Reports for projects

In addition to an overview of the individual reports, you will also find the registration information on how the report is registered in Vertec.

As of the cut-off date, this report shall provide an analysis of outstanding and outstanding eligible services as well as expenses and advance downpayments per project and phase of the project.

• The effective date is the last of the last month.
• For each project there is a total line incl. downpayment and, if available, a sublist of phases with the values per phase.
• The project line calculates the totals independently, so it does not represent “totals” of the phase list. There may be deviations here, for example, if a project has services that are not in a phase and services that are in a phase.
• Completed lump sum phases automatically calculate the external values of the services, expenses and outlays as soon as they are completed. For lump sum phases that are not completed, the sums of the services, expenses and outlays are calculated using the budgeted values, i.e. planValueExt, planValueInt, planExpenseValue and planExpenseValue.
• Only flat-rate phases are taken into account which involve services, expenses or outlays. Otherwise, they are not considered to be “work in progress”.
• Projects which do not have any services, expenses, outlays or downpayments will not be shown.
• Downpayments which have not yet been invoiced shall not be taken into account.

Registration information

• Type: Office report
• Class: Project
• Output format: Word, PDF or Excel
• Executable on: Single + List
• Internal Name: CommencedWork
• Active: yes

Represents the budget and actual services per project and phases by cut-off date.

• The effective date is the last of the last month.
  • For the project budget figures, the effective date is irrelevant.
  • Phased budget figures take into account the effective date if they have been tracked.
  • For the effective service sums and the remaining budget, all services up to the effective date are taken into account. This is the same for projects and phases.
• Only phases with the status “Accepted” or “Completed” are listed.
• The lists are grouped by currency.

Service sums are used, not sums of services. For possible differences, see Sums of service sums <> Sum of services.  

Registration information

• Type: Office report
• Class: Project
• Output format: Word or PDF
• Executable on: Single + List
• Internal Name: BudgetOverview
• Active: yes

Shows an evaluation of the projects, divided into fees, hours and measures. Only the services of the selected date period are taken into account. The default is the last month.

Registration information

• Type: Office report
• Class: Project
• Output format: Word or PDF
• Executable on: Single + List
• Internal Name: ProjectEvaluation
• Active: yes

Displays all accounts receivable postings of the project (grouped by account). When querying the date range, it is possible to specify whether the open invoices should also be listed.

Postings are grouped by currency and the total is issued with a note of the currency.

Registration information

• Type: Office report
• Class: Project
• Output format: Word or PDF
• Executable on: Single + List
• Internal Name: RecapitulationOfBookings
• Active: yes

Lists all downpayments of the selected projects, including an overview of the invoices from which the downpayments were deducted.

• By effective date. The default is the last of the last month. The effective date is displayed as a subtitle on the report.
• Only downpayments are shown which have a balance (or had at the effective date)
• Only deductions are shown on invoices that were charged already settled on the effective date
• The lists are grouped by currency

Registration information

• Type: Office report
• Class: Project
• Output format: Word or PDF
• Executable on: Single + List
• Internal Name: AdvancePayments
• Active: yes

Creates a letter from the project with the customer address from the CRM as the recipient.

Registration information

• Type: Office report
• Class: Project
• Output format: Word or PDF
• Executable on: Single
• Active: yes

Creates a short letter with checkboxes from the project with the customer address from the CRM as the recipient.

Registration information

• Type: Office report
• Class: Project
• Output format: Word or PDF
• Executable on: Single
• Active: yes

Creates a memo template from the project with the customer address from the CRM as the recipient.

Registration information

• Type: Office report
• Class: Project
• Output format: Word or PDF
• Executable on: Single
• Active: yes

In Vertec versions before 6.6

Displays the trend of hours, fees, costs and resources compared to the respective budget per month within the selected time period. It also provides an Earned Value Analysis, which shows the deviations from the time budgeted values, as well as a Cost Efficiency (CPI) – Time Efficiency (SPI) chart.

Prerequisites

• For budget changes to be tracked over time, the system setting Changes to budget values track on phase must be set to JA.
• The expenditure budget and the fee budget must be reviewed and updated regularly.
• Cost budget: Must always correspond to the total hours until completion of the phase or project.
• Fee budget: corresponds to the contractually agreed fee amount. If the contract or supplementary contracts are increased, the fee budget must be adjusted accordingly.
• In order for the Earned Value Analysis to be able to present meaningful calculations, the start date and the end date must be entered on the phase and, if necessary, updated.

Registration information

• Type: Legacy Office report
• Classes: project, phase
• Output format: Excel
• Executable on: Single
• Active: yes