Performance Summary Graph : Rapport 3

To access the Performance Summary Graph, go to the Performance Summary Panel on the Home screen. Click the icon and this will load the below screen:

The various lines show cumulative figures of a project.

It can indicate the state of the project in several ways such as:

Are our costs (the red line) exceeding our maximum (target budget) or what we had planned in for people, subconsultants and expenses (green line)?
Are our costs (the red line) so low that it is likely that we have not started work to the degree we had planned (green line)?
Are our invoices (yellow bars) going out as planned and reaching the level of our forecast (yellow line)?
Is what we had planned regarding costs (green line) in excess of our target budget or the intended fee (blue line)?
Where will our costs end up (red dotted line) based around how far the project is thought to have gone?

Trace Definitions:

Auto Fee Profile - is the fee you intended to bill your client for (not including any recharges) set on the project (Projects, Fee/budget plan, Workstage’s, Workstage fees beak down). The fee is spread out as per the dates of the Workstage’s (Projects, Fee/budget plan, Workstage’s, Workstage Dates and Durations).

Budget Profile - is what you have planned to spend. So, it includes amounts on the Labour, Expenses and Subconsultants plans (Projects, Fee/budget plan, Workstage’s, Labour plan/Expenses /Subconsultants plan). You can choose to include subconsultant recharges if you wish via the include sub-consultants option at the top of the screen (i.e., you can see the project if or if not those costs were recoverable or not).

The Target Budget - shows the maximum amount of budget you intended to make. Each Workstage has set against it a target project margin (Projects, Fee/budget plan, Workstage’s, Workstage fees beak down) so if it were 20% for all Workstage’s you would be able to spend 80% of the fee before it cut into your intended margin. The Target budget represents this spread out over the Workstage timelines (Projects, Fee/budget plan, Workstage’s, Workstage Dates and Durations).

Total Actual Costs - is the costs that the project has actually incurred i.e., based on Timesheet entries, Expenses, Purchase invoices. You can remove recharges sub-consultants amounts via the include subconsultants option at the top of the screen.

Total Projected Costs - is the predicted spend on the project. It is based upon the WIP% figure manually entered into the system by the project runner to reflect how far each work stage has gone (Projects, Fee/budget plan, WIP).

Billing Profile - is what has been planned to be billed on a month-by-month basis (Projects, Fee/budget plan, Billing plan).