Project Center: Overview

Displays a color-coded pie chart that represents time entries of selected project and its phases (cumulative) based on their status. It also shows the total value of unbilled billable and non-billable hours. You can toggle between viewing All Entries (default) and Billable Entries Only. When set to Billable Entries Only, the chart, totals, and linked screens such as Time & Expense Reviewer, Time Entries, and relevant reports reflect only billable data. Make sure the security permission, Show Billing and Contract Amounts is checked in Access & Permissions > Security Permissions. 

• Un-submitted entries are shown in gray, indicating they have no workflow, are un-submitted, or have been rejected.
• Submitted entries appear in orange, representing those entries that are submitted, forwarded, or awaiting approval.
• Approved entries are highlighted in green and include locked time entries.

Time entries with a billed status are not included in the chart. The center of the chart displays the sum of hours (Total) that are not billed while the legend provides the details such as the number of time entries and the number of hours as per the status. You can also check the relevant reports filtered for the selected project from the ... menu. If you have access to the Time & Expense Reviewer screen, a clickable link to this screen appears. If you don't have access to it, a link to the Time Entries screen appears. CORE automatically applies filters to these screens (Time & Expense Reviewer or Time Entries) to filter out the entries to match the chart.

You can toggle between viewing All Entries (default) and Billable Entries Only. When set to Billable Entries Only, the chart, totals, and linked screens such as Time & Expense Reviewer, Time Entries, and relevant reports reflect only billable data.

Additionally, the chart includes expense entries with a zero value cost rate and a specified charge amount.

Displays a color-coded pie chart that represents expense entries of selected projects and their phases (cumulative) based on their status.

• Un-submitted expense entries are shown in gray, indicating they have no workflow, are un-submitted, or rejected.
• Submitted expense entries appear in orange, representing those entries that are submitted, forwarded, or awaiting approval.
• Approved expense entries are highlighted in green and include locked time entries.

Expense entries with a billed status are not included in the chart. The center of the chart displays the sum of the expense amount (Total) and the legend displays the total amount as per the status. You can also check the relevant reports filtered for the selected project from the … menu. If you have access to the Time & Expense Reviewer screen, a clickable link to this screen appears. If you do not have access to it, a link to the Expense Entries screen appears. CORE automatically applies filters to these screens (Time & Expense Reviewer or Time Entries) to filter out the entries to match the chart.

Displays up to 30 invoices associated with the selected project or its phases, offering a comprehensive view of invoice-related information. Each invoice is represented by a tile and is color-coded to indicate its status such as draft, billed, overdue, and paid. Clicking on any invoice bar redirects you to the Invoice Summary screen. Hovering over the invoice bar provides key details such as the invoice date, billed amount, status, due date, paid date, etc.

In addition, it also includes a discount bar that shows cumulative discounts for the project and its phases in the company currency, along with a hyperlink to view filtered invoices. You can access the Invoices screen and related reports from this widget using the ... menu. 

Displays a Gantt-style chart with a 12–14-month period beginning two months before the current month and extending 10-12 months into the future. The phases (up to 25) are represented as bars on a timeline. If each bar is positioned based on its start and due date, highlighting phase status, name, start date, and due date. A color-coded thick line at the top of each bar reflects the budget usage for that phase with red indicating over-budget and light blue representing under-budget phases. If no budget is assigned, no line appears. Note that the Timeline is hidden if there are no child phases. However, you can add phases from the Phases widget.

Hovering over the bars displays additional details such as name, status, contract type, % complete, contract spent, contract amount, budget amount, start date, and due date. A dark blue line marks the current date across all bars. You can expand the timeline to view more phases. You can access relevant reports from the … menu.

Additionally, a shortcut to the Budgets screen is also available at the bottom-right corner of the chart. Do note that if phases and sub-phases are of type Main, then the Contract Spent/Total and Budget amounts for these phases are excluded from the cumulative values on the timeline. If phases and subphases are of type Standard, then the Contract Spent/Contract Total and Budget amounts for these phases will reflect cumulative values on the timeline.

There are four sections available to analyze the progress, profitability, billability, and retainers of the selected project and its phases. Each section contains key metrics, also referred to as KPIs, followed by one or more charts.

By default, you will see the Analysis section open on the screen; however, CORE remembers your selection and opens the selected section next time you visit this screen. The … menu hosts relevant reports based on the selected section.

Displays the sum of:

• Billed contracted service and expense amounts, including fixed fees and WUD (excluding tax, discounts, extras, and miscellaneous adjustments).
• Unapproved and approved service and expense amounts, including WUD but excluding extras and tax.

