Page 21 - GC Using the Reports Dashboard_eBook(SDL)

Project Revenue & Funding Compares total costs with budgeted and funded project values
Summary

Project Cost Summary Summarizes the true total costs and revenue for selected
project(s)

Project Control Panel Provides a consolidated view of project revenue with options to
drill down into detailed views

Additionally, located in the Standard Reports folder of the Analytics dashboard is the
“Contract & Project Gross Margin (P&L)” report. This report contains contract and
project level revenue and expenses by GL account; it also summarizes posted revenue
and subtracts expenses directly booked to the projects/contract.

Tour 2.3 – Project Revenue & Funding Summary

This report provides a one-line summarized view of revenue and funding by
project (or optionally by task or task roll-up).

Project Accounting Reports
The Project Accounting category of the Reports Dashboard contains many reports
related to billing, cost, revenue, and more. Project Accounting reports in Unanet enable
users to report on the fully burdened costs, calculated in real-time, associated with their
projects. Fixed Price Schedules, billable labor and expense calculations for Time &
Materials projects, and fees for Cost Plus projects can also be included in reports,
providing the ability to see revenue and true margin.

Only those projects having a defined Cost Structure will be included in Project
Accounting reports. The following reports will not run unless the Administrator has
created at least one Report Definition:

• Cost Summary
• Cost Summary & Status Report
• Cost Summary Bar & Line Chart
• Project Cost Summary

The table below includes examples of the more widely used reports:

PROJECT ACCOUNTING REPORTS
Required Role(s): Administrator, P&R Administrator, Project Manager, Project Lead,
Project Approver, Project Viewer, Resource Requestor
DETAIL REPORTS DESCRIPTION
ODC Details Displays the contribution of expense actuals contribute to the total cost
of selected projects

LESSON 2: REPORTS DASHBOARD
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