Power BI Projects app KPIs and measures

APPLIES TO: Generally available in Business Central 2024 release wave 2.

This page provides a list of all Key Performance Indicators (KPIs) included in the semantic model for the Power BI Projects report.

Explore the list of KPIs below to learn more about how they can help you achieve your business goals.

Each KPI is described, including how it is calculated and what data was used in the calculations.

Project Measures

• No. of Completed Projects
• Project Count
• Tasks Count
• Invoiced (%)
• Completed (%)
• Duration (Days)
• Realization (%)
• Realization Variance

No. of Completed Projects

Formula
The No. of Completed Projects measure calculates the number of projects where the Complete column is "Yes".

Data Sources

• Job

Project Count

Formula
The Project Count measure counts the total number of projects in the Project table.

Data Sources

• Job

Tasks Count

Formula
The Tasks Count measure counts the number of rows in the Tasks table where the Project Task Type has a value of "Posting".

Data Sources

• Job Task

Completed (%)

Formula
Completed (%) = Total Usage Cost / Total Budget Cost

Data Sources

• Job Ledger Entry
• Job Planning Line

Invoiced (%)

Formula
Invoiced (%) = Total Invoiced Price / Total Billable Price

Data Sources

• Job Ledger Entry
• Job Planning Line

Duration (Days)

Formula
The Duration (Days) measure calculates the number of days between the earliest starting date and latest ending date for a given project in the Project table.

Data Sources

• Job

Realization (%)

Formula
Realization % = Billable (Invoiced Price) / Actual (Total Price) Realization (%) = Total Billable Price) / Total Usage Price

Data Sources

• Job Ledger Entry

Realization Variance

Formula
Realization Variance = Total Billable Price - Total Usage Price

Data Sources

• Job Ledger Entry
• Job Planning Line

Obsolete Project Measures

Actual Profit

Formula
Actual Profit = Billable (Invoiced Price) - Actual (Total Cost)

Data Sources

• Job Ledger Entry

Actual Profit Margin %

Formula
Actual Profit Margin % = Actual Profit Margin % / Billable (Invoiced Price)

Data Sources

• Job Ledger Entry

Budget Profit

Formula
Budget Profit = - Budget (Total Price) - Budget (Total Cost)

Data Sources

• Job Ledger Entry
• Job Planning Line

Budget Profit Margin %

Formula
Budget Profit Margin % = Budget Profit / Budget (Total Price)

Data Sources

• Job Ledger Entry
• Job Planning Line

Project Ledger Measures

• Project Ledger Entry Quantity
• Project Ledger Line Amount

• G/L Account Invoiced Cost
• Item Invoiced Cost
• Resource Invoiced Cost

• G/L Account Invoiced Price
• Item Invoiced Price
• Resource Invoiced Price

• G/L Account Invoiced Profit
• Item Invoiced Profit
• Resource Invoiced Profit

• G/L Account Usage Cost
• Item Usage Cost
• Resource Usage Cost

• G/L Account Usage Price
• Item Usage Price
• Resource Usage Price

• Total Invoiced Costs
• Total Invoiced Price
• Total Invoiced Profit
• Total Invoiced Profit Margin %
• Total Usage Cost
• Total Usage Price
• Total Usage Profit
• Total Usage Profit Margin %

Project Ledger Entry Quantity

Formula
The Project Ledger Entry Quantity measure aggregates the Qty. column of the Project Ledger Entry table. The sign is then inverted by multiplying by negative one.

Data Sources

• Project Ledger Entry

Project Ledger Line Amount

Formula
The Project Ledger Line Amount measure calculates the Project Ledger Line Amount by iterating over each Project Ledger Entry and multiplying Quantity by Unit Price (LCY).

Data Sources

• Project Ledger Entry

Invoiced Cost

G/L Account Invoiced Cost

Formula
The G/L Account Invoiced Cost calculates the total invoiced cost for G/L accounts used in a project. It uses the SUM function to add up all entries by the Total Cost (LCY) column where the entry type is "Sale" and the type is "G/L Account".

Data Sources

• Job Ledger Entry

Item Invoiced Cost

Formula
The Item Invoiced Cost calculates the total invoiced cost for items used in a project. It uses the SUM function to add up all entries by the Total Cost (LCY) column where the entry type is "Sale" and the type is "Item".

Data Sources

• Job Ledger Entry

Resource Invoiced Cost

Formula
The Resource Invoiced Cost calculates the total invoiced cost for resources used in a project. It uses the SUM function to add up all entries by the Total Cost (LCY) column where the entry type is "Sale" and the type is "Resource".

