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Why might I have differences between project-related widgets and filtered project lists?

Updated today

When you analyze your production indicators, you may observe discrepancies between the amounts displayed in your widgets and those in your project lists. These differences are normal and are due to distinct calculation logics between these two tools.

This article presents the main cases where these differences appear, to help you correctly interpret your data.

Case 1: Filtering by Business Unit

What happens?

When you filter your data by Business Unit, the widgets and project lists may display different amounts because they apply distinct calculation logics.

How do widgets filtered by BU work?

Widgets like "Gross Margin produced by BU" or "Gross Margin produced over the period VAT excl." calculate only the distributed production amounts on the selected Business Unit.

Concrete example:

• Project X: €10,000 of Gross Margin

• Distribution: 60% BU A / 40% BU B

• Progress of 50% over the period

Result in the widgets:

• Widget "Gross Margin produced" filtered on BU A → €3,000

• Widget "Gross Margin produced" filtered on BU B → €2,000

The widgets perform a sum of the distributed production amounts on the BU, proportionate to the progress achieved.

How do project lists filtered by BU work?

The project lists display all projects that contain at least one distribution on the selected Business Unit, with the total production amount of the project.

Concrete example (same project):

• Project X: €10,000 of Revenue

• Distribution: 60% BU A / 40% BU B

• Progress of 50% over the period

Result in the lists:

• List filtered on BU A → displays €10,000

• List filtered on BU B → displays €10,000

Further reading

Key takeaways

The differences between widgets on Revenue / Gross Margin produced and project lists are due to distinct calculation logics: widgets filtered by BU calculate production based on the proportionate distribution of Gross Margin on each Business Unit, whereas lists display projects containing at least one distribution on the selected BU. Check the "Check Gross Margin" indicator in your lists to ensure that the distribution of gross margin among your BUs relative to the project's Gross Margin is correct.

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