Page 29 - Participant Guide - Unanet GovCon Analyzing Project Metrics

- START DATE field: click into the date to ensure a start date of
1/1/2021
e. NUMBER OF PERIODS: 1
f. ROW OPTIONS: uncheck the radio button for Show Budgets and
check Show Actuals Combined with and the radio button for Plans
- When the actuals filter pops up, type 5/31/2021
- On the calculate remaining plan/budget based on: choose
Remaining hours
g. INCLUDE EXPENSE REPORTS
- check the box for Using Line Item Date within range
- check the box for Include non-completed Expense Reports
3. Run the report
4. Note that this version of the report only has one single row ‘Profit % (on
Gross) Actuals & Plans’
5. Observe the profit rate for both projects listed

Profit Results Profit Results for
Projects
For Plans Actuals Combined with Remaining Plans

APF- REVIEWING-FP

APF-REVIEWING-TM

PART 2: Modify the revenue source of the TM project’s profit calculations and
analyze the impact to the profitability
1. On a separate browser tab, navigate to Contracts > Project > List and filter for
project code APF-REVIEWING-TM
2. Edit this project and navigate to the People Plans > List > List
3. Edit the plan for Gus UU Lead
a. Observe the Bill Rate selected for this plan
4. Change the labor category to UU-APSTAR-Business Systems Analyst
Notes: this change reduces the planned revenue for this project
the cost side of the profit formula remains unchanged
5. Click Save
6. Navigate back to the tab with Cost Summary and Status Report
7. Use the Refresh Report button to view the impact of changing the
revenue source for a TM project.
8. On the TM project, the profit % will significantly LOWER

PART 3: Modify the cost source of the FP project’s profit calculations and
analyze the impact to the profitability
1. On a separate browser tab, edit project APF-REVIEWING-FP

Lesson 3: Revenue and Profitability Reports
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