Precursive PSX
Reports & Dashboards (PSX)
Reporting on Capacity, Utilization Trends & Project Financials (PSX)

(PSX) Precursive Projects - Reports & Dashboards

See what Reports & Dashboards you get out of the box with Precursive.

  • 03-Mar-2025
  • Knowledge

Title
(PSX) Precursive Projects - Reports & Dashboards
URL Name
PSX-Reports-Dashboards
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About

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
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