Project Completion Report
Analyze recently completed projects to understand final margins, duration, and performance.
Accessing the Report
Reports > Production > Project Completion
Key Metrics
| Metric | Description |
|---|---|
| Project | Project name (linked) |
| Client | Customer name |
| Completion Date | Date marked complete |
| Original Contract | Initial contract value |
| Final Contract | Including change orders |
| Final Cost | Actual costs incurred |
| Final Margin $ | Final Contract - Final Cost |
| Final Margin % | Margin as percentage |
| Total Days | Project duration |
Available Filters
| Filter | Description |
|---|---|
| Completion Date Range | When projects completed |
| Project Manager | Filter by PM |
| Opportunity Type | Project category |
| Division | Business unit |
Report Columns Detail
Contract Values
- Original: What was sold
- Change Orders: Approved additions
- Final: Total with all COs
Cost Values
- Estimated: Original budget
- Actual: What was spent
- Variance: Difference
Margin Analysis
- Original Margin: Estimated profit
- Final Margin: Actual profit
- Margin Change: How margin shifted
Duration
- Start Date: Production start
- Completion Date: Final completion
- Total Days: Calendar days
Analyzing Completed Projects
Margin Comparison
Compare estimated vs. actual margin:
| Scenario | Meaning |
|---|---|
| Final > Estimated | Beat the budget |
| Final = Estimated | On target |
| Final < Estimated | Below expectations |
Duration Analysis
Compare to estimates:
- Was timeline met?
- What caused delays?
- Lessons for future projects?
Change Order Impact
Analyze CO effect:
- Did COs improve margin?
- CO margin vs. original work
- CO frequency patterns
Trend Analysis
Review completed projects over time:
- Are margins improving?
- Duration trending longer/shorter?
- Seasonal patterns?
Post-Project Review
Use this report to support:
- Client follow-up: Final accounting
- Team review: What went well/poorly
- Estimating update: Calibrate future bids
- Process improvement: Identify patterns
Export Options
Click Export CSV to download:
- Final financial data
- Duration statistics
- For analysis and archiving
Best Practices
Complete Projects Promptly
- Mark complete when done
- Ensure all costs entered
- Final invoices processed
Review Before Archiving
- Validate final numbers
- Document lessons learned
- Update team on results
Track Over Time
- Monthly completion reviews
- Quarterly trend analysis
- Annual performance summary
Tips
- Compare similar project types
- Look at margin % not just $ for fair comparison
- Factor in project complexity
- Document reasons for unusual results
Related Reports
- WIP Report - Active project financials
- Cycle Time - Stage duration analysis
- Cost Controls - Budget tracking