Amount of the contract not yet used. This factors in both billed and unbilled services and expenses, excluding extra time and expenses. The Contract Remaining calculations subtract billed (and unbilled) portions of contract from the portions of services and expenses. These amounts include WUD but do not include taxes or discounts applied to the invoices. It is calculated as:

Contract Amount - Billed Contract - Unbilled Contract

Amount of contract services and expenses that are flagged as billable and have been billed, including WUD and markup. It is calculated as:

Billed Expenses Contract + Billed Services Contract

Amount of contract services and expenses that are flagged as billable and have been entered but not yet billed, including WUD and markup. It is calculated as:

Unbilled Expenses Contract + Unbilled Services Contract

The graph in this widget draws up a comparison between the contracted amount (limit), the used amount (billed), and the remaining amount (work-in-hand) for the selected project. It gives you a good idea as to whether the project has exceeded the agreed contract amount. The graph shows a breakdown of values in terms of services, expenses and total. The negative amounts are highlighted in red, thus warning you.

Remaining Amount = Limit - Used

Services = Total service amount used from the contract amount on the project. It is equal to the value of billed services including WUD, but excluding taxes, extra services, and fixed fee billed

Expenses = Total expense amount used from the contract amount on the project. It is equal to the value of billed expenses including markups and taxes, but excluding extra expenses billed.

Used = (Units x Cost Rate) x (1+ Taxes / 100)

Note that only immediate child phases of the selected project are shown. All values, except those marked with an asterisk (*), are cumulative of all child phases.

It provides a quick snapshot of a project's finances. You can see if the project is over budget or approaching budget. This widget compares the contract amount with the spent amount. The chart displays a comparison of the budget total, spent amount, and remaining budget. This comparison is further classified by service and expense budget comparison. A percentage is also displayed to represent the used %. 

Balance = Limit - Used

where Services–Limit = Total service amount in the budget

Expenses–Limit = Total expense amount in the budget

Services = Total service amount used from the budget on the project. It is equal to the value of billed services including WUD and taxes, but excluding extra services and fixed fee billed.

Expenses = Total expense amount used from the budget on the project. It is equal to the value of billed expenses including markups and taxes, but excluding extra expenses billed.

Profitability:

Net Margin - Billed

You can toggle between three profitability views: Billed, Billed All Cost and Billed + Unbilled. Each mode offers different insights into project profitability based on different criteria. You can switch between the views from the ... menu.

Displays the net margin earned from billed services and expenses, after subtracting the associated costs (both billed and unbilled non-billable costs). Net Billed includes billed amounts after deducting discounts and miscellaneous adjustments, excluding taxes. The net margin is calculated as:

Net Margin = Net Billed - Billed Cost - Unbilled Non-Billable Cost

The percentage is calculated as:

Net Margin Percentage = (Net Billed - Billed Cost - Unbilled Non-Billable Cost) / Net Billed × 100.

Amount of services and expenses that are flagged as billable and have been billed, after deducting discounts and miscellaneous adjustments. This amount excludes taxes and retainer applied. It is calculated as:

Gross Billed - (Discount + Miscellaneous Adjustment)

The total cost of all services and expenses that have been billed, and includes the cost of unbilled non-billable services and expenses. It is calculated as:

Billed + Non-Billable Cost = Billed Cost + Non-Billable Cost

Total write-up or write-down amount on billable time entries. Expense markup is not included here. A negative WUD (write-down) is displayed in parenthesis and indicates that your employees are spending way too much time on a project than what you can bill.

Billed WUD = Billed Amount - Billable Amount

Profitability:

Net Margin - Billed All Cost

Profit margin of a project/phase. It excludes discounts and miscellaneous adjustments on invoices. This margin represents the profitability of the amount that has been billed versus all the services and expenses entered. It is calculated as:

[Profit (Billed All Cost) / Gross Billed] x 100

Amount of services and expenses that are flagged as billable and have been billed, after deducting discounts and miscellaneous adjustments. This amount excludes taxes and retainer applied. It is calculated as:

Gross Billed - (Discount + Miscellaneous Adjustment)

Total cost of all services and expenses. It excludes WUD, taxes, and markups.

Cost Amount = Total Services Cost + Total Expenses Cost

For time entries,

Cost = (Hours x Cost Rate)

For expense entries,

Cost = (Units x Cost Rate)

All Costs = (Hours x Cost Rate) + (Units x Cost Rate)

Total write-up or write-down amount on billed time entries. Expense markup is not included here. A negative WUD (write-down) is displayed in parenthesis and indicates that your employees are spending way too much time on a project than what you can bill.

