Project Portfolio
Use for a company-wide view of project profitability and current project position.
- management review
- comparing projects
- identifying profitable and at-risk projects
- checking contract, cost, and margin position
Who can use it
- Reports is available to company Admins.
Overview and audience
Reports provides downloadable Excel exports for analysis, review, and sharing.
The page does not change operational records. It creates read-only snapshots based on the data and filters available at the time of export.
Available reports depend on the company’s enabled modules.
| Role | Access |
|---|---|
| Reports is available to company Admins. |
Role
Reports is available to company Admins.
Access
Permission matrix
Other roles generally use operational pages and assigned workflows rather than company-wide exports.
Export workflow
- 1
Export Date Range
Use Export Date Range to limit activity-based reports to a specific period.
Apply the selected range before exporting.
Use Clear to remove the date filter.
The date range may affect records such as:
- labor
- attendance
- project expenses
- company expenses
- billings
- collections
- workforce activity
- 2
Lifetime profitability note
Project Portfolio profitability remains lifetime-based even when an export date range is selected.
The date range limits relevant activity records, but it does not redefine the project’s full historical profitability baseline.
- 3
Project filter
Project Profit Reports may include a project selector.
Choose:
More detail
- a specific project
- All Projects
The selected project filter applies only to report types that support project-level filtering.
When the project list cannot load, exports may temporarily use All Projects until the list becomes available again.
- 4
Exporting a report
Choose the required report card and select Export Excel.
The downloaded file reflects the records available under:
More detail
- the selected date range
- selected project where supported
- current company access
- enabled modules
- current record statuses
Review the exported file before sharing it externally.
Project profit reports
Collections / Cashflow
Use for billings, payments, collected amounts, outstanding balances, and collection rates.
- receivables review
- collection follow-up
- cashflow meetings
- project payment monitoring
Project Expenses
Use for submitted, approved, and rejected project expenses.
- expense review
- project-cost analysis
- receipt and category checking
- approval monitoring
Project Labor
Use for project labor records, including supported individual and batch labor information.
- labor-cost analysis
- project staffing review
- manual and field-record comparison
- labor approval review
Materials & Requisition
Available when the Materials & Requisition module is enabled.
Quotations
Available when the Quotations module is enabled.
Company finance reports
Company Expenses
Use for office, executive, and miscellaneous overhead expenses.
- overhead review
- company-cost analysis
- monthly expense monitoring
- management reporting
Budget Releases & Liquidation
Available when the module is enabled.
Salaries & Payroll
Available when the module is enabled.
Workforce reports
Labor & Attendance
Use for attendance and workforce labor activity.
- attendance review
- work-hour analysis
- employee activity checking
- operational reporting
Team & Users
Use for company users, roles, assignments, and supported workforce records.
- access review
- staffing review
- project-team checking
- user administration
Kiosk Attendance
Available when Kiosk Attendance is enabled.
Module-based availability
Examples include:
- Materials & Requisition
- Quotations
- Budget Releases & Liquidation
- Salaries & Payroll
- Kiosk Attendance
Reports linked to optional modules appear only when the company can access the related module.
- A hidden report card usually means the module is not enabled or the current company cannot read it.
Status interpretation callout
Record statuses in exports
Exports may include records in different statuses, depending on the report.
- pending
- approved
- rejected
- completed
- cancelled
- partially collected
- paid
- Review status columns carefully before totaling or interpreting exported values.
- Do not treat pending or rejected costs as approved actual cost.
Important limitations
- Reports is Admin-only.
- Exports are read-only snapshots.
- Available reports depend on enabled modules.
- Date filters do not redefine lifetime project profitability.
- Pending or rejected records may still appear depending on the report.
- Exported files do not update automatically after download.
- Excel column layouts may differ between report types.
- Reports do not replace formal accounting, payroll, or statutory reporting systems.
Where to find help
Use the ? button in the web application for the current page guide, Getting Started, Module Guides, and Contact Support.
Related links
Jump to the module, marketplace, or broader help resources.