Project Summary

The Project Summary report summarizes all projects. Managers can use this report to review project status and due dates along with the percentage complete.

Permissions Required for this Report

In the staff profile, staff must be assigned to a security group that is granted View functional rights for the following:

• Security group profile > Functional rights > Reports > Shared Library > Shared Views
• Security group profile > Functional rights > Reports > Firm Library > Custom
• Security group profile > Functional rights > Reports > Firm Library > Standard > Firm
• Security group profile > Functional rights > Reports > Firm Library > <report name>
• Security group profile > Functional rights > Administration Manager > Client Manager > Client profile

Reports in Foundation that are Comparable

In Practice Management, the comparable report is Due Date List. In Practice Advantage, the comparable report is Project List.

Report Specifications

The following report options and filters are available to help determine the report contents.

Options and Settings
Option	Setting	Description
Show Start Dates	List	Determines the start dates to include. The options are Actual Only, Planned Only, Both, and None.
Show Finish Dates	List	Determines the finish dates to include. The options are Actual Only, Planned Only, Both, and None.
Show Status	Yes/No	Includes or excludes the status of the project.
Show Percent Complete	Yes/No	Includes or excludes the percentage complete for the project.
Show Workstep	Yes/No	Includes or excludes the worksteps for the project.
Show Milestone Date	List	Determines the milestone date to include. The options are No Selection and or any milestone date set up in Workstream Lists.
Include Deleted Clients	Yes/No	Includes or excludes deleted client information.

Default Filters
Field Name	Operator	Value
Project Status	=	All

Optional Filters
Available Fields
Business Code	Project	Project Original Due Date
Client	Project Actual Finish	Project Original Planned Finish
Client Bill Manager	Project Actual Hours	Project Planned Finish
Client Business Unit	Project Actual Start	Project Planned Start
Client ID	Project Bill Manager	Project Priorities
Client ID.Sub ID	Project Budget Hours	Project Prospective
Client Name	Project Business Unit	Project Region
Client Office	Project Complexity	Project Status
Client Primary Service Type	Project Extension 1 Date	Project Team
Client – Principal	Project Extension 2 Date	Project Template
Client Region	Project File Holder	Project Type
Client Sub ID	Project Frequency	Return Group
Client Type	Project ID	Roles
Est. Percentage Complete Per Est. Hours	Project Master	Sort Name
Estimate Percentage Complete Per Budget	Project Missed Dates	Statutory Due Date (Project)
Line of Business	Project Name	Tax Type
Manager	Project Office	Works from the Pool
Milestone Date	Project On Hold	Workstep
Primary Partner	Project On Hold as of Date

Note: The Manager and Primary Partner field names are the default values defined for client responsible staff. The first ten client responsible staff List values that are defined by your firm are available field options.

Grouping
Available Fields
Business Code	Client Sub-ID	Project Office
Client	Client Type	Project Region
Client- Principal	Line of Business	Project Status
Client Bill Manager	Manager	Project Team
Client Business Unit	Primary Partner	Project Template
Client ID	Project	Project Type
Client ID.Sub-ID	Project Business Unit	Return Group
Client Name	Project File Holder	Roles
Client Office	Project Frequency	Sort Name
Client Primary Service Type	Project ID	Tax Type
Client Region	Project Name

Note: The Manager and Primary Partner field names are the default values defined for client responsible staff. The first ten client responsible staff List values that are defined by your firm are available field options.

Important: A selected client responsible staff value must be assigned to a project workstep for that project to be properly grouped.

Sorting
Available Fields
% Complete Per Budget (Project)	Original Target (Project)	Project ID
% Complete Per Budget (Workstep)	Original Target (Workstep)	Project Name
Actual Finish (Workstep)	Planned Finish (Project)	Project Status
Actual Start (Project)	Planned Finish (Workstep)	Statutory Due Date (Project)
Actual Start (Workstep)	Planned Start (Project)	Workstep
Client	Planned Start (Workstep)	Workstep Order

Report Fields

The following fields are available for this report. The fields that display and the position of fields are based on the report's settings, grouping, sorting, and filters.

Report Fields
Field	Description
Project ID	The project ID.
Project Name	The project name.
Client	The client name and ID assigned in the project in Client Name (ClientID.Sub ID) format.
Workstep	The workstep name and workstep ID of the project.
Actual Start	The actual start date of the project or workstep.
Planned Start	The planned start date of the project or workstep.
Actual Finish	The actual finish date of the project or workstep.
Planned Finish	The planned finish date of the project or workstep.
Original Target	The original target date of the project or workstep.
Statutory Due Date	The statutory due date of the project.
Milestone Date	The milestone date for the project, based on your selection in Options and Settings. If you chose No Selection, this field will not display. The other available options are based on the created milestone dates, which are managed in Workstream.
Project Status	The current project status.
% Complete per Budget	The actual hours of the project or workstep divided by the budget hours of the project.

Project Summary Sample Report