Summary
The Downloadable Reports section in the Proteus Admin Console provides administrators with direct access to key operational and financial data across the platform. Reports are exported as Excel (.xlsx) files, enabling offline analysis, period-end reporting, auditing and data validation.
Reports are divided into two categories:
Default Reports: Available to all Proteus Admin Console users by default.
Additional Reports: Available on request to Proteus Support or your Account Manager. These reports provide more specialised financial and operational data.
WARNING: Downloaded reports are static snapshots of Proteus data at the time of export. If data changes within Proteus after a report has been downloaded such as new timesheet approvals, cost changes or budget adjustments the Excel file will not update automatically. Always download a fresh copy to ensure the data reflects the current state of the system.
Access to Downloadable Reports requires Admin role permissions. If the Reports tab is not visible in your Admin Console, contact your organisation’s Proteus administrator to request access.
Accessing the Reports Tab
Log in to Proteus and navigate to the Admin Console from the main navigation menu.
Select Reports from the left-hand menu within the Admin Console.
The list of available reports will be displayed. Select the report you wish to download.
The report will be generated and downloaded as an .xlsx file to your device.
TIP: Open downloaded reports in Excel 2016 or later for the best compatibility. If date formats appear incorrectly, adjust your Excel regional settings to match the date format used in Proteus (YYYY-MM-DD).
Default Reports
These reports are available to all Admin Console users by default.
Employee Report
Provides a summary of all important user information across the organisation, including each user’s hourly cost rate. This report is useful for validating staff cost data and verifying user details across departments.
The Employee Report includes:
Name | Description |
Job title |
|
Grade |
|
Discipline |
|
Office |
|
User Role (Access Type) |
|
Hourly Cost |
|
Expected Weekly Hours |
|
Line Manager |
|
Finance Manager |
|
Proposal Report
Provides a summary of all key information from proposal records, including their current status and commercial details. This report is useful for monitoring proposal conversion rates and pipeline health.
The Proposal Report includes:
Reference |
|
Title |
|
Customer |
|
Project Manager |
|
Type |
|
Estimated Contract Price |
|
Creation Date |
|
Due Date |
|
Status |
|
Go Probability |
|
Get Probability |
|
Start Date |
|
End Date |
|
Contract Duration |
|
Estimated Contract Commencement Date |
|
Division |
|
Country |
|
Region |
|
Description |
|
Cost |
|
Price |
|
Markup |
|
Margin |
|
NOTE: The Proposal Report provides a high-level WBS summary only and does not include a detailed breakdown of individual Work Packages or resources. For a full WBS breakdown, refer to the export proposal record on the proposal directly, within Proteus.
Project Financial Summary
Provides a high-level financial overview of each active project. This report is designed for period-end project reviews and margin reporting, giving finance and project management teams a consolidated view of project financial health.
The Project Financial Summary includes:
Reference |
|
Title |
|
Manager |
|
Billing Type |
|
Client |
|
Start Date |
|
End Date |
|
Status |
|
Currency |
|
Original Budget |
|
Approved Variations |
|
Planned Budget |
|
ITD Price |
|
ITD Hours |
|
Earned Revenue |
|
Invoiced |
|
Unbilled |
|
Paid |
|
WIP |
|
Attached POs |
|
Progress % |
|
Earned Revenue is calculated as: % Complete × Approved Budget (including approved variations). This report draws from live project financial data and approved timesheets only. Unapproved entries are excluded.
Tracking Report
Provides a detailed operational record of all tracked cost elements across projects. This report is used to reconcile project-level tracking data with external financial or ERP systems.