Data Sources

• Job Ledger Entry

Invoiced Price

G/L Account Invoiced Price

Formula
The G/L Account Invoiced Price calculates the total invoiced price for G/L accounts used in a project. It uses the SUMX function to calculate the line amount for each entry where the entry type is "Sale" and the type is "G/L Account".

Data Sources

• Job Ledger Entry

Item Invoiced Price

Formula
The Item Invoiced Price calculates the total invoiced price for items used in a project. It uses the SUMX function to calculate the line amount for each entry where the entry type is "Sale" and the type is "G/L Account".

Data Sources

• Job Ledger Entry

Resource Invoiced Price

Formula
The Resource Invoiced Price calculates the total invoiced price for resources used in a project. It uses the SUMX function to calculate the line amount for each entry where the entry type is "Sale" and the type is "Resource".

Data Sources

• Job Ledger Entry

Invoiced Profit

G/L Account Invoiced Profit

Formula
G/L Account Invoiced Profit = G/L Account Invoiced Price - G/L Account Invoiced Cost

Data Sources

• Job Ledger Entry

Item Invoiced Profit

Formula
Item Invoiced Profit = Item Invoiced Price - Item Invoiced Cost

Data Sources

• Job Ledger Entry

Resource Invoiced Profit

Formula
Resource Invoiced Profit = Resource Invoiced Price - Resource Invoiced Cost

Data Sources

• Job Ledger Entry

Usage Cost

G/L Account Usage Cost

Formula
The G/L Account Usage Cost calculates the total usage cost for G/L accounts used in a project. It uses the SUM function to add up all entries by the Total Cost (LCY) column where the entry type is "Usage" and the type is "G/L Account".

Data Sources

• Job Ledger Entry

Item Usage Cost

Formula
The Item Usage Cost calculates the total usage cost for items used in a project. It uses the SUM function to add up all entries by the Total Cost (LCY) column where the entry type is "Usage" and the type is "Item".

Data Sources

• Job Ledger Entry

Resource Usage Cost

Formula
The Resource Usage Cost calculates the total usage cost for resources used in a project. It uses the SUM function to add up all entries by the Total Cost (LCY) column where the entry type is "Usage" and the type is "Resource".

Data Sources

• Job Ledger Entry

Usage Price

G/L Account Usage Price

Formula
The G/L Account Usage Price calculates the total usage price for G/L accounts used in a project. It uses the SUMX function to calculate the line amount for each entry where the entry type is "Usage" and the type is "G/L Account".

Data Sources

• Job Ledger Entry

Item Usage Price

Formula
The Item Usage Price calculates the total usage price for items used in a project. It uses the SUMX function to calculate the line amount for each entry where the entry type is "Usage" and the type is "G/L Account".

Data Sources

• Job Ledger Entry

Resource Usage Price

Formula
The Resource Usage Price calculates the total usage price for resources used in a project. It uses the SUMX function to calculate the line amount for each entry where the entry type is "Usage" and the type is "Resource".

Data Sources

• Job Ledger Entry

Usage Profit

G/L Account Usage Profit

Formula
G/L Account Usage Profit = G/L Account Usage Price - G/L Account Usage Cost

Data Sources

• Job Ledger Entry

Item Usage Profit

Formula
Item Usage Profit = Item Usage Price - Item Usage Cost

Data Sources

• Job Ledger Entry

Resource Usage Profit

Formula
Resource Usage Profit = Resource Usage Price - Resource Usage Cost

Data Sources

• Job Ledger Entry

Totals

Total Invoiced Costs

Formula
Total Invoiced Costs = G/L Account Invoiced Cost + Item Invoiced Cost + Resource Invoiced Cost

Data Sources

• Job Ledger Entry

Total Invoiced Price

Formula
Total Invoiced Price = G/L Account Invoiced Price + Item Invoiced Price + Resource Invoiced Price

Data Sources

• Job Ledger Entry

Total Invoiced Profit

Formula
Total Invoiced Profit = G/L Account Invoiced Profit + Item Invoiced Profit + Resource Invoiced Profit

Data Sources

• Job Ledger Entry

Total Invoiced Profit Margin %

Formula
Total Invoiced Profit Margin % = Total Invoiced Profit / Total Invoiced Price

Data Sources

• Job Ledger Entry

Total Usage Cost

Formula
Total Usage Costs = G/L Account Usage Cost + Item Usage Cost + Resource Usage Cost

