Professional Services – Project Forecast by PM

What is a Project Hours by Consultant Report? Project Hours Reports are considered operational analysis tools and are used by Consulting Managers to get a detailed picture of hours delivered by week by consultant and project. Some of the main functionality in this type of report is that it dynamically displays hours by week across the columns and consultants grouped by project down the rows. Filters on the report include: Starting week of the report, year, and project managers. The report can include thresholds and if the number of hours pass these then the applicable cells will switch to a red color. The far right of the report (not visible in the example below) shows Total Hours and the bottom of the report shows total hours across all projects per employee. If the report is run for multiple project managers (PMs) these will each have their projects on a separate tab (see bottom of the report). The first tab shows the summary across all PMs. On a separate tab, the report also shows all projects that are on hold. You find an example of this type of report below.

Purpose of Project Hours Reports by Consultant Reports Professional Services organizations use Project Hours Reports by Consultant Reports to get an exact idea of all delivered project hours both per PM and in aggregate. When used as part of good business practices in PMO and Consulting departments, a company can improve its resource and planning decisions because it can track and analyze delivery hours on a week by week basis both at the most granular level as well as in aggregate, and it can reduce the chances that potential issues go undetected due to lack of visibility to delivered hours.

Who Uses This Type of Report? The typical users of this type of report are: Service Leaders, Project Managers, Budget Managers. Other Reports Often Used in Conjunction with Project Hours Reports by Consultant Reports Progressive PMO and Consulting departments sometimes use several different Project Hours Reports by Consultant, along with KPI dashboards, consultant billing reports, client dashboards, project detailed and summary reports, project forecast models, annual budget models and other management and control tools.

Where Does the Data for Analysis Originate From? The Actual (historical transactions) data typically comes from enterprise resource planning (ERP) systems like: Microsoft Dynamics 365 (D365) Finance, Microsoft Dynamics 365 Business Central (D365 BC), Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics GP, Microsoft Dynamics SL, Sage Intacct, Sage 100, Sage 300, Sage 500, Sage X3, SAP Business One, SAP ByDesign, Acumatica, Netsuite and others. In analyses where budgets or forecasts are used, the planning data most often originates from in-house Excel spreadsheet models or from professional xFP&A solutions.

Built for professional services finance teams and aligned with Solver's xFP&A platform, this Solver planning template connects directly to your ERP data via the Solver Data Warehouse, enabling near real-time analysis with minimal setup. Designed for QuickStart deployment, it can be activated rapidly so your team can focus on analysis and decisions — not data preparation.

What is the Professional Services – Project Forecast by PM in Solver? The Professional Services – Project Forecast by PM is a pre-built xFP&A planning template in Solver designed for professional services organizations. It delivers key financial and operational metrics in a single, easy-to-use interface — purpose-built for professional services finance workflows.

Who uses this Solver planning template? Finance leaders at professional services organizations — including CFOs, project managers, and professional services finance teams — use this template to get fast, reliable answers without waiting on IT or building custom reports. It supports both day-to-day monitoring and strategic decision-making.

Where does the data come from? Data is sourced automatically from your ERP system through the Solver Data Warehouse, which integrates with platforms such as Microsoft Dynamics 365 Business Central, Dynamics 365 Finance, Acumatica, Sage Intacct, and other leading ERP solutions. Once connected, the template updates in near real-time with no manual data entry required.

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