WUD = Billed Amount - Billable Amount

Profitability:

Net Margin - Billed + Unbilled

The net margin earned from both billed and unbilled services and expenses, after deducting all associated costs. It is calculated as:

Net Margin = (Net Billed + Unbilled - Total Costs) / (Net Billed + Unbilled) × 100

where Net Billed includes invoiced amounts, after deducting discounts, adjustments, and excluding taxes.

The net margin earned from both billed and unbilled services and expenses, after subtracting all associated costs. It is calculated as:

Net Billed + Unbilled - Total Cost

The percentage is calculated as:

(Net Billed + Unbilled - All Cost) / (Net Billed + Unbilled) × 100

Net Billed includes invoiced amounts, after deducting discounts and miscellaneous adjustments, excluding taxes.

Total cost of all services and expenses. It excludes WUD, taxes, and markups.

Cost Amount = Total Services Cost + Total Expenses Cost

For time entries,

Cost = (Hours x Cost Rate)

For expense entries,

Cost = (Units x Cost Rate)

All Costs = (Hours x Cost Rate) + (Units x Cost Rate)

Billability:

Unbilled

Amount of services and expenses that are flagged as billable and have been billed, after deducting discounts and miscellaneous adjustments. This amount excludes taxes and retainer applied. It is calculated as:

Gross Billed - (Discount + Misc. Adjustment)

This is the billability of the time spent on a project, irrespective of the billed status. Its calculations include extra time and regular time with WUD. Ideally, utilization percentage should be as close as possible to 100%. The calculations involved are:

Billable % = Billable Hours / Total Hours x 100

where Billable Hours are billable client hours and

Total Hours = Billable Hours + Non-Billable Hours + Overhead Hours + PTO Hours

Actual hours entered that are flagged as Billable. These are hours logged by employees that can be billed to the client. The status of time entries is billable and contract type of the projects is not Overhead or Marketing. It excludes WUD and non-billable hours. This billable time is not necessarily indicative of the service revenue. It is calculated as:

Billable = Client Hours x Bill Rate

Amount of non-billable time and expense entries that are billed. It is calculated as:

(Client Hours x Bill Rate) + (Units x Cost Rate)

Displays all the information about the retainers associated with the project and related client in a bar graph. You can see the retainers received, used, and remaining.

Total Retainer Available = Total Client Retainer received + Total Project Retainer received - Total Client Retainer Used - Total Project Retainer Used

Project Retainer Available = Project Retainer Received - Project Retainer Used

Project Retainer Available % = Project Retainer Used / Project Retainer Received

Client Retainer Available = Client Retainer Received - Client Retainer Used

Client Retainer Available % = Client Retainer Used / Client Retainer Received

This widget contains an edit icon, which redirects you to the Settings tab. 

• Contract Type: Displays the contract type of the project.
• Contract Amount: Displays the contract amount of the project.

• Contract Billed+Unbilled: Displays the sum of:

  - Billed contracted service and expense amounts, including fixed fees and WUD (excluding tax, discounts, extras, and miscellaneous adjustments).
  - Unapproved and approved service and expense amounts, including WUD but excluding extras and tax.

• Contract Billed: Amount of contract services and expenses flagged as billable and billed, including WUD and markup.
  It is calculated as: Billed Expenses Contract + Billed Services Contract
• Open AR: Displays the total outstanding accounts receivable amount for the project and its phases.
• Budget Amount: Displays the amount budgeted for the project.
  Total Budgeted Amount = Service Amount + Expense Amount + Miscellaneous Amount
• Budget Spent: Total budget used to date. It is calculated as Total Service Amount + Total Expense Amount.
• % Complete: Displays the percentage of project completion as entered on the Projects detail view. A visual flag appears when the Budget Spent exceeds the % Complete and the value is greater than 0%, helping you identify projects or phases where more is being spent compared to % Complete value. Clicking this value opens the Projects > Monitoring tab.
• Duration: Displays the start and due date of the project. When the project is marked as completed, you will see the completion date instead of due date.

Displays up to ten phases, both active and child phases, of the selected project. This widget displays the Spent % of the phase along with a small pie chart reflecting the percentage. By hovering over the phase name, you can easily open the Overview screen for the corresponding phase with a simple click.

Note: Click All Phases if you want to check all phases related to the selected project.

Client