Using the Project Overview

Provided it has been added by an administrator, the Project Overview is displayed on a project page. It:

  • Provides a hierarchical view of your projects and their associated details in relation to the currently retrieved project.
  • Helps you to determine whether a hierarchy is required for your current projects.

For more information on hierarchies, see Project Hierarchies.

The Project Overview contains the following views:

  • Summary: Shows details for each of the project records in the hierarchy.
  • Revenue Forecasts: Shows the total revenue forecast in each monthly time period for each of 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.

To switch between the Summary and Revenue Forecasts views, select the appropriate option from the drop-down menu in the toolbar.

Tips:

You can navigate to a project record by clicking its name in the Name column.Alternatively, when clicking through to the Project Overview from a project record page, the specific project row is highlighted.

You can refresh the records displayed by clicking . Expanded columns and sections are retained when refreshing the Project Overview grid, as well as any customizations you make to the layout.

Viewing the Summary

The Summary view of the Project Overview grid includes the following details for each project record:

  • Currency ISO Code
  • End Date
  • Project Name
  • Project Manager
  • Project Status
  • Start Date
Notes:
  • You can drag the columns to change their order if required.
  • The currency of related fields will display in their column. For all other fields, refer to the Currency ISO column to view their currency.

The project status displays depending on the criteria your project status is measured by. You can use Salesforce Flow Builder to apply your own logic and control the behavior of the Project Status color indicator field, using the value displayed in another field. For more information, see the "Project Status" section in Project Fields.

You can also view the following Project Actuals fields:

  • Billed
  • Billings
  • Bookings
  • Margin
  • Total Costs

For more information, see Actuals and Project Overview Component Fields and Buttons

Note:

Actuals fields are not shown in Project Overview if a perpetual time period has not been set in your org.

Viewing Revenue Forecasts

The Revenue Forecasts view shows the total revenue forecast in each monthly time period for each of the project records in the project hierarchy. The total revenue forecast for a project is the sum of the actuals, scheduled revenue, and unscheduled revenue for the corresponding monthly time period.

Note:

Provided you have the PSA - View Forecasts permission set, you can view monthly revenue forecasts for any projects you have permission to view. If you do not have the appropriate permissions, the Revenue Forecasts view is not available in the toolbar.

The row in the grid that represents the current project is highlighted in bold to help you read the values across the grid.

If a cell is empty, it means there is no revenue forecast data for the corresponding project and monthly time period. If a cell contains a zero, it means the forecasted revenue for that project and monthly time period is 0.

To view the latest data, click Refresh. The data is reloaded in both the Summary and Revenue Forecast views.

For more information, see Viewing Revenue Forecast Records.