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Reports and Dashboards

Project Tracking report

The Project Tracking report lets you track the status of projects in Practice CS. The report lists staff members involved with the project; important dates such as start, received, and completed dates; and the number of times the project has been extended.
note
This report is available only if you're licensed for the Project Management module.
To view and print the Project Tracking report, select
File
 then
Print Reports
. In the Print Reports screen, select
Project Tracking
 in the available reports pane and then
Select
.
The report includes the following information.
  • ID, Project Description
    : The number and description assigned to the project at setup
  • Client Name
    : The client assigned to the project
  • Responsible
    : The staff member assigned to the project at setup
  • Priority
    : The priority (Low, Normal, or High) assigned to the project at setup
  • Target Start / Target Complete
    : The target dates assigned to the project at setup
  • Received
    : The date that the project was received
  • Actual Start / Actual Complete
    : The actual start and complete dates entered for the project
  • Current Due Date
    : The due date entered for the project at setup
  • Tracking
    : Indicates the status of the project
  • Ext
    : The number of times the project has been extended
important
When you enable security privileges for a report on the Security Groups setup screen, Practice CS may also enable privileges to view the data available on the report. Conversely, removing privileges for viewing data may also remove privileges for related reports. Consult the
Privileges changed
 pane on the Security Groups setup screen to see all privilege changes that are triggered by enabling access to a report.
For this report, if no privileges are already enabled for the Data, Schedule Item Data, Project Data, View security option, full privileges will be enabled.
If your firm has multiple offices, you may want to rescind privileges to information for other offices.

This article applies to:

  • PRODUCT: Practice CS
  • Subject: Reports,Dashboards