Page 47 - Participant Guide - Unanet GovCon Analyzing Project Metrics

Cost Summary and Status Report
Also reviewed in Lesson 3, this report helps you analyze the profitability of a project as it
can be configured in an unlimited set of rows that display the true or burdened
costs based on indirect rates input into Unanet on a period-by-period basis.

Key Report Criteria Elements
In Monitor and Control Phase, this will provide a realistic view of how your project’s end
state will look for a myriad of key metrics. Two quick reminders include

COST REPORT NAME: select a Cost Report Name that includes the key
metrics as a row

ROW OPTIONS: Include Actuals and Assignments to reflect a forecasted
view of the underlying data. Typically configured to show actuals through a
specified date, say prior period, and the future assignments/budgets.

A quick tip to analyze the original planned profit over forecasted profit is to check
the ‘show plans’ flag in the row options. This easily shows planned profit over
forecast, provided that is a row in your report.

Analyzing the Key Report Result Element

Similar to using this report to analyze project plans, the small change to view actuals
and assignments provides an end state view of the project. With that vie of the data in
mind, the primary column to understand is still the ACTUALS & ALLOCATED BOT-
EOT column in the TOTAL section.

ACTUALS & ALLOCATED BOT-EOT: Includes all actuals through the specified
date on the criteria plus all remaining assignments, in this lesson’s example.
Based on the billing type for the effort and the rows in the cost report name will
provide you a one field view of key metrics such as overall profit.

Demo 5.4 – Analyze Key Metric Reports on Forecast

Instructor is logged in as Gus Lead. His relevant role is Project Lead and the
system setting to allow non-cost rate managers access to Project Cost Reports.

Demo Highlights:
Analyze the Revenue Funding Summary Report (forecast view)
o Use Saved Report: Demo 5.2 Revenue on Forecast
o Discuss remaining funded field based on billing type
Analyze the Cost Summary and Status Report (forecast view)
o Use Saved Report: Demo 5.2 Profitability on Forecast
o Discuss Actuals + Allocated BOT-EOT values based on billing type
o Modify to ‘show plans’ over forecast

Lesson 5: Monitoring Project Performance
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