Data Sources

• Job Ledger Entry

Total Usage Price

Formula
Total Usage Price = G/L Account Usage Price + Item Usage Price + Resource Usage Price

Data Sources

• Job Ledger Entry

Total Usage Profit

Formula
*Total Usage Profit = Total Usage Price - Total Usage Cost *

Data Sources

• Job Ledger Entry

Total Usage Profit Margin %

Formula
Total Usage Profit Margin % = Total Usage Profit / Total Usage Price

Data Sources

• Job Ledger Entry

Obsolete Project Ledger Measures

Actual (Total Price)

Formula
The Actual (Total Price) measure calculates the total actual cost of project entries by calculating the total price (in local currency) in the Project Ledger Entry table and selecting only those entries with an entry type of "Usage". The result of this calculation is then converted to a positive value.

Data Sources

• Job Ledger Entry

Billable (Invoiced Price)

Formula
The Billable (Invoiced Price) measure shows the total invoiced price of billable project entries by calculating the total price (in local currency) in the Project Ledger Entry table and selecting only those entries with an entry type of "Sale", which indicates that the project entry is billable.

Data Sources

• Job Ledger Entry

Invoiced (Total Cost)

Formula
The Invoiced (Total Cost) measure calculates the total cost of all project ledger entries where the entry type is "Sale" in the Project Ledger Entry table.

Data Sources

• Job Ledger Entry

Invoiced (Total Price)

Formula
The Invoiced (Total Price) measure calculates the total price of all project ledger entries where the entry type is "Sale" in the Project Ledger Entry table.

Data Sources

• Job Ledger Entry

Quantity

Formula
The Quantity measure calculates the total quantity of a product or service used in a project by summing the quantity in the Project Ledger Entry table and converting the measure to a positive value.

Data Sources

• Job Ledger Entry

Total Price

Formula
The Total Price measure calculates the total price of all project ledger entries in the Project Ledger Entry table. It uses the SUMX function to iterate over each row in the table and multiply the quantity and unit price (in local currency) columns for each row. The results of each multiplication are then summed up to produce the total price.

Data Sources

• Job Ledger Entry

Usage

• Actual (Total Cost)
• Gen. Journal Usage (Total Cost)
• Labour Usage (Total Cost)
• Material Usage (Total Cost)

Actual (Total Cost)

Formula
The Actual (Total Cost) measure calculates the total cost (in local currency) of all project ledger entries where the type is "Usage" in the Project Ledger Entry table.

Data Sources

• Job Ledger Entry

Gen. Journal Usage (Total Cost)

Formula
The Gen. Journal Usage (Total Cost) measure calculates the total cost of all project ledger entries where the type is "G/L Account" in the Project Ledger Entry table.

Data Sources

• Job Ledger Entry

Labour Usage (Total Cost)

Formula
The Labour Usage (Total Cost) measure calculates the total cost of all project ledger entries where the type is "Resource" in the Project Ledger Entry table.

Data Sources

• Job Ledger Entry

Material Usage (Total Cost)

Formula
The Material Usage (Total Cost) measure calculates the total cost of all project ledger entries where the type is "Item" in the Project Ledger Entry table.

Data Sources

• Job Ledger Entry

Planning Line Measures

• Planning Line Quantity
• Planning Line Total Cost (LCY)
• Planning Line Total Price (LCY)

• Total Cost Variance to Budget
• Total Cost Variance to Budget %

• G/L Account Billable Costs
• Item Billable Costs
• Resource Billable Costs

• G/L Account Billable Price
• Item Billable Price
• Resource Billable Price

• G/L Account Billable Profit
• Item Billable Profit
• Resource Billable Profit

• G/L Account Budget Costs
• Item Budget Costs
• Resource Budget Costs

• G/L Account Budget Price
• Item Budget Price
• Resource Budget Price

• G/L Account Budget Profit
• Item Budget Profit
• Resource Budget Profit

• Total Billable Cost
• Total Billable Price
• Total Billable Profit
• Total Budget Cost
• Total Budget Price
• Total Budget Profit

Planning Line Quantity

Formula
The Planning Line Quantity measure calculates the sum of the quantity column in the Project Planning Line table.

Data Sources

• Job Planning Line

Planning Line Total Cost (LCY)

Formula
The Planning Line Total Cost (LCY) measure calculates the total cost of all project planning lines in the Project Planning Line table. It uses the SUMX function to iterate over each row in the table and multiply the quantity and unit cost (in local currency) columns for each row. The results of each multiplication are then summed up to produce the total cost.

