Page 28 - Participant Guide - Unanet GovCon Analyzing Project Metrics

Remember, that if the project profile > accounting tab checks the ‘limit
revenue to funded value less fixed fee’, this report will only show a value
higher than funded value if the system is calculating on gross. Reference
Review Impact of Revenue Calculation Formula section of this guide for
a refresher on this topic.

Demo 3.3 – Project Cost Summary & Status Report

Instructor is logged in as Gus. His relevant role is Project Lead and the system
setting to allow non-cost rate managers access to Project Cost Reports

Demo Highlights:
- Use Saved Report APF-Demo 3.3 Reviewing Profit for FP&TM
- Review key features and primary analysis tips for this report to include:
o Saved Criteria Review
o Explain Actuals + Allocated BOT-EOT
o Consider billing type in analysis
o Modify criteria to show different cost report name selections
o Modify criteria to show plans over forecast

Activity 3.4 –Project Cost Summary and Status Report using
Fixed Price (FP) and Time & Material (TM) Projects

Run and analyze a profit-type report for a FP and a TM project. Work to
understand how the total calculated profit for each billing type is compared to
the budget and funding values from the project.

Stay logged in as Gus. His relevant role is Project Lead and the system setting
to allow non-cost rate managers access to Project Cost Reports.
userid: glead password: welcome

Activity Steps

PART 1: Review the report’s Actuals & Allocated BOT-EOT column
1. Navigate to the Reports dashboard > Project Accounting Reports section >
Periodic Reports > run the Cost Summary & Status Report
2. Run the saved report APF-Activity 3.3 Reviewing Profit for FP&TM or
manually use the following criteria:
a. PROJECT CODE field for APF- REVIEWING
b. BILLING TYPE: choose FP and TM
c. COST REPORT NAME: UU_PM Profit (Gross)
d. REPORTING PERIOD:
- CALENDAR: choose the radio button for YEAR

Lesson 3: Revenue and Profitability Reports
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