This screen displays all the summary financial data for a project, including the budget, actuals, and invoiced amounts.
Use this view to compare the project budget including dollars and time allocated, actual time and related fees as well as invoiced amounts and balances to be billed. This view provides valuable information about the status of a project.
As you enter time and expense entries, project managers can monitor real-time actual to budget performance.
Basic/Additional Services
This view also shows invoiced amounts by phase and remaining balance to be invoiced by phase. Time and material (additional services) charges incurred on the project are displayed in the lower grid.
The % column in the Actual section = Actual Fee + NR Expenses / Budget Fee + NR Expenses
Calendar:
Click
to open a calendar and display the Start Date and End Date fields. Use
the calendar to select the dates on which the phase will begin and end.
This allows
you to know that a phase is budgeted at, say, $10,000 and the total
time from start to finish is 4 months. In addition, related reports can
show revenue forecasting based on the budgets and these dates.
For example,
if a phase was budgeted at $10,000 and the total time from start to finish
is 4 months, the revenue forecast would be $2,500/month.
Sub-phases cannot be scheduled, only parent phases can.
Action
Create Invoice:
Click to create a new invoice (draft) for the selected project.
Delete Draft:
Select this option to delete a draft copy of an invoice. You can view this option after creating a new draft invoice here.
Finalize Draft:
Select this option to finalize a draft invoice and post it. You can view this option after creating a new draft invoice here.
View Draft:
Select this option to view a draft version of an invoice.
Expand Phases:
Select to display all phases on the grid.
Collapse Phases:
Select to hide all phases on the grid.
Expand Job Codes:
Select to display all job codes on the grid.
Collapse Job Codes:
Select to hide all job codes on the grid.
Help:
Opens the ArchiOffice Online Help in the Preferences section.
Print Project Summary:
Select to print the Project Billing Summary report that displays the information seen on this screen.
Button Panel
Search 
:
Use this search field to quickly locate projects. The field's predictive search instantly display results as you type in this field.
Active only:
Mark this check box to search only the active projects.
Previous:
Click to display the previous project record.
Next:
Click to display the next project record.
Help:
Opens the ArchiOffice Online Help in the Projects section.
Action
New:
Select to create a new project.
Duplicate:
Select to duplicate an active project record.
Delete:
Select to delete a project. This is a secure privilege available only when specifically allowed in the Preferences screen.
My List:
Select to view projects assigned to you.
List
Select to view a list of all the projects.
Find:
Use this option to locate projects matching specific criteria, with the resulting Found Set displayed in the List View.
Re-Find:
Select to return to the last Find criteria so you can modify the requests before executing the search.