Project Overview Component Fields and Buttons

Here is a description of the fields on the Project Overview Lightning component.

Project Fields

Field

Description
Currency ISO Code The default currency selected on the project.
End Date The end date of the project.
Project Manager The Project Manager assigned to the project. This is a lookup to the related contact.
Project Name The name of the project.
Project Status Indicates the status of the project, based on the color displayed in the corresponding Project Status picklist.
Start Date The start date of the project.

Actuals Fields

Field

Description
Billed Sum of billed amounts. Expenses, timecard splits and miscellaneous adjustments that are billable contribute to billed revenue after they are billed/invoiced. Milestones contribute to billed and invoiced revenue after they are billed/invoiced.
Billings Sum of ready-to-bill revenue from timecards, milestones, and miscellaneous adjustments.
Bookings Booked revenue for this project. Budgets of type Customer PO and Customer PO Change Order contribute to bookings.
Margin Sum of Billings and Pass-Through Billings minus Total Costs.
Total Cost Total costs from all projects in the project hierarchy.

Buttons

Button Description
Refresh Refreshes the data displayed.
Change View

Enables you to switch between the views available:

  • Summary: Shows a hierarchical view of your projects and includes details such as the project manager and project status for each project record.
  • Revenue Forecasts: Shows the total revenue forecast in each monthly time period for the project records in the hierarchy.
Note:

If you do not have the appropriate permissions to view revenue forecasts, the Summary view is displayed and the option to change view is not displayed in the toolbar. Contact your administrator.
Collapse All Collapses all records in the hierarchy so that only the highest level records are visible.
Expand All Expands all records in the hierarchy so that all of the project records are visible.