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Project Vision

Project Vision

Sage Peachtree

Versions Available:
V1.0 Basic view of all Active Projects
V1.3 Line item details by category for each Job, Phase, and Cost Code

APPLICATION

This solution is used to quickly review business critical details for all Active Projects.  Such details include Budget vs. Actual data as well as actual line item detail by category for each Job, Phase, and Cost Code.

SOLUTION FEATURES

This solution has four performance variants:

V1.0 Basic view of all Active Projects.  Report shows Project Name, Current Status and Life-To-Date Revenue.

V1.1 Summarized view of all Active Projects.  This variant includes Budget vs. Actual data. 

V1.2 Detailed and Summarized view of all Active Projects.  Summary includes Budget vs. Actual data.  Detail drills down to show Income  and Expense break down.

V1.3 This most impressive variant includes all features of the other variants and the detail drills down to actual line item detail by category for each Job, Phase, and Cost Code.

ROI

This business tool allows the management of Projects with both a quick overview of how each project is doing from a completion and budget standpoint as well as the ability to review exact details where costs may be out of line well before they grow into problematic and costly issues.

COMMON DYNAMIC FEATURES OF ALL VARIANTS

All of these variants contain common dynamic features:

  • Jobs marked as Inactive in the Job Maintenance screen will be filtered out.  
  • Pivot Table-style format which allows easy onscreen filtering to allow the report user to see exactly what they want to display and/or print out.  

 

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