Overview of Project Portfolio Report

If the report is set to Period then the date selector will be available. From there it is possible to change the months that the report is covering.

This setting can be found on the right of the data selection. It is possible to select “All Time” in the date picker to see your financial totals in your Project Portfolio Report. You can also select common date ranges like “Previous month”, “Current month”, and “Year to date” in a flash. 

The first setting on the right side of the report allows for any changes made to the report like a new name, new periods, and new data, to be saved. 

To the left of the save report button, it is possible to view who last edited the report and saved it. 

To the left of the Save Report button, the grouping functionality can be found. This functionality allows you to group the report by connected projects or programs. 

To the right of the 'save report' button is the export as CSV button. Clicking this will download the report in a CSV format. 

Important to note here that the CSV will NOT download the nested information but only the first layer of information.

The eye icon can be found next to the download as CSV button. 

From the eye icon, it is possible to enable or disable all of the information that can be displayed on the project portfolio report. 

If the month-by-month option is chosen then there will not be a lot of available options. However, it is possible to get different details from the Month by Month overview of your Project Portfolio Report. It is possible to review the financial figures broken down into Time, Expenses, and Total. The columns can be toggled on or off by clicking the Eye icon while on the Month by Month overview and not the Period overview.

Filters

Next to the eye icon is the filters button. 

It is possible to apply filters to narrow the view of projects that should be displayed in the report. 

This will display the actual revenue and the expenses for the selected dates(periods) or year(month by month).

Actual revenue is derived from the hours registered by the team members on a project X role rate X + price on planned past expenses. 

Actual Cost

This will display the actual cost for the selected dates(periods) or year(month by month).

Actual cost is derived from the all-time registrations X internal hourly cost + cost of past expenses. 

This will display the profit that the company has gained for the selected dates(periods) or year(month by month). 

This is calculated by taking actual billable time and expenses and subtracting actual cost. 

This will display the total planned billable time for the selected dates(periods) or year(month by month).

Planned billable time derives from the total hours estimated per project X Role Rate + price on all planned expenses. 

This will display the planned cost for the selected dates(periods) or year(month by month).

Planned cost derives from the task estimates X internal hourly cost + cost on all planned expenses. 

This will display the planned profit for the selected dates(periods) or year(month by month).

Planned profit derives from the planned billable time  -  planned cost. 

This will display the forecast billable time and expenses to complete for the selected dates(periods) or year(month by month).

Forecast billable time and expenses to complete derives from All remaining billable hours X Role Rate X Price on Future expenses. 

This will display the forecast cost to complete for the selected dates(periods) or year(month by month).

Forecast Cost to complete derives from the Remaining task estimate X internal hourly cost + cost on planned future expenses. 

This will display the forecast profit to complete for the selected dates(periods) or year(month by month).

Forecast profit to complete derives from the forecast billable time and expenses to complete and subtracting forecast cost to complete. 

This will display the total billable time at completion for the selected dates(periods) or year(month by month).

Total billable time at completion derives from the actual billable time and expenses spent to date + forecast billable time and expenses to complete. 

This will display the total cost at completion for the selected dates(periods) or year(month by month).

Total cost at completion derives from the actual cost + forecast cost to complete. 

This will display the total profit at completion for the selected dates(periods) or year(month by month).

Total profit at completion derives from the total billable time at completion - total cost at completion. 

This will display the invoiced amounts for the selected dates(periods) or year(month by month).

Invoiced amounts will appear if an invoice has been created and Sent for any of the projects. 

This will display the invoiced amounts paid for the selected dates(periods) or year(month by month).

Invoiced amounts paid will appear if the invoices that have been sent for a project have also been paid. 

This will display the total revenue recognition for the selected dates(periods) or year(month by month).

Total revenue recognition derives from the amounts of revenue that have already been recognized in projects where the budget allows for revenue recognition to take place.