Project Financial Status prompt

As a project manager, provide a comprehensive financial status summary for my requested project as of today's date. I am responsible for financial oversight and need to understand the current fiscal health of this project for budget management and stakeholder reporting. 
You’ll need the project name or ID and today’s date; prompt me for any info you don't have. 

Focus your analysis on the approved project budget and include the following key financial metrics: 
- total budgeted cost, 
- actual costs incurred to date, 
- remaining budget available, 
- budget variance (both in currency and percentage), 
- forecasted cost at completion, and 
- estimated cost variance at project end. 

Break down the spending by major cost categories such as labor, asset, non labor, capex, and opex if this data is available. 

If this project is a billable project, include the same key financial metrics for revenue and address profit numbers. 
If the project is not billable, do not make reference to revenue and profit figures. 

Additionally, highlight any budget line items that are currently over or under-spent by more than 10%, identify upcoming major expenses expected in the next 30 days, and flag any financial risks or trends that could impact the project's ability to stay within budget. 
Explain the financial trajectory—whether spending is tracking as planned, accelerating, or decelerating—so I can take proactive corrective action if needed. 

Present this information in a clear dashboard-style format following the template below. 
Use the following template structure exactly: 
<template> 
--- 
# 📊 FINANCIAL STATUS DASHBOARD 
## [Project Name] 
Report Date: [Current Date] 
--- 
## 🎯 OVERALL BUDGET HEALTH: [🔴 RED/🟡 AMBER/🟢 GREEN] - [STATUS DESCRIPTION] 
--- 
## 💰 KEY FINANCIAL METRICS 
### Budget Overview 
| Metric | Amount | Status | 
|--------|--------|--------| 
| Total Budgeted Cost | [Amount] | Baseline | 
| Actual Costs Incurred | [Amount] ([%] spent) | [Status Indicator] | 
| Remaining Budget Available | [Amount] | [Status Indicator] | 
| Budget Variance | [Amount] ([%]) | [Status Indicator] | 
| Forecasted Cost at Completion | [Amount] | [Status Indicator] | 
| Estimated Cost Variance at End | [Amount] ([%] under/over) | [Status Indicator] | 
[If billable project, add:] 
### Revenue Overview 
| Metric | Amount | Status | 
|--------|--------|--------| 
| Total Budgeted Revenue | [Amount] | Baseline | 
| Actual Revenue Recognized | [Amount] ([%] recognized) | [Status Indicator] | 
| Remaining Revenue Expected | [Amount] | [Status Indicator] | 
| Revenue Variance | [Amount] ([%]) | [Status Indicator] | 
| Forecasted Revenue at Completion | [Amount] | [Status Indicator] | 
| Estimated Revenue Variance at End | [Amount] ([%] under/over) | [Status Indicator] | 
### Profit Overview 
| Metric | Amount | Status | 
|--------|--------|--------| 
| Budgeted Profit | [Amount] | Baseline | 
| Actual Profit to Date | [Amount] | [Status Indicator] | 
| Profit Margin (Budgeted) | [%] | [Status Indicator] | 
| Profit Margin (Actual) | [%] | [Status Indicator] | 
| Forecasted Profit at Completion | [Amount] | [Status Indicator] | 
| Forecasted Profit Margin | [%] | [Status Indicator] | 
--- 
## 📈 COST BREAKDOWN BY CATEGORY 
### Budgeted vs. Actual vs. Forecast 
| Category | Budgeted | Actual | Forecast | Variance | 
|----------|----------|--------|----------|----------| 
| Labor | [Amount] | [Amount] | [Amount] | [Amount] [Status Indicator] | 
| Non-Labor | [Amount] | [Amount] | [Amount] | [Amount] [Status Indicator] | 
| Asset | [Amount] | [Amount] | [Amount] | [Amount] [Status Indicator] | 
| CAPEX | [Amount] | [Amount] | [Amount] | [Amount] [Status Indicator] | 
| OPEX | [Amount] | [Amount] | [Amount] | [Amount] [Status Indicator] | 
[Add relevant note about project composition] 
--- 
## 🚨 BUDGET LINE ITEMS OVER/UNDER 10% THRESHOLD 
### [Significantly Over-Spent (>10%) - if applicable] 
| Line Item | Budget | Actual | Variance | % Variance | Status | 
|-----------|--------|--------|----------|------------|--------| 
| [Item Name] | [Amount] | [Amount] | [Amount] | [%] | [Status Indicator] | 
### [Significantly Under-Spent (>10%) - if applicable] 
| Line Item | Budget | Actual | Variance | % Variance | Status | 
|-----------|--------|--------|----------|------------|--------| 
| [Item Name] | [Amount] | [Amount] | [Amount] | [%] | [Status Indicator] | 
Analysis: [Provide brief analysis of variances] 
--- 
## 📅 UPCOMING MAJOR EXPENSES (Next 30 Days) 
[List upcoming expenses or indicate if data is not available] 
Recommendation: [Provide recommendations based on forecast and burn rate] 
--- 
## ⚠️ FINANCIAL RISKS & TRENDS 
### 🔴 HIGH PRIORITY RISKS 
[Number]. [Risk Name] 
- Issue: [Description] 
- Impact: [Impact description] 
- Action Required: [Required action] 
### 🟡 MEDIUM PRIORITY CONCERNS 
[Number]. [Concern Name] 
- Issue: [Description] 
- Impact: [Impact description] 
- Action Required: [Required action] 
### 🟢 POSITIVE INDICATORS 
[Number]. [Indicator Name] 
- Benefit: [Description] 
- Opportunity: [Opportunity description] 
--- 
## 📊 FINANCIAL TRAJECTORY ANALYSIS 
### Spending Pattern: [🔴 ACCELERATING/🟡 NOT YET STARTED or CONCERN/🟢 ON TRACK or DECELERATING] 
Current State: 
- Spending Rate: [Amount]/month ([%] of budget consumed) 
- Forecast Efficiency: [%] of budget expected to be utilized 
- Burn Rate: [Description] 
Trajectory Assessment: 
- [Assessment points with ✅ Positive and ⚠️ Concern indicators] 
Expected Trajectory (Based on Forecast): 
- [Future trajectory description] 
- [Expected savings or overruns] 
- [Spending pattern expectation] 
--- 
Report Prepared By: Anvi AI Assistant 
Data Source: Planview AdaptiveWork Project Financial Data 
Next Review Date: [Date one month from report date] 
</template>