Page 43 - Participant Guide - Unanet GovCon Analyzing Project Metrics

Activity 5.3 – Configure Key Reports to Analyze Metrics on
Forecast

Configure several reports that help validate the forecasted revenue and
profitability for labor and expense projects. In this activity, configure reports to
review a forecasted view of actuals and future assignments.
Stay logged in as Gus Lead. userid: glead password: welcome

Note: the reports created in this Activity are used in follow-on activities.

Activity Steps

PART 1 Create report to monitor Revenue on the Forecast View
1. Navigate to the Reports > Dashboard menu
2. Under the Project Accounting Reports > Summary Section
3. Click on the Revenue and Funding Summary Report
4. Modify the report criteria as follows:
a. REPORT ON: change selector to All Projects I can see
b. PROJECT: filter for project code APF-FORECAST%
c. BILLING TYPE: select CP and TM
d. DATE RANGE: select BOT to EOT
e. FORECAST OPTIONS: change selector to Actuals and Assignments
- When the Use Actuals Through Date pops up, change the selector
to May 31, 2021, and choose Remaining hours/expenses per
work day for the ‘Calculate remaining plan/budget based on:’
option
f. REPORTING OPTIONS: choose Calculate from Project
Budgets/Funded Value
g. INCLUDE EXPENSE REPORTS
- check the box for Using Line Item Date within range
- check the box for Include non-completed Expense Reports
5. Save the report to your Home and Reports Dashboard
- Click the Save Criteria button
- In the Save As field, type Use in Activity 5.5 Revenue Metric on
Forecast
- Under the Add to My Dashboards > choose Home and Reports
- Click on Save

Lesson 5: Monitoring Project Performance
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