12.1 · Reports and Dashboard

Summary View

The Summary view is the single screen that tells you where a project stands: financial, carbon, and completion status, all on one page.

What It Shows

Panel	KPIs
Financial	Total Direct Costs, Total Overheads, Grand Total, Total Sell Value, Projected Margin ($ and %).
Items	Direct Cost Item Count, Overhead Item Count, Resource Count, Total Item Count.
Status	Draft, Review, Approved, Complete, Omitted counts.
Carbon	Scope 1 / 2 / 3 emissions and combined total.
Top Items	Largest 5 direct costs and 5 overheads.
Distribution	Cost by category, by resource type, by code set (charts).

Where the Numbers Come From

The view loads a DashboardSummary from the Report Service:

TotalDirectCosts   = Σ DirectCostItem.TotalWithChildren   (top-level, non-omitted)
TotalOverheads     = Σ Overhead.TotalWithChildren         (top-level, non-omitted)
GrandTotal         = TotalDirectCosts + TotalOverheads
TotalSellValue     = Σ DirectCostItem.CalculatedSellTotal
ProjectedMargin    = TotalSellValue - GrandTotal
MarginPercentage   = ProjectedMargin / TotalSellValue × 100

Status Roll-Up

DraftItemCount      = count of items with Status = Draft
ReviewItemCount     = Status = Review
CompleteItemCount   = Status = Complete
OmittedItemCount    = IsOmitted = true
UnfinishedItemCount = Draft + Review
IsProjectHealthy    = UnfinishedItemCount == 0 AND OmittedItemCount == 0

The health flag gives a single green/red indicator at the top of the view.

Carbon Roll-Up

TotalScope1Emissions = Σ DirectCost + Overhead + Allocation where Scope = 1
TotalScope2Emissions = … Scope = 2
TotalScope3Emissions = … Scope = 3
TotalEmissions       = Scope1 + Scope2 + Scope3

Top Emitters

Appears alongside Top Cost Items — the five largest emitters by TotalCarbon. Clicking an emitter navigates to that item in the Carbon view.

Auto-Save

The Summary view is read-only — it doesn't write its own data. A dispatcher timer debounces refreshes when upstream values change, avoiding redundant reloads on rapid edits.

Export

The Summary view backs the Project Summary PDF (12.3). Either click the PDF button on the view toolbar, or go via Reports → Generate PDF.

Use as a Status Meeting Screen

Pop-out the Summary view on a meeting TV / share-screen. As estimators edit in the main grid, the Summary refreshes live.