is mapped on multiple plans that have the
Include in Utilization and
Project Reports option selected, totals are the combined values.
Your security role's access rights to labor cost rates and amounts determines whether or not you can view labor
ETC at cost.
|
| EAC
|
This field displays the total
estimate-at-completion (EAC) amount, at billing or at cost, that is required from tomorrow forward through the end of the plan. The total
EAC amount is the sum of the labor, expenses, and
consultants
JTD +
ETC amounts from their respective Planning pages.
If a
project is mapped on multiple plans that have the
Include in Utilization and
Project Reports option selected, totals are the combined values.
Your security role's access rights to labor cost rates and amounts determines whether or not you can view labor
EAC at cost.
|
|
| Labor Multipliers: Target
|
This multiplier is used as the basis for evaluation against the labor
EAC multiplier. The multiplier represents how much revenue is anticipated for each labor cost dollar spent on a
project. This field displays the multiplier in
Target Multiplier in the Plan Settings dialog box. If the
project has no plan, no multiplier displays.
If a
project is mapped to multiple plans that have the
Include in utilization and
project reports option selected,
DPS shows the target multiplier from the plan with the earliest creation date.
|
| Labor Multipliers:
EAC
|
The
estimate-at-completion (EAC) labor cost amount is the cost value of the hours worked through today and the remaining planned hours. To determine the multiplier, this calculation is used: Direct labor from the Budget & Revenue tab in the
Projects hub divided by the
EAC labor.
Only the
EAC cost amounts from plans in utilization are included in the calculation. All plans are marked to Include in utilization and
project reports.
Your security role's access rights to labor cost rates and amounts determines whether or not labor
EAC multipliers display.
|
