Page 26 - Participant Guide - Unanet GovCon Analyzing Project Metrics

using the people and expense plans. FP revenue calculates from the
project’s billing schedule.

- Include Actuals and Assignments: Most commonly used in the periodic
project review process during the monitor and controlling phase. TM & CP
revenue will report actuals (timesheets and expense reports) through a
defined date and use the remaining people assignments and expense
budgets for the date range.

Selecting more than one option results in multiple rows on the report. This is
good way to review both planned values and forecasted values.

REPORTING OPTIONS: If your filter will include more than one project and you
would like to see a combined report use the Roll up all selected projects into a
single block flag to report on all projects in the filter.

INCLUDE EXPENSE REPORTS: If the report uses one of the forecasting
options that includes ACTUALS, this section allows the revenue from all expense
reports regardless of status.

It is important to remember that if you want the report to include expense reports
that have not been approved yet, you will need to select the ‘Using Line Item
Date within range’ and then check Include non-completed Expense Reports.

Lesson 3: Revenue and Profitability Reports
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