Page 46 - Participant Guide - Unanet GovCon Analyzing Project Metrics

Key Report Criteria Elements

The criteria below reflect the forecasted view mentioned above. All other criteria are the
same as learned in Lesson 3.

FORECAST OPTION:

- Include Actuals and Assignments: Most commonly used in the periodic
project review process during the monitor and controlling phase. TM & CP
revenue will report actuals through a defined date and use the remaining
assignments for the date range.

INCLUDE EXPENSE REPORTS: If you want the report to include expense
reports that have not been approved yet, you will need to select the ‘Using Line
Item Date within range’ and then check Include non-completed Expense Reports.

Project Revenue & Funding Summary (forecast view)

As mentioned before, this report is specifically helpful for TM and CP projects because
the revenue calculation is based on the project plans/assignments/budgets and actuals.
For a project with a FP billing type, this report will reflect the status of the billing
schedule.

Key Report Elements

Recall from Lesson 3 this report has two unique columns that tell you a lot about the
status of the underlying revenue on the projects. The REMAINING FUNDING value
becomes most important when analyzing this report forecasted with actuals through the
prior period plus remaining people assignments and expense budgets.

- REMAINING FUNDED: calculations of FUNDED VALUE minus TO DATE. It
shows if the revenue in the report is over or under the funded value based on the
project or tasks (determined by the reporting options criteria).
o A positive value indicates the funded value is higher than the revenue in
the report, which may suggest that there are funds available on the project
what will be unbillable/unused unless action is taken to consume the
funding.
o A negative number (red with parenthesis) indicates the revenue in the
report is more than the funded value, which may suggest that the project
is subject to running ‘at risk’ or ‘out of funds’ if the current course
continues without programmatic changes.

Lesson 5: Monitoring Project Performance
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