Page 34 - Participant Guide - Unanet GovCon Analyzing Project Metrics
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Activity 4.2 – Prepare for Metric Reporting on Plans

                       MYCO recently won a contract to build a new prototype for a government
                       agency. The project team has entered all of the required labor and expenses to
                       deliver the prototype over a 12-month period. The resource management team
                       has validated all resources selected for the project plan have the knowledge and
                       skills to meet the requirements. The project plans have been submitted for
                       management review and approval.

                       Use the activities below to ensure the project plans can meet the revenue and
                       profitability metrics provide by the MYCO management. Configure several
                       reports that help validate planned revenue and profitability for labor and expense
                       projects and save them to your dashboard for future use.

                       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: Configure a Revenue Report based on Project Plans
                   1.  Navigate to the Reports > Dashboard menu
                   2.  Under the Project Accounting Section > Summary Section > click on the
                       Revenue and Funding Summary Report
                   3.  Manually set up the report using the following criteria settings
                       •  PROJECT CODE:  filter for APF-ANA
                       •  DATE RANGE:  BOT – EOT
                       •  FORECAST OPTIONS:  Include Plans Only
                       •  REPORT OPTIONS:  Calculate from Project Budgets/Funded Value
                   4.  Save the report to your Reports Dashboard
                       •  In the Save As field, type Use in Activity 4.3 Revenue Metric on Plans
                       •  Under MY REPORTS window, select the checkbox for Reports
                       •  Click on Save

               PART 2: Configure a Profitability Report based on Project Plans
                   1.  Navigate to the Reports > Dashboard menu
                   2.  Under the Project Accounting Section, review the Periodic section reports
                   3.  Click on the Cost Summary & Status Report
                   4.  Manually set up the report using the following criteria settings
                       •  Filter PROJECT CODE for APF-ANA
                       •  BILLING TYPE:   select FP and TM
                       •  COST REPORT NAME: select UU_PM Profit (Gross)







               Lesson 4: Validating Project Plans
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