This model reads from Deltek Vantagepoint — PR (projects / WBS), LD (labor detail), BIED (billed invoices), AR, EM (employees), CFGMainData (firm settings) via the Vantagepoint SQL view layer. Ajera is retired: no Ajera tables, no legacy keys — the Ajera project IDs are carried in a Vantagepoint user-defined field so history joins cleanly through the migration.
Net revenue vs direct labor — last 12 months
Net revenue = gross fees less subconsultants and reimbursables. Shaded months are the selected period.
What this board answers
Three questions the leadership team asks every month, answered from the filtered data.
Portfolio site plan — every active project as a parcel
Each parcel is a project; area = contract fee, fill = net margin (darker is better), hatched = running below zero margin. Blocks are offices, streets separate them. Hover any parcel.
Fee-to-profit waterfall
How a dollar of gross fee becomes operating profit in the selected period.
Project managers — margin and realization
Ranked by net margin on the projects each PM leads. Realization = billed ÷ standard value of hours.
Backlog by market sector
Contract fee not yet earned on active projects, as of 30 Sep 2026. Months of backlog = backlog ÷ average monthly net revenue in the period.
AR aging and unbilled WIP
Open receivables by age bucket, plus earned-not-billed work in progress, as of 30 Sep 2026.
Report inventory — the Ajera-era pages, mapped to Vantagepoint
A draft of the list we asked for in August 2025, so nothing has to be written from scratch: each legacy report, its page count, and the Vantagepoint tables that now feed it. Edit the names; the mapping is the work.
