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Project Summary

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Details

 

The Project Summary report is really more of an "internal" report vs. one you would generate for a client, although we list this as a Client Report. It is a summary of the entire project with no line item details.

 

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The Project Summary report can be run from the Client reports list. It is also the default report that will generate when you click the [Project Summary] button on the Reports ribbon:
 

project_summary_button_on_ribbon.png

 

There is a Report Setting available to change the report that generates for this button.

Equipment

 

This section displays the equipment totals for the project:

 

project summary equipment.jpg

Labor

 

This section displays the labor totals for the project:

 

project summary labor.jpg

Profit Analysis

 

This section shows the margin and markup for equipment and labor:

 

project summary profit analysis.jpg

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