The Tracking Report includes:
Asset Tracking Report
Project Ref |
|
Project Title |
|
Client |
|
Office |
|
Project Billing Type |
|
Project Status |
|
Project Manager |
|
WP Ref |
|
WP Title |
|
Asset Type |
|
Asset ID |
|
Asset Name |
|
Asset Cost |
|
Asset Rate |
|
Timesheet ID |
|
Timesheet Date |
|
Timesheet Hours |
|
Timesheet Status |
|
Timesheet Comments |
|
Invoices |
|
Resource Quantity Not Invoiced |
|
Labour Tracking Report
Record Type |
|
Record Ref |
|
Record Title |
|
Client |
|
Office |
|
Record Billing Type |
|
Record Status |
|
WP Ref |
|
WP Title |
|
User Name |
|
User Employment Type |
|
Department |
|
Discipline |
|
Grade |
|
Unit |
|
Unit Rate |
|
Timesheet ID |
|
Timesheet Date |
|
Timesheet Hours |
|
Timesheet Status |
|
Timesheet Comments |
|
Invoices |
|
Not Invoiced Hours |
|
External ID |
|
Purchase Receipt Tracking Report
Project Ref |
|
Project Title |
|
Client |
|
Office |
|
Project Billing Type |
|
Project Status |
|
Purchase Approver |
|
WP Ref |
|
WP Title |
|
PO ID |
|
PO Number |
|
Supplier Name |
|
Invoice Date |
|
Item ID |
|
Item Description |
|
Item Type |
|
Item Total |
|
Item Used |
|
Item Cost |
|
Receipt Status |
|
Invoices |
|
Expense Tracking Report
Expense ID |
|
User |
|
Date |
|
Comment |
|
Project Ref |
|
Project Title |
|
Client |
|
Office |
|
Project Billing Type |
|
Project Status |
|
Project Manager |
|
WP Ref |
|
WP Title |
|
Expense Cost |
|
Expense Rate |
|
Type |
|
Logged Amount |
|
Approved |
|
Invoices |
|
Expense Value Not Invoiced |
|
External ID |
|
Additional Reports (Available on Request)
The following reports are not enabled by default and must be requested from Proteus Support or your Account Manager. Once enabled, they will appear in the Reports tab of your Admin Console alongside the default reports.
To request any of the additional reports below, contact your Proteus Account Manager or reach out to Proteus Support directly via the Intercom chat within the platform.
Fixed Fee WIP Report
Summarises Work in Progress (WIP) for fixed-fee (lump sum) projects. This report is primarily used for month-end financial analysis and revenue recognition on fixed-price engagements.
The Fixed Fee WIP Report includes:
Project Details (incl reference and title)
Total budget and variations (approved and paid)
Actual revenue and cost
WIP and Available Revenue
Use case: Month-end financial analysis for fixed-price projects.
Reimbursable WIP Report
Displays Work in Progress (WIP) for time-and-materials (reimbursable) projects. This report is used to support invoicing and financial reconciliation for reimbursable engagements.
The Reimbursable WIP Report includes:
Project Details (incl reference and title)
Total budget and variations (approved and paid)
Actual revenue and cost
WIP and Available Revenue
Employee Utilisation Report
Tracks utilisation performance across the workforce, providing both weekly and monthly visibility of how billable time compares to total logged hours. This report is useful for monitoring productivity trends and identifying resourcing gaps.
The Employee Utilisation Report includes:
Employee name and Office
Weekly % complete
Weekly Utilisation % (billable hours ÷ total hours)
Monthly Utilisation summary
WIP AR Summary Report
Consolidates Work in Progress (WIP) and Accounts Receivable (AR) values on a monthly basis across all projects. This report is designed for high-level financial and management reporting, giving finance teams a rolling view of WIP and AR positions.
The WIP AR Summary Report includes:
Project Details (incl reference and title)
Monthly WIP value
Monthly AR value
Data Currency & Limitations
The following points should be considered when working with Proteus Downloadable Reports:
Report data is drawn from the live Proteus environment at the point of download.
Only approved transactions are included in financial reports — this covers approved timesheets, purchase receipts, expense claims and approved budget variations. Unapproved entries will not appear until they have been approved in Proteus.
Reports are exported in .xlsx format. Excel 2016 or later is recommended for best compatibility.
Large data sets may result in longer download and file generation times.
WARNING: Always re-download a report after significant updates to the data in Proteus, such as new timesheet approvals, cost rate changes, variation approvals or budget adjustments. The previously downloaded file will not reflect these changes.