The Projects report

This report lists all projects that have ever been created by your company in VOGSY. This report also contains a pre-generated sheet called Current Projects that lists your company’s active projects.

Column descriptions

Project: The name of the project.
Project number: The number assigned to the project when it was created.
Project managers: The manager(s) assigned to 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 who are 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 that the project’s status was updated to its current status.
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 the completion of the project.
Amount to plan: The portion of the budgeted amount that still needs to be assigned to activities and costs for the completion of the project.
Hours calculated: The number of hours estimated for the completion of the project.
Hours spent: The number of actual hours used to complete the project.
Hours in draft: The number of hours that have been spent on the project but that 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 Hours calculated that need to be assigned to activities. 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 that was inserted in the back office for an expected profit. Only applies to Fixed Price projects.
Provision cost: The amount of provision that was inserted in the back office for an expected loss. Only applies to Fixed Price projects.
% overall schedule: Indicates how much time remains 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 is the potential sales value 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 the delivery of the project deliverables. 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 amount that should remain after subtracting the actual costs for completing the project.
% overall completion: The percentage of completion determines the actual sales. When the deliverable has a completion percentage of 75%, the actual sales will be 75% of the total amount of the invoice schedule.
Amount spent: The total amount that is spent on the project. This can be costs from time that was tracked, purchase invoices and expense claims.
Time Entries in Cost Rates: The total amount that is spent from submitted time entries: Number of time entries multiplied by the cost rate of the employee that tracked the time.
Amount spent Purchase Invoices in Cost Rates: The total amount of the associated purchase invoices that are 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 that were tracked on the project before VOGSY was onboarded.
Amount spent Time Entries in Sales Rates: This is the total value of time entries that are tracked on the project. This is calculated by multiplying the number of hours by the calculation sales rate that was assigned to the calculation line of the activity.
Amount spent Purchase Invoices in Sales Rates: This is the total value of the sales that was tracked through purchase invoices that were 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 the sales that was tracked through 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 prio the activation of VOGSY.
Planned billable February: This is the total amount of planned hours in February. This is calculated by multiplying the number of planned hours by the calculated sales rate.
Planned billable March: This is the total amount of planned hours in March. This is calculated by multiplying the number of planned hours by the calculated sales rate.
Planned billable April: This is the total amount of planned hours in April. This is calculated by multiplying the number of planned hours by the calculated sales rate.
Planned billable May: This is the total amount of planned hours in May. This is calculated by multiplying the number of planned hours by the calculated sales rate.
Planned billable June: This is the total amount of planned hours in June. This is calculated by multiplying the number of planned hours by the calculated sales rate.
Planned billable July: This is the total amount of planned hours in July. This is calculated by multiplying the number of planned hours by the calculated sales rate.
Planned billable August: This is the total amount of planned hours in August. This is calculated by multiplying the number of planned hours by the calculated sales rate.
Planned billable September: This is the total amount of planned hours in September. This is calculated by multiplying the number of planned hours by the calculated sales rate.
Planned billable October: This is the total amount of planned hours in October. This is calculated by multiplying the number of planned hours by the calculated sales rate.
Planned billable November: This is the total amount of planned hours in November. This is calculated by multiplying the number of planned hours by the calculated sales rate.
Planned billable December: This is the total amount of planned hours in December. This is calculated by multiplying the number of planned hours by the calculated sales rate.
Planned billable January: This is the total amount of planned hours in January. This is calculated by multiplying the number of planned hours by the calculated sales rate.