Page 40 - Participant Guide - Unanet GovCon Analyzing Project Metrics

Prepare for Metric Reporting on a Project’s Forecast
Many reports used in other phases that were configured on either plans, assignments or
actuals can be configured on actuals plus remaining plans or assignments. Unanet
refers to ‘actuals plus remaining plans or actuals plus remaining assignments’ as a
forecasted view of the report. Below are a few of the more common reports that can be
configured to review the projects actuals and future (forecasted) plans or budgets.

Project Accounting Reports
• Cost Summary & Status
• Project Summary by Cost Element
• Project Revenue & Funding Summary

Project Reports (Time & Expense Only)
• Periodic Forecast
• Periodic Forecast Summary

Including Actuals:
When configuring one of these reports, the criteria options appear with the options to
choose if actuals should be calculated, which date to start through, possibly the option
to use future plans or assignments/budgets after the through date and an option for how
to calculate the remaining budget/plans for the reporting period.

Calculate remaining plan/budget based on -- When using an option that combines
Actuals with either Plans or Assignments, this control is used to determine how the
system will calculate the remaining amounts from the plan/budgets to be allocated to
the remaining days (that is, the days beyond the Use Actuals Through Date to the end
of the plan/budget entry).

The choices can be stated as; do we expect future work days (M-F) to reflect the
original daily allocated amount (regardless of the number of actuals you've already
charged), or do we intend to use up the entire plan/budget amount and thus allocate the
remaining unused portion evenly across the remaining days in the plan/budget.

Lesson 5: Monitoring Project Performance
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