Project Summary
Overview
Below is a business‑focused explanation of the Project Summary report in Dafater.
Project Summary Report – Business Overview
What Business Information This Report Provides
The Project Summary report gives management a consolidated, high‑level view of all projects in Dafater. It shows how projects are progressing, how much value they represent, and their current financial and operational status.
This report helps answer questions such as: - Which projects are active, completed, or delayed? - How much revenue or cost is associated with each project? - Which customers or departments have ongoing projects? - Are projects moving according to plan?
It is designed for quick review and decision‑making rather than detailed task‑level analysis.
When and Why to Use This Report
You should use the Project Summary report when you need: - A management overview of all projects - Periodic reviews (weekly, monthly, quarterly) - To track progress and performance across multiple projects - To support planning, prioritization, and resource decisions - To prepare status updates for leadership or stakeholders
It is especially useful for project managers, department heads, finance teams, and senior management.
Key Columns and Their Business Meaning
While exact columns may vary by configuration, the Project Summary report typically includes:
Project
The name or ID of the project. Helps identify and reference each initiative.Customer / Client
Indicates who the project is for. Useful for client‑wise performance tracking and relationship management.Project Status
Shows whether the project is Open, Completed, On Hold, or Cancelled. This helps quickly assess overall project health.Expected Start Date / Expected End Date
Planned timelines for the project. Used to monitor schedule adherence.Actual Start Date / Actual End Date
Shows when work really started or finished, helping identify delays or early completions.Project Value / Estimated Cost
Represents the financial importance of the project. Useful for revenue forecasting and cost control.Completion Percentage
Indicates how much of the project work is done. Helps track progress at a glance.Company or Department
Shows which internal unit is responsible for the project, supporting accountability and performance analysis.
Available Filters and Their Business Purpose
The Project Summary report usually includes filters such as:
Company
View projects for a specific legal entity or business unit.Customer
Focus on projects for a particular client.Project Status
Filter by Open, Completed, or other statuses to focus on active or closed work.Date Range
Analyze projects starting or ending within a specific period.Project Manager or Department
Review performance and workload for specific teams or leaders.
These filters help tailor the report to specific business questions without reviewing unnecessary data.
How to Interpret the Results for Business Decisions
- Many open projects with low completion percentages may indicate resource constraints or planning issues.
- Projects exceeding their expected end dates highlight risks and may require management attention.
- High‑value projects nearing completion may signal upcoming revenue recognition or billing opportunities.
- Repeated delays for a specific customer or department may suggest process or communication challenges.
- A balanced mix of completed and active projects generally indicates healthy project flow.
By comparing planned versus actual data, decision‑makers can improve forecasting and execution.
Common Use Cases and Scenarios
- Management review meetings to discuss project pipeline and progress
- Client account reviews to assess ongoing and completed engagements
- Operational planning to allocate resources across projects
- Financial planning to estimate upcoming revenue or costs
- Performance evaluation of project managers or departments
- Early risk identification for delayed or stalled projects
Summary
The Project Summary report in Dafater is a powerful management tool that provides a clear snapshot of project performance, status, and value. It supports informed decision‑making, improves visibility across the organization, and helps ensure projects stay aligned with business goals.
Report Information
- Module: Projects
- Related DocType: Project
- Report Type: Script Report
- Standard: Yes