How to use the Deliverables report

The Deliverables report is VOGSY’s most detailed and comprehensive tool for evaluating your projects' actual status and financial health. It provides an in-depth overview of each deliverable across all closed and active projects, supporting performance analysis, budget tracking, and strategic planning.

This report is essential for:
- Project and delivery performance monitoring
- Financial oversight at the deliverable level
- Managing time, cost, and revenue across departments and clients

• Project

  The name of the project that contains the deliverable.

• Project number

  The ID number of the project that contains the deliverable.

• Project managers

  The manager(s) assigned to the project that contains the deliverables.

• Customer

  The organization to which the project is being delivered.

• Start date

  The date on which work is expected to begin on the deliverable.

• Finish date

  The date on which work is expected to be completed on the deliverable.

• Team members

  The employees' names assigned to the project team.

• Deliverable

  The name of the deliverable.

• Revenue type

  Revenue types are used to report the revenue (and costs) of the different services you deliver from projects.

• Department

  The department within your company that is responsible for the deliverables.

• Opportunity

  The opportunity from which the deliverable originated.

• Status project

  The current status of the deliverable’s project.

• Last status change

  The date that the project’s status was last updated.

• Invoicing type

  The invoicing method is used for invoicing the customer. (T&M, Fixed Price or Subscription)

• Cap on hours

  Indicates whether a cap has been set on the deliverable. The cap allows a set amount of hours to be allocated and spent on the deliverable.

• Cap amount

  The maximum amount that can be allocated and spent on the deliverable.

• Order value

  The deliverables’ potential revenue. This is the sum of all fixed prices and T&M budgets.

• Discount percentage

  The percentage amount of the discount, if any.

• Discount amount

  The amount of the discount.

• Surcharge percentage

  The percentage amount of the surcharge, if any.

• Surcharge amount

  The percentage amount of the surcharge, if any, for completing the deliverable.

• Amount invoiced

  The amount that has been invoiced to the customer for the deliverable.

• Amount to be invoiced

  The remaining amount to be invoiced.

• Amount calculated

  The total amount budgeted for the completion of the deliverable.

• Amount spent in Sales Rates

  This is the total value of hours and cost tracked on the deliverable at sales rates.

• Amount spent in Cost Rates

  This is the total value of hours and cost tracked on the deliverable at cost rates.

• Amount Spent Time Entries in Sales Rates

• Amount Spent Purchase Invoices in Sales Rates

• Amount spent Expenses in Sales Rates

• Amount spent Opening Balance in Sales Rates

  The total amount of hours and cost that were raised in the project opening balance at sales rates.

• Amount Spent Time Entries in Cost Rates

• Amount Spent Purchase Invoices in Cost Rates

• Amount spent Expenses in Cost Rates

• Amount spent Opening Balance in Cost Rates

  The total amount of hours and cost that were raised in the project opening balance at cost rates.

• Amount in draft

• The amount in hours in timesheets that are in "Draft".

• Amount planned

  The amount in hours that are planned on a project at sales rates.

• Amount to plan

  The portion of the budgeted amount that still needs to be allocated and planned for resources.

• Hours calculated

  The number of hours estimated for the completion of the project.

• Hours allocated

  The number of hours assigned to employees for the completion of the project.

• Hours spent

  The number of actual hours spent on the deliverable.

• Hours in draft

  The number of hours that are in Draft status.

• Hours planned

  The number of hours that have been assigned to activities for the completion of the project.

• Hours to plan

  The number of hours remaining from the hours calculated that need to be allocated to resources.

• Provision profit

  The amount of provisions for the revenue. Only applies to Fixed Price deliverables.

• Provision cost

  The amount of provisions on costs in case of an expected loss on the deliverable. This only applies to Fixed-Price deliverables.

• % schedule

  Indicates the time that has elapsed from start to finish date.

• % budget

  Indicates how much of the deliverable’s budget has been used.

• % margin

  The percentage of actual sales minus the cost of hours and costs.

• % completion

  The percentage of completion is determined by the project manager.

• Order date

  The date the deliverable’s value was added to the order book.

• Labels project

• Labels customer