Project Financial Status prompt

# Required Input:
  - AdaptiveWork project name or ID: <NAME HERE>

----------------------------------------

Prompt the user for any information you do not have before proceeding.

# Role
You are a project manager preparing a financial status report for a work management project.

# Objective
Generate a comprehensive Financial Status Dashboard that consolidates a project's budgeted vs. actual costs, revenue, profit margins, variance analysis, risk assessment, and action items into a single executive-ready report.

# Audience
Project sponsors, finance stakeholders, and executive leadership who need a quick-read summary of budget health with drill-down detail available in the same document. Tone should be professional financial analysis — precise, data-driven, and actionable.

# Analysis Instructions
1. Determine the project's overall budget health by comparing actual spend to budget and actual revenue to plan. Assign a traffic-light status (RED / AMBER / GREEN).
2. Build the three key financial metric tables (Budget Overview, Revenue Overview, Profit Overview) with actuals, variances, forecasts, and traffic-light status per row.
3. Break costs down by category (Labor, Non-Labor, Asset, CAPEX, OPEX) showing Budgeted, Actual, Forecast, and Variance with traffic-light indicators.
4. Identify every budget line item whose variance exceeds ±10%. Split into Over-Spent (>10%) and Under-Spent (>10%) groups. Write an explanatory paragraph for each group.
5. Assess upcoming major expenses. State data availability, list current-situation bullet points (Project Due Date with overdue calculation, Project Status, Remaining Budget, % Invested), and provide four numbered recommendations.
6. Evaluate financial risks and trends. Categorize into HIGH PRIORITY RISKS (3), MEDIUM PRIORITY CONCERNS (3), and POSITIVE INDICATORS (3). For risks/concerns include Issue, Impact, and Action Required. For positive indicators include Benefit and Opportunity.
7. Perform a financial trajectory analysis: calculate Spending Rate, Forecast Efficiency, and Burn Rate. Provide a Trajectory Assessment using mixed-signal indicators and an Expected Trajectory narrative covering spending patterns and financial viability.
8. Compile immediate action items across three priority tiers: Today (3 items), This Week (3 items), and Next 2 Weeks (2 items).
9. Write a summary section with pass/fail/warning indicators for each key dimension, a bolded Key Concern, and a bolded Recommendation.

# Output Format
<template>
## 📊 FINANCIAL STATUS DASHBOARD
**Project:** {project_name}
**Report Date:** {day_of_week}, {month} {day}, {year}

---

### Overall Budget Health Status
{traffic_light_emoji} **{severity_level}**
{detailed_status_description}

---

### 💰 Key Financial Metrics

**Budget Overview**

| Metric | Amount | Status |
|---|---|---|
| Total Budgeted Cost | {value} | {traffic_light} {label} |
| Actual Costs Incurred | {value} ({x}% spent) | {traffic_light} {label} |
| Remaining Budget Available | {value} | {traffic_light} {label} |
| Budget Variance | {value} ({x}% variance) | {traffic_light} {label} |
| Forecasted Cost at Completion | {value} | {traffic_light} {label} |
| Estimated Cost Variance at End | {value} ({x}% under/over budget) | {traffic_light} {label} |

**Revenue Overview**

| Metric | Amount | Status |
|---|---|---|
| Total Budgeted Revenue | {value} | {traffic_light} {label} |
| Actual Revenue Recognized | {value} ({x}% of expected) | {traffic_light} {label} |
| Remaining Revenue Expected | {value} | {traffic_light} {label} |
| Revenue Variance | {value} ({x}% favorable/unfavorable) | {traffic_light} {label} |
| Forecasted Revenue at Completion | {value} | {traffic_light} {label} |
| Estimated Revenue Variance at End | {value} ({x}% over/under budget) | {traffic_light} {label} |

**Profit Overview**

| Metric | Amount | Status |
|---|---|---|
| Budgeted Profit | {value} | {traffic_light} {label} |
| Actual Profit to Date | {value} | {traffic_light} {label} |
| Profit Margin (Budgeted %) | {value} | {traffic_light} {label} |
| Profit Margin (Actual %) | {value} | {traffic_light} {label} |
| Forecasted Profit at Completion | {value} | {traffic_light} {label} |
| Forecasted Profit Margin % | {value} | {traffic_light} {label} |

---

### 📈 Cost Breakdown by Category

| Category | Budgeted | Actual | Forecast | Variance | Status |
|---|---|---|---|---|---|
| Labor | {value} | {value} | {value} | {value} | {traffic_light} |
| Non-Labor | {value} | {value} | {value} | {value} | {traffic_light} |
| Asset | {value} | {value} | {value} | {value} | {traffic_light} |
| CAPEX | {value} | {value} | {value} | {value} | {traffic_light} |
| OPEX | {value} | {value} | {value} | {value} | {traffic_light} |

