(PSX) Precursive Projects - Reports & DashboardsSee what Reports & Dashboards you get out of the box with Precursive.03-Mar-2025Knowledge
InformationTitle(PSX) Precursive Projects - Reports & DashboardsURL NamePSX-Reports-DashboardsBodyAbout 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 & DashboardsA Data Dictionary for Precursive PSX (1.83)Precursive Report Types
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