PROJECT metrics

Forecast

Thomas Bolvig Amorøe avatar
Written by Thomas Bolvig Amorøe
Updated over a week ago

General

1. "Open" are projects in status: "Planning", "Running", or "Halted"

2. "Closed" are projects with status: "Done"

3. "Opportunity" projects are hence NEVER included in any dashboard

Budget (B)

Total Budget, but only when type "FIXED PRICE" (as budget value is not available for any other type).

Spend (S)

The sales value of all time entries and expense items. If there is no sales value available for an expense item, cost price is used instead.

Invoiced (I)

The sum of sales invoices (excl. VAT/taxes) with status "Sent".

Specifics for "Overview" dashboard

ONLY billable projects are included (i.e. all projects where budget type is not "Non-billable")

Specifics for "All projects" dashboard

Does not contain closed projects that are more than 2 years old

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