Project Profitability
Revenue recognized vs. cost (labor at CostRate + expenses + subcontractor spend) per project, rolled up to Practice, Office, and Program. Drills into top and bottom 10% margin projects.
Engagements · View preview
Reports and analytics
Review utilisation, delivery progress and reconciled project economics.
Utilization & Bench
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.
Resources · View preview
Revenue Backlog / Pipeline-to-Bookings
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.
Billing · View preview
Billings vs Collections
Invoiced, collected, and outstanding per client and per project, aging buckets (current, 30, 60, 90+). Feeds AR follow-up.
Billing · View preview
Time Compliance
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.
Timesheets · View preview
Budget vs Actual per Project
Per project: budget hours vs. actual, budget cost vs. actual, burn curve (earned value style), and variance at completion estimate.
Change Order Impact
Sum of approved ChangeOrders per project with AmountDelta and HoursDelta, categorized by Type. Highlights projects where change orders now exceed baseline.
Changes and subcontractors · View preview
Subcontractor Spend
Spend per subcontractor, rolled up to project and practice, with on-sell margin (ClientBillRate − PayRate) × hours. Flags POs trending against NotToExceed.
Timesheets · View preview
Portfolio Health Scorecard
HealthScore distribution (Green/Amber/Red) with contributing dimensions (schedule, budget, scope) across Programs, Practices, and Offices. Time-series view of health trend.
Engagements · View preview
No reports are assigned to this role. Select Everyone to see all reports.
Decisions supported
Keep operational billability separate from collection and accounting acknowledgment. Reports use the applicable period, currency, legal entity and role scope; upstream CRM pipeline and finance inputs remain configured dependencies.
Project Profitability
Revenue recognized vs. cost (labor at CostRate + expenses + subcontractor spend) per project, rolled up to Practice, Office, and Program. Drills into top and bottom 10% margin projects.
YouStatusPlanningActive
Utilization & Bench
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.
StatusOpenProposed
Revenue Backlog / Pipeline-to-Bookings
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.
PendingApproval
- INV-24231 PRJ-12658 2 d
- INV-74052 PRJ-11944 1 d
- INV-90630 PRJ-25258 7 d
- INV-65361 PRJ-64230 3 d
- INV-26982 PRJ-69918 3 d
INV-24231
- Project
- PRJ-12658
- Client
- CUS-113
- PreparedBy
- CNS-2074
- InvoiceDate
- 15 Sep
- TotalAmount
- 17,366.29
Approval waits for the accounts.
Billings vs Collections
Invoiced, collected, and outstanding per client and per project, aging buckets (current, 30, 60, 90+). Feeds AR follow-up.
PendingApproval
- INV-24231 PRJ-12658 2 d
- INV-74052 PRJ-11944 1 d
- INV-90630 PRJ-25258 7 d
- INV-65361 PRJ-64230 3 d
- INV-26982 PRJ-69918 3 d
INV-24231
- Project
- PRJ-12658
- Client
- CUS-113
- PreparedBy
- CNS-2074
- InvoiceDate
- 15 Sep
- TotalAmount
- 17,366.29
Approval waits for the accounts.
Time Compliance
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.
SubmittedYou
- TMS-62540 CNS-3793 in 2 d
- TMS-15138 CNS-1972 in 6 d
- TMS-22692 CNS-6310 in 2 d
- TMS-76314 CNS-6374 in 5 d
- TMS-86276 CNS-4613 in 10 d
TMS-62540
- Consultant
- CNS-3793
- PeriodStart
- 19 Sep
- TotalHours
- 40.00
- BillableHours
- 32.00
- SubmittedAt
- 18 Sep
Budget vs Actual per Project
Per project: budget hours vs. actual, budget cost vs. actual, burn curve (earned value style), and variance at completion estimate.
StatusActiveClosedhas budget cost
Change Order Impact
Sum of approved ChangeOrders per project with AmountDelta and HoursDelta, categorized by Type. Highlights projects where change orders now exceed baseline.
StatusPendingInternalPendingClient
Subcontractor Spend
Spend per subcontractor, rolled up to project and practice, with on-sell margin (ClientBillRate − PayRate) × hours. Flags POs trending against NotToExceed.
SubmittedYou
- TMS-62540 CNS-3793 in 2 d
- TMS-15138 CNS-1972 in 6 d
- TMS-22692 CNS-6310 in 2 d
- TMS-76314 CNS-6374 in 5 d
- TMS-86276 CNS-4613 in 10 d
TMS-62540
- Consultant
- CNS-3793
- PeriodStart
- 19 Sep
- TotalHours
- 40.00
- BillableHours
- 32.00
- SubmittedAt
- 18 Sep
Portfolio Health Scorecard
HealthScore distribution (Green/Amber/Red) with contributing dimensions (schedule, budget, scope) across Programs, Practices, and Offices. Time-series view of health trend.
YouStatusPlanningActive