Page 55 - Participant Guide - Unanet GovCon Analyzing Project Metrics

There are two recommendations for this step. First is to use the Forecast Dashboard
and second is to only update future periods.

Forecast Dashboard
This dashboard is unique in that it can create a grid for many people and many projects
on one screen. This type of grid provides increased visibility not typically available on
one project.

Future Periods
Running a report using a forecasted view (actuals and future assignments) will naturally
replace any past assignments with the actuals for that period. This is the primary logic
behind only updating the future assignments. This option is a powerful way for the
project manager to control the end status of the project.

Rerun Metric Reports to Validate Adjustments
Part of updating the forecast is to evaluate the results against the same metric
thresholds used to complete the project review. A quick reference to the table that can
be used is here for your convenience.
Cost-Plus Fixed Price Time and Materials
Revenue Remaining Funded
Depends on
Funded Value – (Actuals + Within corporate Billing schedule Exactly zero
thresholds
Future Assignments)

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

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

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

TIP: consider using multiple browser tabs. One tab on the Assigner or
Budgeter Grid, and one for each report used to monitor the metric of interest.

Lesson 6: Controlling Project Performance
©2020 Unanet. All rights reserved. 54