In this article we will go through the Projects Report. This report gives a quick overview of key indicators for each of your reports including hours worked, total costs, invoiced amounts and total revenue.
This report works the same way as any other report in Moment, with default columns and the possibility to add or remove more columns to the report. There is also the possibility to change the time intervals for the report.
A few more filter options are worth mentioning: you can filter your report by Project Tags, depending on the way you have set your tags, this will allow you to select a very specific cross section of your projects if needed. You can read more about Project Tags here.
You can also search for specific projects in the "search field".
It is also possible to limit your view to projects with a certain type of price model. See picture below:
In this section we will explain the meaning of the columns available in the project report under "show columns"
Due to the large amount of data retrieved by this report, it might take a while before this report loads properly. We strongly recommend you to select a default view that contains a smaller amount of data for this report.
Amount left to be invoiced depending on estimates defined on the price models. For example, if you have a fixed price plan on a project, and you have 5000 GBP to invoice left, then this amount should be displayed in the column. This will also include amounts specified on price models created from offers.
This calculates the value of the hours needed on a fixed price model in order to match the specified fee. Useful if you want to see that your fixed price models are costing you more than they are bringing in. For example: A price model that has specified a fee of 10000 NOK but has the value of this hours set at 1500 each, if you work 5 of these hours the "alternate cost" of this hours would be 7500. The report will then display a value of -2500, meaning that if you work more hours than estimated, then you would be losing money on a fixed price, since invoicing hourly would give you more revenue.