Page 45 - Participant Guide - Unanet GovCon Analyzing Project Metrics

Periodic Performance Reviews
As mentioned in the Planning Phase, it is common that the executive team of a
company will have specific targets for revenue and profitability for all phases of the
project’s lifecycle. In Unanet, the project teams can use the same key reports to analyze
the project’s ongoing performance as we used for planning the projects by simply
changing a few of the criteria settings.

The table below helps explain a simple cross tab approach to which report and which
fields are relevant based on the billing type of the project/task. This table represents
evaluation of the reports by using a ‘forecasted’ set of criteria. Forecasted, in Unanet
terms, is the total sum of project actuals plus the remaining people assignments and/or
expense budgets.

Time and
Cost-Plus Fixed Price
Materials
Revenue Remaining
Funded Within corporate Depends on
Funded Value – (Actuals + thresholds Billing schedule Exactly zero
Future Assignments)

Report: Project Revenue & Funding Summary
(filtered on Actuals + Future People Assignments or Expense Budgets)

Profitability
(Net Revenue / (Net Within
N/A
Revenue / (Revenue of (Contract-defined) Within corporate corporate
thresholds
Actuals + Future thresholds
Assignments)

Report: Periodic Cost Summary & Status
(filtered on Actuals + Future People Assignments or Expense Budgets)

This upcoming section will highlight report criteria to prepare for the monitor and control
phase. Specifically, this version of each report will focus on a ‘forecasted’ view of the
underlying data. A forecasted view of the revenue includes the actuals through some
period of time, typically, prior timesheet, billing, or closing period, and future
assignments/budgets. This view reflects what charges are expected in the future
periods.

While a forecasted view could include actuals through a particular date plus
future plans, such configuration will require you separately control the people
assignments because the assignments are the only area that you can control
number of hours charged on a project or task.

Lesson 5: Monitoring Project Performance
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