Project Profitability Grouped
Revenue recognized vs. cost (labor at cost rate + expenses + subcontractor spend) per project, rolled up to Practice, Office, and Program. Drills into top and bottom 10% margin projects.
From Engagements
- Project Management PSA
- Reports and analytics
Reports for the questions your team asks
Review utilisation, delivery progress and reconciled project economics.
Overview×
Project Management PSA · Overview
Project Management PSA dashboard
This quarter
Timesheets in view
6Total hours
240Projects by status
How far records got this quarter
| Stage | Reached | Step | |
|---|---|---|---|
| Planning | 41 | ||
| Active | 14 | 34% | |
| On hold | 6 | 43% | |
| Closed | 2 | 33% |
Health score by status
Sample totals per stage
Decisions supported
Utilization & Bench Grouped
Billable hours ÷ capacity hours per consultant, rolled up to Role, Practice, Office, and firm total. Split into billable, non-billable chargeable (training, pre-sales), and bench. Forward 12-week view alongside trailing 13.
From Resources
Revenue Backlog / Pipeline-to-Bookings List
Contracted-but- unrecognized revenue by project and expected recognition month, plus CRM pipeline weighted by close probability to surface the bookings pipeline feeding forward quarters.
From Engagements
Billings vs Collections List
Invoiced, collected, and outstanding per client and per project, aging buckets (current, 30, 60, 90+). Feeds AR follow-up.
From Engagements
Time Compliance List
Timesheet submission and approval timeliness per consultant and per practice: submitted on time, submitted late, not submitted, average days to approve. Feeds performance conversations and close cadence.
From Resources
Budget vs Actual per Project List
Per project: budget hours vs. actual, budget cost vs. actual, burn curve (earned value style), and variance at completion estimate.
From Engagements
Change Order Impact List
Sum of approved change orders per project with amount delta and hours delta, categorized by Type. Highlights projects where change orders now exceed baseline.
From Client portal
Subcontractor Spend Grouped
Spend per subcontractor, rolled up to project and practice, with on-sell margin (client bill rate − pay rate) × hours. Flags POs trending against not to exceed.
From Engagements
Portfolio Health Scorecard Grouped
Health score distribution (Green/Amber/Red) with contributing dimensions (schedule, budget, scope) across Programs, Practices, and Offices. Time-series view of health trend.
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