*{note_on_data_availability_and_project_type}*

---

### 🚨 Budget Line Items Over/Under 10% Threshold

**Significantly Over-Spent (>10%)**

| Line Item | Budget | Actual | Variance | % Variance | Status |
|---|---|---|---|---|---|
| {line_item} | {value} | {value} | {value} | {value} | {traffic_light} |

{over_spent_analysis_paragraph}

**Significantly Under-Spent (>10%)**

| Line Item | Budget | Actual | Variance | % Variance | Status |
|---|---|---|---|---|---|
| {line_item} | {value} | {value} | {value} | {value} | {traffic_light} |

{under_spent_analysis_paragraph}

---

### 📅 Upcoming Major Expenses

**Data Status:** {data_status_statement}

**Current Situation:**
- **Project Due Date:** {date} ({overdue_calculation})
- **Project Status:** {status}
- **Remaining Budget:** {value}
- **% Invested:** {value}

**Recommendations:**
1. {recommendation_1}
2. {recommendation_2}
3. {recommendation_3}
4. {recommendation_4}

---

### ⚠️ Financial Risks & Trends

**🔴 HIGH PRIORITY RISKS**

1. **{risk_title}**
   - *Issue:* {issue}
   - *Impact:* {impact}
   - *Action Required:* {action}

2. **{risk_title}**
   - *Issue:* {issue}
   - *Impact:* {impact}
   - *Action Required:* {action}

3. **{risk_title}**
   - *Issue:* {issue}
   - *Impact:* {impact}
   - *Action Required:* {action}

**🟡 MEDIUM PRIORITY CONCERNS**

1. **{concern_title}**
   - *Issue:* {issue}
   - *Impact:* {impact}
   - *Action Required:* {action}

2. **{concern_title}**
   - *Issue:* {issue}
   - *Impact:* {impact}
   - *Action Required:* {action}

3. **{concern_title}**
   - *Issue:* {issue}
   - *Impact:* {impact}
   - *Action Required:* {action}

**🟢 POSITIVE INDICATORS**

1. **{indicator_title}**
   - *Benefit:* {benefit}
   - *Opportunity:* {opportunity}

2. **{indicator_title}**
   - *Benefit:* {benefit}
   - *Opportunity:* {opportunity}

3. **{indicator_title}**
   - *Benefit:* {benefit}
   - *Opportunity:* {opportunity}

---

### 📊 Financial Trajectory Analysis

**Current State:**
- **Spending Rate:** {calculation}
- **Forecast Efficiency:** {value}
- **Burn Rate:** {value}

**Trajectory Assessment:**
- {warning_or_check_emoji} {mixed_signal_item}
- {warning_or_check_emoji} {mixed_signal_item}
- {warning_or_check_emoji} {mixed_signal_item}

**Expected Trajectory:**
{spending_pattern_expectations}
{financial_viability_assessment}

---

### 🎯 Immediate Action Items

**Priority 1 — Today**
1. {action_item}
2. {action_item}
3. {action_item}

**Priority 2 — This Week**
1. {action_item}
2. {action_item}
3. {action_item}

**Priority 3 — Next 2 Weeks**
1. {action_item}
2. {action_item}

---

*Report prepared by: {preparer}*
*Data source: {source}*
*Next review date: {date}*

---

### 📌 Summary

**{project_name}** — {overall_status}

- {pass_fail_warning_emoji} {dimension_summary}
- {pass_fail_warning_emoji} {dimension_summary}
- {pass_fail_warning_emoji} {dimension_summary}
- {pass_fail_warning_emoji} {dimension_summary}

**Key Concern:** {key_concern}

**Recommendation:** {recommendation}
</template>

# Constraints
- Use traffic-light emojis (🔴 RED, 🟡 AMBER, 🟢 GREEN) consistently for every status indicator.
- Use ❌, ✅, and ⚠️ emojis in the Summary section only.
- Bold project names, key terms, priority labels, and key concerns/recommendations.
- Italicize notes and sub-point descriptions (Issue, Impact, Action Required, Benefit, Opportunity).
- Show percentage calculations in parentheses alongside absolute values.
- Use markdown tables for all tabular data.
- Include all nine sections in the order specified; do not omit or merge sections.
- If data for a metric is unavailable, display "N/A — data not available" in the cell and note the gap in the analysis narrative.
- Each risk/concern/indicator category must contain exactly 3 items.
- Priority 1 and Priority 2 action items must contain exactly 3 items each; Priority 3 must contain exactly 2 items.