The Project Summary Report is intended to summarize revenue, expenses, net income, assets, liabilities, and transaction count by project.
What this report is for
Use Project Summary Report to review project-level financial totals from project-tagged journal entry activity.
Project IDs are maintained in Projects Overview and assigned to manual journal entry lines.
Current availability
As of this review, the Project Summary Report screen is visible in the Financial Reports menu and loads project choices, but the report data source is not currently available. Users may see Error fetching project summary data until the report is fully wired.
This page documents the visible screen and intended behavior from the current client implementation.
Screen path
Dashboard > Finance > Reports > Project Summary Report
Report controls
| Control | Use |
|---|---|
Project |
Choose All Projects or one project. |
Start Date |
Start date for the summary. Defaults to January 1 of the current year. |
End Date |
End date for the summary. Defaults to the current date. |
Refresh |
Reloads summary data for the selected filters. |
Close |
Returns to the Financial Reports menu. |
The screen also reloads when project or date filters change.
Intended report layout
When project summary data is available, the report shows:
| Column | What it shows |
|---|---|
Project ID |
Project identifier. |
Project Name |
Project name and description when available. |
Status |
Active or inactive project status. |
Revenue |
Project revenue total. |
Expenses |
Project expense total. |
Net Income |
Revenue less expenses. |
Assets |
Project asset total. |
Liabilities |
Project liability total. |
Transactions |
Count of transactions included. |
The report includes totals across the current view and a performance summary showing active projects, total projects, profitable projects, and loss projects.
What happens behind the scenes
Opening the report does not change records.
The screen loads project records from the finance project list. It then attempts to load project summary data using the selected project and date range.
The intended summary is based on journal entry lines assigned to project IDs. Project setup and project assignment are handled in GL & Close and Journal Entries.
Troubleshooting
Error fetching project summary data
Likely cause: The report data source is not currently available.
Safe fix: Use Journal Entries Overview search or General Ledger Overview while the project summary data source is being addressed.
Contact support if: Project summary reporting should be available in your environment but the error remains.
No projects found
Likely cause: No finance projects have been created.
Safe fix: Create projects in Projects Overview, then assign project IDs to journal entry lines.
Contact support if: Projects exist but do not appear in the report.
No project data found
Likely cause: No journal entry lines use that project ID in the selected date range, or the project report data source is unavailable.
Safe fix: Review project-tagged journal entries and confirm the date range.
Contact support if: Project-tagged entries exist but do not appear after the report data source is available.