Data Sources

• Job Planning Line

Planning Line Total Price (LCY)

Formula
The Planning Line Total Price (LCY) measure calculates the total price of all project planning lines in the Project Planning Line table. It uses the SUMX function to iterate over each row in the table and multiply the quantity and unit price (in local currency) columns for each row. The results of each multiplication are then summed up to produce the total price.

Data Sources

• Job Planning Line

Total Cost Variance to Budget

Formula
Total Cost Variance to Budget = Total Usage Cost - Total Budget Cost

Data Sources

• Job Ledger Entry

Total Cost Variance to Budget %

Formula
Total Cost Variance to Budget % = Total Cost Variance to Budget % / Total Budget Cost)

Data Sources

• Job Ledger Entry

Billable Costs

G/L Account Billable Costs

Formula
The G/L Account Billable Costs calculates the total billable cost for G/L accounts used in a project. It uses the SUM function to add up all entries by the Total Cost (LCY) column where the line type is "Billable" or "Both Budget and Billable" and the type is "G/L Account".

Data Sources

• Job Planning Line

Item Billable Costs

Formula
The Item Billable Costs calculates the total billable cost for items used in a project. It uses the SUM function to add up all entries by the Total Cost (LCY) column where the line type is "Billable" or "Both Budget and Billable" and the type is "Item".

Data Sources

• Job Planning Line

Resource Billable Costs

Formula
The Resource Billable Costs calculates the total billable cost for resources used in a project. It uses the SUM function to add up all entries by the Total Cost (LCY) column where the line type is "Billable" or "Both Budget and Billable" and the type is "Resource".

Data Sources

• Job Planning Line

Billable Price

G/L Account Billable Price

Formula
The G/L Account Billable Price calculates the total billable amount for G/L accounts used in a project. It uses the SUM function to add up all entries by the Line Amount (LCY) column where the line type is "Billable" or "Both Budget and Billable" and the type is "G/L Account".

Data Sources

• Job Planning Line

Item Billable Price

Formula
The Item Billable Price calculates the total billable amount for items used in a project. It uses the SUM function to add up all entries by the Line Amount (LCY) column where the line type is "Billable" or "Both Budget and Billable" and the type is "Item".

Data Sources

• Job Planning Line

Resource Billable Price

Formula
The Resource Billable Price calculates the total billable amount for resources used in a project. It uses the SUM function to add up all entries by the Line Amount (LCY) column where the line type is "Billable" or "Both Budget and Billable" and the type is "Resource".

Data Sources

• Job Planning Line

Billable Profit

G/L Account Billable Profit

Formula
G/L Account Billable Profit = G/L Account Billable Price - G/L Account Billable Costs

Data Sources

• Job Planning Line

Item Billable Profit

Formula
Item Billable Profit = Item Billable Price - Item Billable Costs

Data Sources

• Job Planning Line

Resource Billable Profit

Formula
Resource Billable Profit = Resource Billable Price - Resource Billable Costs

Data Sources

• Job Planning Line

Budget Costs

G/L Account Budget Costs

Formula
The G/L Account Budget Costs calculates the total budget cost for G/L accounts used in a project. It uses the SUM function to add up all entries by the Total Cost (LCY) column where the line type is "Budget" or "Both Budget and Billable" and the type is "G/L Account".

Data Sources

• Job Planning Line

Item Budget Costs

Formula
The Item Budget Costs calculates the total budget cost for items used in a project. It uses the SUM function to add up all entries by the Total Cost (LCY) column where the line type is "Budget" or "Both Budget and Billable" and the type is "Item".

Data Sources

• Job Planning Line

Resource Budget Costs

Formula
The Resource Budget Costs calculates the total budget cost for resources used in a project. It uses the SUM function to add up all entries by the Total Cost (LCY) column where the line type is "Budget" or "Both Budget and Billable" and the type is "Resource".

Data Sources

• Job Planning Line

Budget Price

G/L Account Budget Price

Formula
The G/L Account Budget Price calculates the total budget amount for G/L accounts used in a project. It uses the SUM function to add up all entries by the Line Amount (LCY) column where the line type is "Budget" or "Both Budget and Billable" and the type is "G/L Account".

Data Sources

• Job Planning Line

Item Budget Price

Formula
The Item Budget Price calculates the total budget amount for items used in a project. It uses the SUM function to add up all entries by the Line Amount (LCY) column where the line type is "Budget" or "Both Budget and Billable" and the type is "Item".

