Page 35 - Participant Guide - Unanet GovCon Analyzing Project Metrics

• REPORTING PERIOD:
- CALENDAR: choose the radio button for YEAR
- START DATE field: use a start date of 1/1/2021
• NUMBER OF PERIODS: 1
• ROW OPTIONS: uncheck the radio button for Show Budgets and check the
radio button for Show Plans
Save the report to your Reports Dashboard
• Click the Save Criteria button
• In the Save As field, type Use in Activity 4.4 Profitability Metric on Plans
• Under MY REPORTS window, select the checkbox for Reports
• Click on Save

Activity 4.3 – Analyze Revenue Metric on Plans
Use the table below to compare the revenue planned on the projects against the
Revenue KPI Metric Threshold provided by MYCO management.
Stay logged in as Gus Lead. userid: glead password: welcome

Project to be reviewed Revenue Metric
for Planned Revenue Threshold

APF- ANALYZING -CP Plan to ± $150

APF- ANALYZING -FP Set Up Billing Schedule

APF-ANALYZING-TM Plan to 0

Activity Steps

1. Run your saved Revenue and Funding Summary Report
- Reports > Saved > Use in Activity 4.3 Revenue Metric on Plans

2. Based on this report, write in the results for revenue backlog for the APF-
ANALYZING projects and decide if the plans can be validated based on Revenue.

Project Backlog Remaining Are Results
Funding within threshold?
Y or N
APF- ANALYZING -CP Not Relevant on Plans

APF- ANALYZING -FP Not Relevant on Plans

APF-ANALYZING-TM Not Relevant on Plans

Lesson 4: Validating Project Plans
©2020 Unanet. All rights reserved. 34