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Title	(PSX) Precursive Projects - Reports & Dashboards

URL Name	PSX-Reports-Dashboards

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With the Precursive Platform, you will gain access to a set of out-of-the box reports & dashboards. Below you can find a list of every dashboard and reports we provide with a description of their content.

Note - If you have purchased the Connect product, you will also have access to a set of reports for tracking your progress on 'Precursive Boards'. Please see Precursive Boards - Reports & Dashboards for more information.

Precursive Dashboards

You can find your Precursive Dashboard by navigating to the 'Dashboards' tab and look for the 'Precursive Dashboards' folder. There you will find the following dashboards.

NAME	DESCRIPTION
Precursive Budget Trends	Forecast and Actual revenue by department per month, Actual revenue by role per month, Actual revenue by account per month, Average actual margin for the last and current quarters, Projects with profit lower than forecast, Accounts with projects over budget
Precursive Capacity Dashboard	All Open Requests, Available Hours by Role, Planned Billable Utilisation, Actual Billable Utilisation, Planned Billable Utilisation by Role, Actual Billable Utilisation by Role, Avg Planned Utilisation by Department, Avg Actual Utilisation by Department, This month Total Hours vs Total Planned Hours vs Total Available Hours
Precursive Forecast Demand	Average Utilization, All Planned Hours, All allocated hours vs. unstaffed hours, Average Planned Utilization by Role, Forecast Demand per week, Remaining Available Hours by Role, Upcoming Projects Planned Hours, Upcoming Projects Planned Hours with probability and planned margin, All Resources by Roles
Precursive Timesheet Dashboard	Billable vs Non-billable time, Actual time by Account, Actual time by activities, Actual time by projects, Actual time by account and project, Planned vs Actual time, Total Planned time by resource, Total Actual time by resource, Overdue timesheets by resource, Total number of overdue timesheets, Timesheets hours by resource by week
Precursive Time Trends	Actual Time by activity, Billable vs Non-billable time per month, Planned time per account per month, Actual time per account per month, Planned and actual time per project per month,
Precursive Utilisation Trends	Forecast and Actual utilisation per department, Forecast and Actual billable utilization per department, Forecast and Actual utilisation per role, Forecast and Actual billable utilization per role, Forecast and Actual utilization - total and billable per person
Precursive Revenue Dashboard	Revenue Forecast for T&M and Fixed Price projects, Actual Revenue by account and project, Actual Revenue by project, Forecast vs Actual Revenue by project, Forecast vs Actual Revenue by resource
Precursive Cost Dashboard	Planned Resources Costs by project, Planned Expenses Costs by project, Total Planned Resource Costs, Total Planned Expenses Costs, Actual Resources Costs by project, Actual Expenses Costs by project, Total Actual Resources Costs, Total Actual Expenses Costs, Resources Costs Variance, Expenses Costs Variance, Total Resource Costs Variance, Total Expenses Costs Variance
Precursive Profit & Margin Dashboard	Planned vs Actual Margin by Account for fixed price and t&m projects, Planned vs Actual Margin for fixed price and t&m projects, Planned Margin by project, Actual Margin by project, Planned vs Actual Profit by Account for fixed price and t&m projects, Planned vs Actual Profit by project for fixed price and t&m projects

Reports

You can find your Precursive Reports by either clicking on them directly from the Dashboards above or by navigating to the 'Reports' tab and look for the Precursive folders listed below.

