Page 27 - Participant Guide - Unanet GovCon Analyzing Project Metrics

Analyzing the Key Report Result Element

The Support Portal provides many entries about how to read and analyze the various
columns on the Cost Summary and Status Report. However, this course focuses on the
project management team’s effort to analyze the revenue and profitability of a project or
portfolio of projects. With that in mind, the primary column to understand is the
ACTUALS & ALLOCATED BOT-EOT column in the TOTAL section.

ACTUALS & ALLOCATED BOT-EOT: For each row (cost report element) shown on
the report, this BOT-EOT column calculates all values from the beginning of time (BOT)
through the end of time (EOT) on the project being reported. For the project team, this
inclusive value provides an overall result of relevant metrics such as profitability and
revenue. The report criteria also offer a setting to show one set of values over another.
For example, if you wanted to analyze total planned revenue or profitability compared to
the forecasted (actuals+plans or actuals+budget), the criteria have check boxes to show
both plans and forecast on this report.

Common Cost Report Elements

Rows on the report are determined by the Cost Report Name selected in the criteria. It
is recommended that the Administrator create a cost report definition that suits the
reporting and analysis needs of the project team that runs the report. Some of the more
common cost report elements (rows) and formulas for this report include:

REPORT ITEM LABEL ACTUALS FORMULA
Total Revenue (Net) [Revenue::Total (Net)]
Total Profit % (Net) ([Revenue::Total (Net)] - [Total Mapped::Cost]) / [Revenue::Total (Net)]
Total Hours [Total Mapped::Labor Hours]
Unmapped Costs [Cost::Unmapped Labor] + [Cost::Unmapped ODC]

These formulas represent a system that calculates system wide revenue on the NET
value. If your project calculates revenue on GROSS, you will want to include the
following calculations in this report definition.

REPORT ITEM LABEL ACTUALS FORMULA
Total Revenue (Gross) [Revenue::Gross (before adjustments and write-offs)]
Adjustments [Revenue::Additional Items] + [Revenue::Fee Cap Adjustments] +
and Write Offs [Revenue::Funding Cap Adjustments] + [Revenue::Write-offs]
([Revenue::Gross (before adjustments and write-offs)] - [Total
Total Profit % (Gross)
Mapped::Cost])/ [Revenue::Gross (before adjustments and write-offs)]

Lesson 3: Revenue and Profitability Reports
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