How to use the Projects report

VOGSY's Projects report offers a centralized, comprehensive view of all your projects. Delivered as a dynamic spreadsheet, it enables you to monitor progress, assess key performance indicators, and make informed decisions to keep your projects on track and within budget.

• Project

  The name of the project.

• Project number

  The number assigned to the project when it was created.

• Project managers

  The manager(s) overseeing the project.

• Customer

  The organization for which the project was created.

• Start date

  The date on which the project is set to begin.

• Finish date

  The date on which the project is expected to be completed.

• Team members

  The names of the employees assigned to the project team.

• Department

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

• Opportunity

  The opportunity from which the project was generated.

• Status

  The current status of the project.

• Last status change

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

• Order value

  The project’s revenue.

• Discount percentage

  The percentage amount of the discount, if any.

• Discount amount

  The amount of the discount, if any, for completing the project.

• Surcharge percentage

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

• Surcharge amount

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

• Amount invoiced

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

• Amount to be invoiced

  The amount that still needs to be invoiced to the customer for the project.

• Amount calculated

  The amount budgeted for the completion of the project.

• Amount spent

  The portion of the budgeted amount that has been used to complete the project.

• Amount in draft

  The value of the hours that are in the 'Draft' state. This value is determined by the number of hours multiplied by the calculated sales rate.

• Amount planned

  The portion of the budgeted amount that has been assigned to activities and costs for completing the project.

• Amount to plan

  The portion of the budgeted amount that still needs to be assigned to activities and costs to complete the project.

• Hours calculated

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

• Hours spent

  The number of actual hours used.

• Hours in draft

  The number of hours that have been spent on the project but have not yet been submitted.

• Hours planned

  The number of hours that have been assigned to activities for the completion of the project. These are future hours and do not include hours that have already been spent on the project.

• Hours to plan

  The number of hours remaining from the calculated hours still needs to be allocated to resources. The hours are calculated by subtracting the Hours spent, the Hours in draft, and the Hours planned values from the Hours calculated value.

• Provision profit

  The amount of provision inserted in the back office for an expected profit on revenue. Only applies to Fixed-Price projects.

• Provision cost

  The amount of provision inserted in the back office for an expected loss. This only applies to Fixed-Price projects.

• % overall schedule

  Indicates the time to complete the project, based on its start and end dates.

• % overall budget

  Indicates how much of the project budget has been used.

• Amount calculated costs

  This total is calculated by adding the estimated costs, based on the calculated activities and other costs, of the project deliverables.

• Amount calculated sales

  This potential sales value is based on the calculated activities and other costs.

• Amount calculated margin

  The estimated amount that should remain after subtracting the estimated costs for completing the project. See Calculated margin for more information.

• % calculated margin

  The percentage value of the estimated amount that should remain after subtracting the costs for completing the project.

• Amount actual costs

  This total is calculated by adding the actual, submitted costs of the project deliverables. See Actual costs for more information.

• Amount actual sales

  This total is calculated by adding the actual amounts charged to the customer for T&M projects. Or the fixed price calculated against the percentage completed/budget spent/time spent. See Actual sales for more information.

• Amount actual margin

  The actual amount that should remain after subtracting the actual costs for completing the project. See Actual margin for more information.

• % actual margin

  The percentage value of the actual margin as a percentage of the actual sales.

• % overall completion

  The overall percentage of completion as set with the deliverables

• Amount spent

  The total amount that is spent on the project. These can be costs from tracked time, purchase invoices, and expense claims.

• Time Entries in Cost Rates

  The total amount spent from submitted time entries: Number of time entries multiplied by the cost rate of the employees.

• Amount spent Purchase Invoices in Cost Rates

  The total amount of the purchase invoices associated with the project.

• Amount spent Expenses in Cost Rates

  The total amount of the expense claims that are associated with the project.

• Amount spent Opening Balance in Cost Rates

  The costs were tracked for the project before VOGSY was onboarded.

• Amount spent Time Entries in Sales Rates

  This is the total value of time entries tracked on the project. It is calculated by multiplying the number of hours by the calculation sales rate.

• Amount spent Purchase Invoices in Sales Rates

  This is the total value of purchase invoices invoiced to the customer. When tracking an invoice for a Time & Materials project, you can specify a sales amount that will be invoiced to the customer via the associated project.

• Amount spent Expenses in Sales Rates

  This is the total value of expense claims that were invoiced to the customer. When tracking an expense for a Time & Materials project, you can specify a sales amount that will be invoiced to the customer via the associated project.

• Amount spent Opening Balance in Sales Rates

  These are the sales that were tracked before the activation of VOGSY.

• Planned billable future Months

  This is the total number of planned hours in the coming 12 months. It is calculated by multiplying the number of planned hours by the sales rate. Each month is displayed separately.

• Labels project

  Custom tags you've applied to your project for categorization.

• Labels customer

  Custom tags you've applied to your customer for categorization.