# Project Summary
Project Summary is a comprehensive financial and operational report for a single project — revenue, costs, profit, man hours, consumables, purchases, sales, expenses, and efficiency metrics.
Overview
Open from Project → Reports → Project Summary, or from the Summary Report tab inside a project view. Report title: Project Summary Report.
What it shows. A dashboard-style report for one project: header info (customer, status, dates, PWO, ship details), KPI widgets, cost breakdown chart, and detail tables for man hours, consumables, purchases, sales, and expenses.
Use Cases
- Project close-out review — Run for the full project date range before marking the project Completed.
- Client billing check — Compare Total Revenue and Uninvoiced to see what still needs invoicing.
- Cost analysis — Use the Cost Breakdown table to see whether payslip cost, consumables, purchases, expenses, additional cost, or unconsidered hours cost dominate spend.
Filters
| **Filter** | **Description** |
|------------|-----------------|
| Date range | Period for revenue, cost, and transaction totals. |
| Project | Required when opened from Reports menu; pre-filled when opened from project view. |
Report Sections
Project info
Bill Number, PWO Number, Customer, Status, Ship Name, Ship Number, Project Value, Estimate Budget, Project Manager, Executing Officer, Start Date, End Date, Due Date, Progress (%).
Click the project name to open the project view in a modal (not shown on print).
KPI widgets
Each card has an info icon that explains how that figure is calculated.
| **Widget** | **Description** |
|------------|-----------------|
| Total Revenue | Approved sale value in the period. |
| Total Cost | Consumables + Payslip Cost + expenses + purchases + Additional Cost + Unconsidered Hours Cost. |
| Profit / Loss | Revenue minus total cost. |
| Profit Margin | Profit as percentage of revenue. |
| Total Man Hours | All labour hours logged on the project (considered + unconsidered). |
| Profit per Hour | Profit divided by total man hours. |
| Revenue per Hour | Revenue divided by total man hours. |
| Cost per Hour | Total cost divided by total man hours. |
| Additional Cost | Additional Cost per Hour × total man hours. Shown only when that rate is set on the project. |
| Unconsidered Hours Cost | Unconsidered Hours Cost per Hour × unconsidered hours. Shown only when that rate is set on the project. |
| Uninvoiced | Project Value − Total Revenue for the period. Hover the info icon to see the live calculation. |
| Open Sales / Open Purchases / Open Expenses | Count and value of unpaid documents. |
| Hours per Day / Cost per Day / Revenue per Day | Daily efficiency metrics. |
Set the per-hour rates on the project under Cost Settings.
Cost Breakdown table
| **Category** | **Columns** |
|--------------|-------------|
| Payslip Cost, Consumables, Purchases, Expenses | Amount, Percentage |
| Unconsidered Hours Cost | Shown only when Unconsidered Hours Cost per Hour is set on the project. |
| Additional Cost | Shown only when Additional Cost per Hour is set on the project. |
Detail tables
| **Table** | **Columns** |
|-----------|-------------|
| Man Hours | Employee Code, Employee Name, Total Hours, Considered Hours, Unconsidered Hours, Payslip Cost. Summary cards also show Additional Cost and Unconsidered Hours Cost when those rates are set. |
| Consumables | Item Code, Item Name, Unit, Quantity, Cost |
| Purchases | Item Code, Item Name, Unit, Quantity, Cost |
| Sales | Item Code, Item Name, Unit, Quantity, Value |
| Expenses | Account Name, Amount |
Man Hours
- Considered Hours — hours that overlap a posted or paid payslip. These are included in Payslip Cost.
- Unconsidered Hours — hours with no overlapping posted or paid payslip. Not included in Payslip Cost.
- Payslip Cost — salary cost allocated only to considered hours.
- Avg Payslip Cost / Considered Hour — Payslip Cost divided by considered hours.
Actions
- Generate — run the report.
- Export — download to Excel.
- Print — print the report. Coloured KPI cards print in the same layout as on screen. Info icons are hidden on print.
FAQ
Why are ship and PWO fields empty?
Enable those fields in Project Settings and enter values on the project before running the report.
How is this different from Project View Dashboard?
The project view Dashboard shows live KPIs and a chart. Project Summary is a printable, exportable report with full breakdown tables for a chosen date range.
What does Uninvoiced mean on the report?
Project Value − Total Revenue in the selected period — contract value not yet billed. Hover the info icon on the Uninvoiced card to see the numbers.
Why don't I see Additional Cost or Unconsidered Hours Cost?
Those widgets and breakdown rows appear only when the matching per-hour rate is set on the project. See Cost Settings.
Do Open Sales include draft invoices?
Open counts include non-closed sale documents (orders and invoices) linked to the project, regardless of the report date range on closed amounts.
Why are man hours zero?
No attendance was logged to the project in the date range, or man-hour tracking is not used for this job.
Can I run Project Summary for all projects at once?
No. Select one project. Use Project Wise Profit for multi-project comparison.
Why do cost breakdown percentages not add to 100%?
Percentages are shares of total cost in the period. Rounding on individual categories may cause minor variance from exactly 100%.