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Project Controls

Understanding the Project controls schedule and data tabs

James Gold avatar
Written by James Gold
Updated over 2 weeks ago

Navigate to Project Controls

  • Open a Project then select reporting from the section menu


Project Controls - Schedule

  • The metrics slightly differ depending on the the billing type.

  • Progress metrics:

    • Actual progress is the total physical progress % recorded across all work packages. This metric is also shown on the project dashboard 'Project Progress'.

    • Planned progress is the where the physical progress was planned to be within the project timeline.

  • Performance indexes - (If the index is below 1 then that metric is under performing. If its above 1 then its performing better than estimated):

    • SPI (Schedule) this shows the actual progress against the planned progress as an index.

    • CPI (Cost) this shows the actual cost agains the planned cost as an index.

    • RPI (Revenue) this shows the actual revenue agains the planned revenue as an index. RPI doesn't appear for fixed price billing type.

  • Estimated at completion shows what the Revenue, cost and margin of the project is currently forecasted at.

  • Variance at completion is the difference between the planned and EAC.


Project Controls - Data

  • The metrics slightly differ depending on the the billing type.

  • You can view a weekly activity (and forecast) for the following metrics:

    • Physical Progress

    • Hours

    • Tracked Cost

    • Cost Forecast

    • Revenue Forecast

    • Gross Profit

    • Gross Margin


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