The project summary and its visual dashboards allow you to easily gauge the profitability and risk of your projects. As your first stop when viewing a project, it gives you a quick overview of the budget, notes from the field, late or pending documents, labor tracking over time, and important milestones.
The Project Summary page delivers flexibility for you to view the data in a way that is meaningful for you: either as a table, a bar graph, or a pie chart.
The table displays information in a straightforward grid. The graph will show you show you the value of each category, and historical data in some modules. The pie chart shows the relative proportion of each category as a percentage of the whole.
To get the most out of the project summary page, ensure your project is fully configured.
This article covers the following information related to Project Summary:
- Project Details and Weather
- Field Notes
- Job Costs
- Daily Reports & Manpower Report
- Change Order Requests, RFIs, and Submittals
- Jump Into Another Project
- Project Summary Settings
Project Details and Weather
Your project's basic information and a helpful five-day weather forecast is populated by data in the Project Information page. A project manager has the ability to add or modify this information through the Configure Project area:
- Go to Project > Configure Project
- Select Edit Project Information
- Fill in the project address in order to populate the weather forecast
- Select your project manager and other project personnel as needed
- Select Save Data when finished
The budget section shows actual labor hours to date and actual costs to date against your budgets. It's important to have this quick insight and manage both hours and cost. You can be on track with hours but still over budget if your labor on that project is at a higher rate than what you budgeted.
Field notes serve an important role in connecting the office to the field, providing a quick window into the project in real-time. Because of that importance, the Field Notes have taken prominent placing in the Project Summary screen. The newsfeed of Field Notes provides a scrolling view of job site photos.
The five most recent notes from the field are displayed in the field notes carousel. Select an image to enlarge it, or jump to the Field Notes Log by selecting Field Notes from this page.
eSUB’s biggest strength is the ability to track and view real-time job costs against the budget. Switch between viewing Actual Costs or Committed Costs against your Budget to Date.
- Committed Costs populate automatically from the tracking of labor hours, purchase orders and subcontracts.
- Actual Costs populate from the Actual Costs column on your Cost to Complete Report.
Note: Administrators can disable other users from seeing financial data by updating their User Data Access settings.
Will we make money on this project? The Contract Details section provides a financial summary for your project including contract data, actual costs, projected costs, and projected gross margin.
A project manager can setup the Original Contract Amount by going to Project > Configure Project > Contract Amounts.
Projected Costs can be input in the Cost to Complete Report which will then populate this Contract Details section.
Daily Reports & Manpower Report
Labor is the biggest risk to profit on a project. The Project Summary dashboards include the ability to view the daily report hours captured against the as-planned hours. When Project Managers enter the As Planned hours associated with the labor activity of the project, they can view the Manpower Report in the Daily Reports module bar graph.
Change Order Requests, RFIs, and Submittals
Being able to quickly view outstanding Change Order Requests, RFIs, and Submittals serves as an important pulse check on the health of a project. For example, unapproved Change Orders that are proceeded on represent risk and potential Change Orders represent opportunity.
Milestones signify the completion of different stages within a project.
The project's milestones can be viewed in either list or timeline format. When viewing in timeline format, the milestones display can be further adjusted by hiding milestones based upon their status. Choose the types of milestones to display while in the timeline view by selecting or deselecting the milestone status from the key in the lower right of the milestone module.
Jump Into Another Project
Easily jump into another project by using the project search menu. Select the project search button and type your search term, or choose the project you'd like to switch to from the list.
Project Summary Settings
If some modules on your project summary page are not needed or used, an administrator may completely hide the module for your company in the Project Summary Settings area. The weather format may also be changed from this page.
Go to the Select Project page, then go to Start > Settings > Project Summary Settings
Simply check the box of the modules you'd like to show and also your weather temperature format. Click Save to apply your selections.