Folder	Name	Description
Precursive Billing	Billable vs non-billable time	Sum of actual billable vs non-billable time recorded this month
Precursive Budget Trends	Accounts with projects over budget	Previous CQ
Precursive Budget Trends	Actual revenue by account per month	Actual Revenue - Current & Previous CQ
Precursive Budget Trends	Actual revenue by department per month	Actual Revenue - Current & Previous CQ
Precursive Budget Trends	Actual revenue by role per month	Actual Revenue - Current & Previous CQ
Precursive Budget Trends	Avg actual margin - last CQ	Actual margin per projects ended in the last CQ
Precursive Budget Trends	Avg actual margin - current CQ	Actual margin per projects ended in the current CQ
Precursive Budget Trends	Forecast revenue by department per month	Forecast Revenue - Next CQ
Precursive Budget Trends	Projects with profit lower than forecast	Previous CQ
Precursive Budgeting	Summary of all planned hours by account	Sum of planned hours by account for current calendar quarter
Precursive Budgeting	Summary of all planned hours by project	Sum of planned hours by resource for current month
Precursive Budgeting	Summary of all planned hours by resource	Sum of planned hours by project for current month
Precursive Cost	Planned vs Actual projects costs	Planned and Actual resources and expenses costs for billable projects
Precursive Margin	Planned margin per project	Planned margin per project - all time
Precursive Margin	Planned margin vs actual margin	Planned margin vs actual margin by project - all time
Precursive Margin	Planned margin per project and phase	My projects planned margin per project and phase - all time
Precursive Margin	Planned vs Actual Margin - Fixed Price	A comparison of planned and actual margin for both t&m and fixed price budget methods - all time
Precursive Margin	Planned vs Actual Margin - T&M, Fixed	Planned vs Actual Margin for fixed price projects - all time
Precursive Margin	Planned vs Actual Margin - T&M	Planned vs Actual Margin for t&m projects - all time
Precursive Profit	Planned vs Actual Profit - Fixed Price	Planned vs Actual Profit for fixed price projects - all time
Precursive Profit	Planned vs Actual Profit - T&M	Planned vs Actual Profit for t&m projects - all time
Precursive Revenue	Forecast vs Actual Revenue - Fixed Price	Planned vs actual revenue by project - all time
Precursive Revenue	Forecast vs Actual Revenue - T&M	Forecast revenue by project and resource for t&m projects - all time
Precursive Revenue	Forecast vs Actual Revenue	Forecast revenue by project and resource for all projects - all time
Precursive Revenue	Planned vs actual revenue by project	Revenue forecast vs actual by resource for t&m projects - all time
Precursive Revenue	Revenue forecast by project	Forecast vs Actual Revenue by project by account for all projects - all time
Precursive Revenue	Revenue forecast by project and resource	Forecast vs Actual Revenue by project for t&m projects - all time
Precursive Revenue	Revenue forecast vs actual by resource	Forecast vs Actual Revenue by project for fixed price projects - all time
Precursive Scheduling	Available Hours by Roles	Available hours by role and resource for this month
Precursive Scheduling	Open Requests	Sum of requested hours for all open resource requests, by role and account
Precursive Time Trends	Actual time by activity per month	Actual Time by activity - Current & Previous CQ
Precursive Time Trends	Actual time per project per month	Actual Time - Current & Previous CQ
Precursive Time Trends	Billable vs Non-Billable time per month	Billable vs Non-Billable time - Current & Previous CQ
Precursive Time Trends	Planned time per project per month	Planned Time - Next 90 days
Precursive Time Trends	Time per account per month	Planned and Actual Time - Current & Previous CQ
Precursive Timesheet	Actual time by account by project	Actual time by account by project recorded this month
Precursive Timesheet	All actual time by projects	All actual time by projects
Precursive Timesheet	All actual time by account by project	Unapproved timesheets by project, resource and week
Precursive Timesheet	All actual time by user and project	All actual time by user and project for this year
Precursive Timesheet	Billable vs non-billable actual time	Billable vs non-billable actual time by project, by resource - all time
Precursive Timesheet	Timesheet hours and comments	Planned vs actual hours by resource by week, with timesheets comments
