Page 44 - Participant Guide - Unanet GovCon Analyzing Project Metrics

PART 2: Create report to monitor Profitability on the Forecast View
6. Navigate to the Reports > Dashboard menu
7. Under the Project Accounting Reports > Periodic Section
8. Click on the Cost Summary & Status Report
9. 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 FP and TM
d. COST REPORT NAME: change to UU_PM Profit (Gross)
e. REPORTING PERIOD:
- CALENDAR: choose Semi-Month
- START DATE: type May 16, 2021
f. NUMBER OF PERIODS: change to 1
g. ROW OPTIONS: check ‘Show Plans’ and ‘Show Actuals Combined
with Report on Budgets’
- 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
h. INCLUDE EXPENSE REPORTS
- check the box for Using Line Item Date within range
- check the box for Include non-completed Expense Reports
10. 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 Profit 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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