How to View the Project Cycle Report

The Project Cycle Report in iDempiere helps you understand the realistic value and progress of projects based on their current stage.

Instead of showing full project amounts, the report adjusts quantities and amounts according to the project’s lifecycle stage, giving a more accurate picture of expected revenue and progress.

The Project Cycle Report Shows

The Project Cycle Report displays projects grouped by their cycle stage, along with key financial and quantity information such as

  • Planned quantity and planned amount
  • Committed quantity and committed amount
  • Invoiced quantity and invoiced amount
  • Planned margin
  • Remaining project balance

All values shown in the report are stage-adjusted, not raw project totals.

How the Report Determines Project Stage

Each project is linked to a project phase. That phase is mapped to a cycle step, which represents the current stage of the project (for example, early stage, in progress, or near completion).

Each cycle step has a weight that represents how likely the project is to complete or how far it has progressed.

  • Early-stage projects have a lower weight
  • Advanced-stage projects have a higher weight

The report automatically applies this weight when calculating values.

How Values Are Calculated in the Report

The report multiplies the project’s quantities and amounts by the weight of the current cycle step.

For example

  • If a project is in an early stage, only part of its value is shown
  • If a project is in a later stage, more of its value is included
  • If a project is fully committed, the full value is shown

Currency Handling in the Report

If projects use different currencies, the Project Cycle Report automatically converts all values into the cycle’s reporting currency. This allows you to compare and total values across multiple projects without manual conversion.

The Project Cycle Report provides a clear, stage-based view of project performance by adjusting values according to progress. This helps users avoid overestimating project value, improves forecasting accuracy, and supports better planning and decision-making across all active projects.

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