Precursive Timesheet	Overdue timesheets by user	Overdue timesheets by user by week
Precursive Timesheet	Planned vs Actual time	Planned vs Actual time by resource - this month
Precursive Timesheet	Summary of all actuals and activities	Planned vs Actual time by resource - this month
Precursive Timesheet	Unapproved Timesheets by Projects	Unapproved timesheets by project, resource and week
Precursive Utilisation	Actual Billable Utilisation	Last month actual billable utilisation by resource
Precursive Utilisation	Avg Planned Utilisation by Department	Next month avg utilisation by department
Precursive Utilisation	Avg Actual Utilisation by Department	Last month avg actual utilisation by department and by resource
Precursive Utilisation	Actual Billable Utilisation by Role	Last month billable utilisation by role and resource
Precursive Utilisation	Planned Billable Utilisation	Next month billable utilisation by resource
Precursive Utilisation	Planned Billable Utilisation by Role	Next month planned billable utilisation by role and by resource
Precursive Utilisation Trends	Actual billable utilisation/department	Actual Billable Utilisation - Current & Previous CQ
Precursive Utilisation Trends	Actual billable utilisation per person	Actual Billable Utilisation - Current & Previous CQ
Precursive Utilisation Trends	Actual billable utilisation per role	Actual Billable Utilisation - Current & Previous CQ
Precursive Utilisation Trends	Actual utilisation per department	Actual Utilisation - Current & Previous CQ
Precursive Utilisation Trends	Actual utilisation per person	Actual Utilisation - Current & Previous CQ
Precursive Utilisation Trends	Actual utilisation per role	Actual Utilisation - Current & Previous CQ
Precursive Utilisation Trends	Forecast billable utilisation/department	Forecast Billable Utilisation - Current & Next CQ
Precursive Utilisation Trends	Forecast billable utilisation per person	Forecast Billable Utilisation - Current & Next CQ
Precursive Utilisation Trends	Forecast billable utilisation per role	Forecast Billable Utilisation - Current & Next CQ
Precursive Utilisation Trends	Forecast utilisation per department	Forecast Utilisation - Current & Next CQ
Precursive Utilisation Trends	Forecast utilisation per person	Forecast Utilisation - Current & Next CQ
Precursive Utilisation Trends	Forecast utilisation per role	Forecast Utilisation - Current & Next CQ
Precursive Multicurrency	Entries budget metrics in currencies	Timesheet Entries figures recalculated by Multicurrency
Precursive Multicurrency	FX Rates out of sync on Expenses	Expenses that require synchronisation because of currency discrepancies
Precursive Multicurrency	FX Rates out of sync on Phases	Phases that require synchronisation because of currency discrepancies
Precursive Multicurrency	FX Rates out of sync on Requests	Resource Requests that require synchronisation because of currency discrepancies
Precursive Multicurrency	FX Rates out of sync on Entries	Timesheet Entries that require synchronisation because of currency discrepancies
Precursive Multicurrency	Project Budget metrics in currencies	Budgets in Multicurrency
Precursive Demand Forecast	Average Planned Utilization by Role	All planned time (forecast + allocated work) - This & Next Month
Precursive Demand Forecast	Average Planned Utilization	All planned time (forecast + allocated work) - This & Next Month
Precursive Demand Forecast	Forecast Demand - Next 120 Days	All planned time (forecast + allocated work) - Next 120 days
Precursive Demand Forecast	Forecast Demand	All planned time (forecast + allocated work) This & Next Month
Precursive Demand Forecast	Resources by Role	Shows number of resources by role
Precursive Demand Forecast	Upcoming Projects - Next 120 days	All planned time (forecast + allocated work) and the project probability - next 120 days
Precursive Demand Forecast	Upcoming Projects with Margin Forecast	Opportunities with projects. Shows probability and margin of the upcoming projects in the next 120 days
Precursive Invoices	Invoices	Invoices with Invoice Line Items

Related Resources

Precursive Boards - Reports & Dashboards
A Data Dictionary for Precursive PSX (1.83)
Precursive Report Types

(PSX) Precursive Projects - Reports & Dashboards

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Precursive Dashboards

Reports

Related Resources