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Project Summary Tab- within the Project

  • December 27, 2020
  • 4 replies
  • 186 views

It would be very useful to have a single tab within the Project that pulled in key metrics that every project manager needs to be aware. All of this information exists in Acumatica- but not in one place where a PM can get an overview.

 

On this tab I would want the following metrics:

Current Contract Value, Budgeted Cost, Projected Cost at Completion, Gross Margin Budget, Gross Margin Projected, Billed to Date, Open AR, Cost to Date, Open AP, Overbilled/Underbilled status, Committed Costs, Earned Revenue, Earned Margin

 

Best answer by bduprey51

@jwiebke89 John, please add this to the Product Idea section so users can vote for it.  You’ve made some good points.

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4 replies

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  • Freshman II
  • 18 replies
  • December 28, 2020

Or...if we could add it to some “white space” in the Job Header...


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  • Jr Varsity II
  • 12 replies
  • January 9, 2021

A small customization project adding specific side panels to the screen might be best solution. This mod is very simple once learned.

i am finding side panels to be the best tool when I want to add data views to existing screens.


ashtonwilliams96
Jr Varsity II

Hi,

 

You mentioned “Gross Profit Projected”.  I assume this is original Gross Profit, plus/minus the change from the projected costs to complete?  If so, which report is running this for you?  My understanding is that the projections made in Acumatica do not affect Gross Profit.

 

Thanks!


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  • Jr Varsity III
  • 41 replies
  • Answer
  • July 14, 2021

@jwiebke89 John, please add this to the Product Idea section so users can vote for it.  You’ve made some good points.


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