Project Reporting
Guide to project reports, dashboards, and analysis in NetSuite.
Standard Reports
Project Summary Reports
PROJECT STATUS REPORT
───────────────────────────────────────────────────────────
Navigation: Reports > Projects > Project Status Summary
Sample Output:
┌────────────────────────────────────────────────────────────────────────┐
│ Project Customer Manager Status % Complete │
│ ─────── ──────── ─────── ────── ────────── │
│ PRJ-00125 ABC Co. John Smith In Progress 75% │
│ PRJ-00130 XYZ Corp Jane Doe In Progress 40% │
│ PRJ-00131 DEF Inc. Bob Wilson Completed 100% │
└────────────────────────────────────────────────────────────────────────┘
Filters:
• Status
• Project Manager
• Customer
• Date Range
Project Profitability Report
PROJECT PROFITABILITY REPORT
───────────────────────────────────────────────────────────
Navigation: Reports > Projects > Project Profitability
┌────────────────────────────────────────────────────────────────────────┐
│ Project Revenue Cost Margin Margin% Status │
│ ─────── ─────── ──── ────── ─────── ────── │
│ PRJ-00125 $75,000 $46,500 $28,500 38% ✓ Good │
│ PRJ-00130 $40,000 $32,000 $8,000 20% ⚠ Low │
│ PRJ-00131 $25,000 $15,000 $10,000 40% ✓ Good │
│ PRJ-00132 $60,000 $70,000 $(10,000) -17% ❌ Loss │
│ ────────────────────────────────────────────────────────────────────── │
│ Total $200,000 $163,500 $36,500 18% │
└────────────────────────────────────────────────────────────────────────┘
Budget vs Actual Report
PROJECT BUDGET VS ACTUAL
───────────────────────────────────────────────────────────
Navigation: Reports > Projects > Project Budget vs Actual
Project: PRJ-00125
┌────────────────────────────────────────────────────────────────┐
│ Category Budget Actual Variance % │
│ ──────── ────── ────── ──────── ─ │
│ Labor Hours 400 320 80 80% │
│ Labor Cost $50,000 $40,000 $10,000 80% │
│ Expenses $10,000 $8,500 $1,500 85% │
│ ───────────────────────────────────────────────────────────── │
│ Total Cost $60,000 $48,500 $11,500 81% │
│ │
│ Revenue Budget $100,000 $75,000 $(25,000) 75% │
│ Margin $40,000 $26,500 $(13,500) 66% │
└────────────────────────────────────────────────────────────────┘
Resource Reports
Resource Utilization
RESOURCE UTILIZATION REPORT
───────────────────────────────────────────────────────────
Navigation: Reports > Projects > Resource Utilization
Period: January 2026
┌────────────────────────────────────────────────────────────────┐
│ Employee Capacity Billable Non-Bill Util% │
│ ──────── ──────── ──────── ──────── ───── │
│ John Smith 160 hrs 120 hrs 20 hrs 88% │
│ Jane Doe 160 hrs 140 hrs 10 hrs 94% │
│ Bob Wilson 160 hrs 100 hrs 30 hrs 81% │
│ Mary Jones 160 hrs 80 hrs 40 hrs 75% │
│ ───────────────────────────────────────────────────────────── │
│ Department 640 hrs 440 hrs 100 hrs 84% │
└────────────────────────────────────────────────────────────────┘
Target: 80% billable utilization
Resource Allocation by Project
ALLOCATION BY PROJECT
───────────────────────────────────────────────────────────
Employee: John Smith
Period: January 2026
┌────────────────────────────────────────────────────────────────┐
│ Project Allocated Actual Variance │
│ ─────── ───────── ────── ──────── │
│ PRJ-00125 60 hrs 65 hrs (5 hrs) over │
│ PRJ-00130 40 hrs 35 hrs 5 hrs under │
│ PRJ-00131 20 hrs 20 hrs on target │
│ ───────────────────────────────────────────────────────────── │
│ Total 120 hrs 120 hrs 0 │
└────────────────────────────────────────────────────────────────┘
Time Reports
Time by Project Report
TIME BY PROJECT
───────────────────────────────────────────────────────────
Period: January 2026
┌────────────────────────────────────────────────────────────────┐
│ Project Task Employee Hours Billable│
│ ─────── ──── ──────── ───── ────────│
│ PRJ-00125 Development John Smith 40 Y │
│ PRJ-00125 Development Jane Doe 35 Y │
│ PRJ-00125 Testing Bob Wilson 20 Y │
│ PRJ-00125 Admin John Smith 5 N │
│ ───────────────────────────────────────────────────────────── │
│ PRJ-00125 Total 100 │
└────────────────────────────────────────────────────────────────┘
Time Approval Status
TIME APPROVAL STATUS
───────────────────────────────────────────────────────────
Period: Week of Jan 15-21, 2026
┌────────────────────────────────────────────────────────────────┐
│ Employee Submitted Approved Pending Missing │
│ ──────── ───────── ──────── ─────── ─────── │
│ John Smith 40 hrs 40 hrs - - │
│ Jane Doe 38 hrs 35 hrs 3 hrs 2 hrs │
│ Bob Wilson - - - 40 hrs │
