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The Project Summary Report is a dynamically produced overview of the project with a focus on actuals vs. estimates. This same report is copied and appended with comments from the project manager to produce the Management Report, which then becomes the basis of Executive Project Portfolio Reports.
Right-click on the project you wish to run the report for.
Select Project Summary Report from the pop-up menu.
The report will open in a new window.
Project Information: Taken from the project information, this section includes such fields as Start Date, End Date, Actual End Date, Percent Complete, and Priority. Also included here is the Tasks Rollup % Complete, which is calculated based on Estimated Hours weighted against % Complete for all Tasks. The Time Sheet Hours To-Date is calculated from time sheets, while the Reported Hours To-Date is entered by editing the project itself. The Project Charter fields that are displayed are selected based on the items that Management would like to see 'published' to reports.
Financials: This section combines financial information from Budgets, Costs, Benefits, Tasks, and Time Sheets.
Analysis
Unplanned Budget $: Budget minus Planned amount.
Unplanned Budget %: Unplanned Budget $ / Budget.
Unspent Budget $: Budget minus Actual amount.
Unspent Budget %: Unspent Budget $ / Budget.
Unspent Planned $: Planned amount minus Actual amount.
Unspent Planned %: Unspent Planned $ / Planned.
Time Sheets vs. % Complete Progress: This series of indicators represents the reported task progress (i.e. % Complete) versus the amount of time charged to tasks. It does not attempt to monitor progress against due dates, but rather effort versus progress. For example, if a task estimated as 100 hours is marked as 40% complete, it is anticipated that 40 hours would have been charged so far. If the time charges are 40 hours or less, the status is green. If the time billed is within 10% of the anticipated amount (i.e. less than 44 hours), the status is yellow. Otherwise, the status is red.
Salaried Employee Progress: This includes all task assignments to people in the Roster marked as Salaried Employees.
Internal Consultant Progress: This includes all task assignments to people in the Roster marked as Internal Consultants.
External Consultant Progress: This includes all task assignments to people in the Roster marked as External Consultants.
Overall Consultant Progress: This combines the measurement for task assignments to people in the Roster marked as either Internal Consultants or External Consultants.
Budgets, Costs, and Benefits: This bar graph shows Budget, Planned Cost, Actual Cost, Planned Benefit, and Actual Benefit relative to one another.
Phases: This section is a snapshot of the Phases section of the project information.
Project Summary
Report