How to read the financial dashboard (Efficiency, Costs and Bars)

Step 1: Open the dashboard

In the project's Financial area, the dashboard is at the top. Collapsed, it shows two numbers: total expenses, labelled Expenses, and the Contract Value. Tap the arrow below them to open the dashboard with the Efficiency, Costs and Bars tabs; it opens on Costs. Tap the info icons to read what each number means.

Step 2: Efficiency

Compares Physical Progress, the project's progress based on schedule stages, with Financial (Project), expenses linked to stages divided by the contract value. Below that you see the status:

• Ahead: financial is more than 5 points ahead of physical
• Safe: physical is more than 5 points ahead of financial
• Balanced: the gap is 5 points or less

Step 3: Costs

• Cost per m²: all expenses divided by the project area; with no area, you'll see Area not informed; with an account in the United States, Cost per ft²
• Admin Costs: expenses with no stage (Not linked)
• Incomes, Expenses and Balance: total income, total expenses and the difference

Step 4: Bars

Shows two bars measured against the contract value: Budgeted (Stages), the total planned value of the stages, and Paid (Finance), expenses linked to stages. Below are Spending Efficiency, paid divided by budgeted, and Contract Balance, contract minus paid. The tab shows project totals, not each stage; the amount paid per stage is in the Schedule: What Budgeted, Measured and Can Pay mean

Step 5: Filters change the dashboard

The dashboard only adds up the entries on the list. With a search or a type or stage filter on, every number in the dashboard counts only those entries. Clear the filters to see the whole project: How to filter entries and generate the statement