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Project Summary Tab- within the Project

  • 28 December 2020
  • 4 replies
  • 157 views
J
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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

 

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Best answer by bduprey51 14 July 2021, 14:27

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4 replies

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

M
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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
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Userlevel 3

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!

B
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@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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