Help CenterProject Management – Process: Summary & Analytics
Module
Control Center → Project Management
The Summary & Analytics configuration defines which analytical widgets, summaries, and performance indicators are available in projects that use a specific Project Process.
These settings control the visibility of dashboards, charts, and KPI cards shown inside project pages, helping teams monitor progress, effort, cost, risk, and financial performance according to their delivery model.
Access Path
Control Center → Project Management → Process → Summary
1. Purpose of Summary & Analytics
The Summary configuration allows organizations to:
- Control which metrics are visible per process
- Align reporting with methodology (Agile, Waterfall, Hybrid)
- Reduce information overload for simple projects
- Enable advanced analytics for complex or regulated projects
- Ensure consistency across all projects using the same process
Each enabled item becomes part of the Project Summary view.
2. Summary Features Overview
Summary features are enabled using toggle switches.
Each toggle controls the visibility of a specific chart, table, or KPI block.
3. Effort & Resource Analytics
| Feature | Description |
|---|---|
| Resource Effort Breakdown | Chart summarizing estimated, allocated, and spent effort per resource. |
| Effort Deviation | Chart highlighting deviations between planned and actual effort. |
| Work Distribution Summary | Charts showing distribution of work items per resource, segmented by type and status. |
These features support workload balancing and performance tracking.
4. Progress Monitoring
| Feature | Description |
|---|---|
| Progress Summary | Charts detailing overall project progress and progress per work item type. |
| Progress Trend | Graph comparing ideal progress versus actual progress over time. |
| Work Item Deadlines | Table highlighting overdue work items and those nearing deadlines. |
Progress analytics help identify delays early and support proactive management.
5. Margin & Financial Analytics
| Feature | Description |
|---|---|
| Margin Summary | Displays KPI cards for Base, Target, and Actual margins. |
| Margin Status Upper Bound | Defines the upper threshold for margin status indicators. |
| Margin Status Lower Bound | Defines the lower threshold for margin status indicators. |
| Revenue Recognition | Chart showing revenue earned month by month (requires Commercials enabled). |
| Budget Consumption | Charts comparing estimated, allocated, and actual budget in currency and hours (requires Commercials enabled). |
These features are essential for financially driven projects.
6. Expense & Cost Visibility
| Feature | Description |
|---|---|
| Expenses Summary | Two charts summarizing total expenses and expenses per category. |
Expense analytics improve cost transparency and financial control.
7. Risk & Predictive Indicators
| Feature | Description |
|---|---|
| Upcoming Unclosed Risks | Table highlighting the most significant unclosed risks. Requires Risks feature to be enabled. |
| Burndown Chart | Shows remaining work compared to total workload over time. |
| Burnup Chart | Shows completed work compared to total workload over time. |
These indicators support risk mitigation and delivery forecasting.
8. Feature Dependencies
Some summary elements depend on other process features:
- Upcoming Unclosed Risks → Requires Risks
- Revenue Recognition → Requires Commercials
- Budget Consumption → Requires Commercials
If a dependency is not enabled, the summary option will be unavailable or inactive.
9. Methodology Alignment Examples
Waterfall
- Progress Summary
- Progress Trend
- Margin Summary
- Budget Consumption
- Work Item Deadlines
Agile
- Burndown Chart
- Burnup Chart
- Work Distribution Summary
- Effort Breakdown
Hybrid
-
Combination of progress, effort, margin, and risk analytics
10. Best Practices
- Enable only analytics that provide actionable insight
- Use margin thresholds aligned with company financial policies
- Keep Agile summaries lightweight and focused
- Use financial summaries consistently across revenue-driven projects
- Review summary configuration before rolling out a process to production
Related Articles
Project Management – Process (Overview)
Project Management – Process: Core Configuration
Project Management – Process: Features
Project Management – Process: Work Item Types
Project Management – Risks
Project Management – Commercials