Data Sources

• Job Planning Line

Resource Budget Price

Formula
The Resource Budget Price calculates the total budget amount for resources used in a project. It uses the SUM function to add up all entries by the Line Amount (LCY) column where the line type is "Budget" or "Both Budget and Billable" and the type is "Resource".

Data Sources

• Job Planning Line

Budget Profit

G/L Account Budget Profit

Formula
G/L Account Budget Profit = G/L Account Budget Price - G/L Account Budget Costs

Data Sources

• Job Planning Line

Item Budget Profit

Formula
Item Budget Profit = Item Budget Price - Item Budget Costs

Data Sources

• Job Planning Line

Resource Budget Profit

Formula
Resource Budget Profit = Resource Billable Price - Resource Budget Costs

Data Sources

• Job Planning Line

Totals for billables

Total Billable Cost

Formula
Total Billable Cost = G/L Account Billable Costs + Item Billable Costs + Resource Billable Costs

Data Sources

• Job Planning Line

Total Billable Price

Formula
Total Billable Price = G/L Account Billable Price + Item Billable Price + Resource Billable Price

Data Sources

• Job Planning Line

Total Billable Profit

Formula
Total Billable Profit = Total Billable Price + Total Billable Costs

Data Sources

• Job Planning Line

Total Budget Cost

Formula
Total Budget Cost = G/L Account Budget Costs + Item Budget Costs + Resource Budget Costs

Data Sources

• Job Planning Line

Total Budget Price

Formula
Total Budget Price = G/L Account Budget Price + Item Budget Price + Resource Budget Price

Data Sources

• Job Planning Line

Total Budget Profit

Formula
Total Budget Profit = Total Budget Price + Total Budget Costs

Data Sources

• Job Planning Line

Purchase Measures

• Amount on PO
• Amount Rcvd. Not Invoiced
• Outstanding Amt. on PO
• Purchase Order Count
• Quantity on PO

Amount on PO

Formula
The Amount on PO measure calculates the sum of the amount (in local currency) column in the Purchases table.

Data Sources

• Purchase Line

Amount Rcvd. Not Invoiced

Formula
The Amount Rcvd. Not Invoiced measure calculates the total amount of purchases that have been received but not yet invoiced in the Purchases table.

Data Sources

• Purchase Line

Outstanding Amt. on PO

Formula
The Outstanding Amt. on PO measure calculates the total amount of outstanding purchase orders in the Purchases table.

Data Sources

• Purchase Line

Purchase Order Count

Formula
The Purchase Order Count measure calculates the total number of purchase orders in the Purchases table. It uses the CALCULATE function to filter the table and returns the distinct count of the "Document No." column for the filtered rows.

Data Sources

• Purchase Line

Quantity on PO

Formula
The Quantity on PO measure calculates the total quantity of items ordered in the Purchases table. It uses the SUM function to add up all the values in the Quantity (Base) column and returns the result.

Data Sources

• Purchase Line

Obsolete Planning Line Measures

Billable (Total Cost)

Formula
The Billable (Total Cost) measure calculates the total cost (in local currency) of all project planning lines where the line type is "Billable" or "Both Budget and Billable" in the Project Planning Line table.

Data Sources

• Job Planning Line

Billable (Total Price)

Formula
The Billable (Total Price) measure calculates the total price (in local currency) of all project planning lines where the line type is "Billable" or "Both Budget and Billable" in the Project Planning Line table.

Data Sources

• Job Planning Line

Budget (Total Cost)

Formula
The Budget (Total Cost) measure represents the budgeted cost of resources to be used in a project by calculating the total cost (in local currency) in the Project Planning Line table and selecting only those lines with a line type of "Budget" or "Both Budget and Billable".

Data Sources

• Job Ledger Entry

Budget (Total Price)

Formula
The Budget (Total Price) measure represents the budgeted price of resources to be used in a project by calculating the total price (in local currency) in the Project Planning Line table and selecting only those lines with a line type of "Budget" or "Both Budget and Billable".

Data Sources

• Job Planning Line

Tasks

• Project Task Duration Days
• Project Task Duration Weeks

Project Task Duration Days

Formula

The Project Task Duration Days measure calculates the duration of a project task in days by finding the earliest and latest planning dates from related Project Planning Lines, then returning the day difference between them.

Data Sources

• Project Planning Line

Project Task Duration Weeks

Formula

The Project Task Duration Days measure calculates the duration of a project task in weeks by taking the earliest and latest planning dates from related Project Planning Lines, then returning the week difference.

Data Sources

• Project Planning Line

Related information

Track your business KPIs with Power BI metrics
Power BI Projects app
Built-in Projects reports
Project management overview

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