│ Mary Jones 42 hrs - 42 hrs - │
└────────────────────────────────────────────────────────────────┘
Financial Reports
Revenue Recognition Report
REVENUE RECOGNITION BY PROJECT
───────────────────────────────────────────────────────────
Period: January 2026
┌────────────────────────────────────────────────────────────────┐
│ Project Contract Prior Rev Current Total Rev │
│ ─────── ──────── ───────── ─────── ───────── │
│ PRJ-00125 $200,000 $80,000 $40,000 $120,000 │
│ PRJ-00130 $100,000 $25,000 $15,000 $40,000 │
│ PRJ-00131 $75,000 $60,000 $15,000 $75,000 │
│ ───────────────────────────────────────────────────────────── │
│ Total $375,000 $165,000 $70,000 $235,000 │
└────────────────────────────────────────────────────────────────┘
WIP Report
WORK IN PROGRESS REPORT
───────────────────────────────────────────────────────────
As of: January 31, 2026
┌────────────────────────────────────────────────────────────────┐
│ Project Costs to Date Billed WIP Balance │
│ ─────── ───────────── ────── ─────────── │
│ PRJ-00125 $48,500 $75,000 $(26,500) │
│ PRJ-00130 $32,000 $25,000 $7,000 │
│ PRJ-00131 $15,000 $25,000 $(10,000) │
│ ───────────────────────────────────────────────────────────── │
│ Total $95,500 $125,000 $(29,500) │
└────────────────────────────────────────────────────────────────┘
Note: Negative WIP = Billed ahead of costs
Saved Searches
Active Projects Search
// Saved Search: Active Projects
Type: Project
Criteria:
Status = In Progress
End Date >= today
Results:
Project Name
Customer
Project Manager
% Complete
Budgeted Revenue
Actual Revenue
Days Until Deadline (Formula)
= {enddate} - SYSDATE
At-Risk Projects Search
// Saved Search: At-Risk Projects
Type: Project
Criteria:
Status = In Progress
Formula (Numeric) < 0
= {budget} - {actualcost}
OR
Formula (Numeric) > 20
= (SYSDATE - {startdate}) / ({enddate} - {startdate}) * 100
- {percentcomplete}
Results:
Project Name
Customer
Budget
Actual Cost
Variance
% Complete
Expected % by Date
Unbilled Time Search
// Saved Search: Unbilled Time by Project
Type: Time Entry
Criteria:
Billable = Yes
Approved = Yes
Charge Status = Not Yet Charged
Summary:
Group By: Project
Results:
Project (Group)
Sum (Hours)
Sum (Amount) // hours × rate
Dashboards
Project Manager Dashboard
PROJECT MANAGER DASHBOARD
───────────────────────────────────────────────────────────
┌─────────────────────────────────────────────────────────────────┐
│ MY ACTIVE PROJECTS │
│ ═══════════════════ │
│ │
│ Project Customer % Complete Margin Status │
│ PRJ-00125 ABC Co. 75% 38% On Track │
│ PRJ-00130 XYZ Corp 40% 20% At Risk │
│ PRJ-00131 DEF Inc. 95% 45% Closing │
└─────────────────────────────────────────────────────────────────┘
┌─────────────────────────────────────────────────────────────────┐
│ ACTION ITEMS │
│ ════════════ │
│ │
│ • 3 time entries pending approval │
│ • 2 expense reports to review │
│ • 1 project milestone due this week │
│ • 1 project ending in 7 days │
└─────────────────────────────────────────────────────────────────┘
Executive Dashboard
EXECUTIVE PROJECT OVERVIEW
───────────────────────────────────────────────────────────
PORTFOLIO SUMMARY FINANCIAL SUMMARY
───────────────── ─────────────────
Active: 15 projects Revenue YTD: $1.2M
Completed: 8 projects Cost YTD: $850K
At Risk: 3 projects Margin: 29%
Target: 30%
BILLABLE UTILIZATION REVENUE FORECAST
──────────────────── ────────────────
Current: 82% Q1: $450K
Target: 80% Q2: $500K
Trend: ↑ Q3: $400K
Key Metrics
Project KPIs
| Metric | Calculation | Target |
|---|---|---|
| Billable Utilization | Billable Hours / Capacity | 80% |
| Gross Margin | (Revenue - Cost) / Revenue | 30% |
| On-Time Delivery | Projects on-time / Total | 90% |
| Budget Variance | (Budget - Actual) / Budget | <10% |
| Unbilled Revenue | Earned - Billed | Minimize |
Best Practices
Reporting
| Practice | Recommendation |
|---|---|
| Weekly review | Project status update |
| Monthly | Financial review, profitability |
| Alerts | Set up for at-risk conditions |
| Dashboards | Role-based views |
| Automation | Scheduled reports |
Common Issues
| Issue | Cause | Resolution |
|---|---|---|
| Missing data | Time not entered | Enforce time entry |
| Reports slow | Too much data | Add date filters |
| Wrong numbers | Unapproved entries | Approve time/expenses |
| No visibility | Wrong permissions | Check role access |
Related Topics
- Project Costing - Cost analysis
- Revenue Recognition - Rev rec
- Resource Allocation - Utilization