Page 18 - Participant Guide - Unanet GovCon Analyzing Project Metrics

LESSON 3: REVENUE AND PROFITABILITY REPORTS

Learning Objectives

Discuss reports that provide information on revenue and profitability
• Discuss the Revenue & Funding Summary Report
• Discuss the Project Cost Summary & Status Report

Project Accounting Reports

In the Project Accounting section of the Reports dashboard there are two reports that
we can use to help monitor and control projects. These are the same two reports that
we used to validate plans in the planning phase (revenue and funding summary) and
one of the many reports that manage profitability work on profitability, the Cost
Summary & Status report.

Reporting Search Tips
In many Unanet screens, you can use the following features to help you refine the
selection criteria in order to return the specific data you are seeking. For example,

Filter icon ( ) -- can be clicked on many screens to allow you to narrow down (i.e.,
filter) a list of people, projects, managers, etc. The filter allows you to refine certain
criteria before submitting the overall selection criteria page for processing.

Percent sign (%) -- can be used as a wildcard in conjunction with filters to indicate all
values will be displayed. Note the results of the filters are intended to display additional
specific choices that you can then further select or de-select to refine your search.

Multi-select -- can be used with most multi-select list boxes. You can select multiple
individual items in a multi-select list box by holding down the Ctrl key and clicking on
the left mouse button. Doing so will toggle each item on or off (i.e., selected or de-
selected).
You can also block select a number of items in a multi-select list box by clicking
on the first item in the list and then holding down the Shift key and clicking on
the last item with your left mouse button in which case all items from the first to
the last will be selected.

Lesson 3: Revenue and Profitability Reports
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