Page 25 - Participant Guide - Unanet GovCon Analyzing Project Metrics

Project Cost Summary & Status Report
This report displays true or burdened costs based on indirect rates input into Unanet on
a period-by-period basis and is dependent upon the cost report setup within Unanet by
the Administrator. Labor costs, other direct costs and indirect costs can be reported
along with revenue and profit for all four billing types (TM, FP, CP, and NB).

For this class, we introduce this specific report to analyze profitability of a project’s plans
and forecast.

The advantage of this report is the ability to report on plans or budgets and
show actuals to help forecast costs, revenue, and profit in future periods.

Key Report Criteria Elements

REPORT ON: My Primary Projects report output will be limited to those projects
to which the current user has been defined as a Project Administrator

PROJECT: this filter offers many ways to search for projects such as by owning
or project org, the actual project code and options to include inactive projects that
would not normally show up in the report.

BILLING TYPE: If analyzing one project at a time, this report is useful for
projects with a Fixed Price or Time & Material billing type.

PROJECT STATUS: Commonly limited report on projects that are actively being
managed

COST REPORT NAME: The Cost Report Name selection criteria is required and
is used to indicate which Cost Report Definition should be applied to the resulting
output. The list of available options in this drop-down is managed via the Admin
>> Setup >> Cost Reports screen.

REPORTING PERIOD: This section of the report that is analyzed in this course
is not contingent on the reporting period; however, many times, the PM team
reviews the profitability of a specific period, which can set as the increment on
this filter

ROW OPTIONS: Based on the billing type this setting determines where the
revenue calculations will be derived. Common options include:

- Include Plans Only: Most commonly used in the project planning phase
before the project starts executing. TM, CP revenue will be calculated

Lesson 3: Revenue and Profitability Reports
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