The Summary layout section allows you to view a summary overview of your Project as defined in the Summary Setup page. When creating a Summary Layout, at least one Field must be added to the Layout for the Summary layout section to appear on the Project Overview page.
This article lists the Available Fields when creating a Summary layout.
Note: The Fields available to you will depend on the licenses your organization has opted for.
Available Fields
| Field Name | Required License(s) | Description |
|---|---|---|
| % Billable Budget Consumed | The Percentage of all billable entries that occurred on the Project related to the planned Billable Budget. (Budget Total Billable Actual / Budget Total Billable Current ) * 100 | |
| % Billable Budget Remaining | The Percentage of all billable entries that are not achieved yet on the Project related to the planned Billable Budget (Budget Total Billable Delta Current / Budget Total Billable Current ) * 100 | |
| Action Item | This is the number of Action Item(s) created against the Project. Links to the Action Item list page (Work Item Entries). | |
| Actual Billable | Billing | Sum of all billable amounts on the project |
| Actual Cost | Cost | Sum of all cost amounts on the project |
| Actual Non-billable | Billing | Sum of all non-billable amounts on the project |
| Actual Time | Time | Sum of all time entries on the project |
| Baseline Billable Budget | Billing, Budget | Sum of baseline billable budgets of the project |
| Baseline Cost Budget | Cost, Budget | Sum of baseline cost budgets of the project |
| Baseline Non-billable Budget | Billing, Budget | Sum of baseline non-billable budgets of the project |
| Baseline Time Budget | Time, Budget | Sum of baseline time budgets of the project |
| Billable Charges | Charge, Billing | Sum of all billable charge amounts on the project |
| Billable Expenses | Billing | Sum of all billable expense amounts on the project |
| Billable Products | Product, Billing | Sum of all billable product amounts on the project |
| Billable Time | Time, Billing | Sum of all billable time entries on the project |
| Billable Time Amount | Time, Billing | Sum of all billable time amounts on the project |
| Current Non-billable Budget | Billing, Budget | Sum of current non-billable budgets of the project |
| Current Time Budget | Time, Budget | Sum of current time budgets of the project |
| Forecasted Billing | Resource Management, Billing | Sum of all forecasted billing amounts on the project |
| Forecasted Cost | Resource Management, Cost | Sum of all forecasted cost amounts on the project |
| Hard Booked Hours | Resource Management | Sum of all hard booked hours on the project |
| Issue | This is the number of Issue(s) created against the Project. Links to the Work Item Issues list page. (Work Item Entries) | |
| Milestones | Milestone | This is the number of milestones in the project. This is displayed as <x> Milestone(s) |
| Non-billable Time | Time, Billing | Sum of all non-billable time entries on the project |
| Payable Charges | Charge, Cost | Sum of all payable charge amounts on the project |
| Payable Expenses | Expense, Cost | Sum of all payable expense amounts on the project |
| Payable Products | Product, Cost | Sum of all payable product amounts on the project |
| Payable Time | Time, Cost | Sum of all payable time entries on the project |
| Payable Time Amount | Time, Cost | Sum of all payable time amounts on the project |
| Prepaid Amount | PO, Invoice, Charge | Sum of positive invoiced prepayment type charge entries associated to the PO line items on the project |
| Recognized PO Amount | PO, Invoice | Sum of entries associated to POs having their recognized flag set on the project |
| Reimbursable Expenses | Reimbursable, Expense | Sum of all reimbursable expense amounts on the project |
| Remaining PO Amount | PO, Invoice | Total PO Amount less Total PO Invoiced Amount |
| Risk | This is the number of Risk(s) created against the Project. Links to the Work Item Risks list page. (Work Item Entries) | |
| Soft Booked Hours | Resource Management | Sum of all soft booked hours on the project |
| Total Allocated Hours | Resource Management | Sum of all allocated hours on the project |
| Total Billable Allocated Hours | Resource Management, Billing | Sum of all billable allocated hours on the project |
| Total Charges | Charge | Sum of all charge amounts on the project |
| Total Expenses | Expense | Sum of all expense amounts on the project |
| Total Invoiced | Billing | Sum of all invoiced amounts on the project |
| Total Non-billable Allocated Hours | Resource Management, Billing | Sum of all non-billable allocated hours on the project |
| Total PO Amount | PO | Sum of all PO Line Item amounts on the project |
| Total PO Consumed Amount | PO, Invoice | Sum of all billable approved entries associated to POs on the project |
| Δ Baseline Billable Budget | Billing, Budget | Difference between Baseline Billable Budget and Actual Billable |
| Δ Baseline Cost Budget | Cost, Budget | Difference between Current Cost Budget and Actual Cost |
| Δ Baseline Non-billable Budget | Billing, Budget | Difference between Baseline Non-Billable Budget and Actual Non-Billable |
| Δ Baseline Time Budget | Time, Budget | Difference between Baseline Time Budget and Actual Time |
| Δ Current Billable Budget | Billing, Budget | Difference between Current Billable Budget and Actual Billable |
| Δ Current Cost Budget | Cost, Budget | Difference between Current Cost Budget and Actual Cost |
| Δ Current Non-billable Budget | Billing, Budget | Difference between Current Non-Billable Budget and Actual Non-Billable |
| Δ Current Time Budget | Time, Budget | Difference between Current Time Budget and Actual Time |