You can find Project, Client, or Portfolio Summary in the menu Information.
- Click here to go to directly to the Application Project Summary.
- Click here to go to directly to the Application Client Summary.
- Click here to go to directly to the Application Portfolio Summary.
The Project, Client and Portfolio Summary are three separate applications that work exactly the same way. With these applications you can get an overview of the budget, planning, actuals, progress, invoicing and files related to a project, client or portfolio.
When you open the application the last selected project, client or portfolio will be shown. To select another project, client or portfolio click the Filter icon on the right top of the page. You can navigate through the sections with the Section buttons on the middle of the page. You can always hide the Total and Filter section for full display of the data.
In User Profiles you can set which sections are available for which users. You can also determine if a user is allowed to see the cost price information in the Actuals section.
You can refresh the data by clicking the Refresh data button and export to Excel with the Export Excel button. To customize the fields that are shown you can click on the Fields button and check the fields you want to see. Here you will also find a description of each field.
If a project is a parent project (see Projects) then all associated projects are shown in the Detail section. After selecting a child project you can drill down with the Drill to project button. You can always go back to the parent project by using the link on the top of the page.
In the right sidebar you can set filter options. You can specify a range to the presented data with a start and end date. You can also enable the Use Actuals option with a cutt-off date. When you use this option the forecast fields in the Actuals section will be based on both actuals from the past and planning entries in the future.
- Export Excel
- Search Projects
<span; text-decoration: underline;">