Page 23 - Participant Guide - Unanet GovCon Analyzing Project Metrics

PART 2: Review and analyze the report results for planned revenue
1. In TOTAL section on the far-right end of the report, note the following results
• BACKLOG:
- if the value is positive, this indicates the calculated revenue is LESS than
the total of the Bill $ Budget fields. (labor plus expense sections)
- This represents people and expense plans that are ‘under budget’ and
could result in a loss of potential revenue if executed as is.

- if the value is (negative), this indicates the calculated revenue is MORE
than the total of the Bill $ Budget fields. (labor plus expense sections)
- This represents people and expense plans that are ‘over budget’

PART 3: Configure a revenue report to evaluate the Remaining Funded Field on
project forecast (actuals + future plans or actuals + future assignments)

1. Click on the Back to Criteria link to revise the filters on Project Revenue and
Funding Summary Report
2. Update the report with the following criteria:
a. FORECAST OPTIONS: change selector to Actuals and Assignments
 When the Use Actuals Through Date pops up, change the selector
from Today to 5/31/2021 and choose Remaining
hours/expenses per work day
b. INCLUDE EXPENSE REPORTS
- check the box for Using Line Item Date within range
- check the box for Include non-completed Expense Reports

Lesson 3: Revenue and Profitability Reports
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