Costpoint Online Help

Using the Help Search
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Redistribute Revenue by Project

Use this screen to control the redistribution of revenue on a project-by-project basis.

You can redistribute revenue that was computed at higher levels of a project (particularly revenue from fixed amount formulas) to the lowest level of a project (to each account/organization combination for each task on the project) based on allowed cost.  Allowed cost is the cost that is included in the revenue computation that is not more than a cost, fee, or total ceiling. If you do not use the redistribute process, the revenue shown on the Project Status Reports for some project nodes may seem incorrect.  This happens because amounts that cannot be specifically linked to a particular node of the project (such as fixed revenue formulas, revenue adjustments, and over ceiling amounts) are stored in the PROJ_SUM table at the revenue level of the project. Using this process, you can redistribute these plug amounts to the entire project. Note that this screen calculates using amounts for a specific subperiod only. This is different from the Redistribute Revenue screen, which is a YTD process.

You can initiate this process by clicking to select the project whose revenue is to be redistributed. You must also select the fiscal year, period, and subperiod, as well as whether target, actual, or both target and actual revenue are to be redistributed. After you select fiscal year, period, subperiod, actual and/or target, you cannot modify them from project to project without clicking and starting over.

After you make a selection, all nodes (levels) of the project are displayed on the screen. If the revenue for that particular project does not need to be redistributed, you can click and to identify another project.

To initiate the calculation of allowed cost, click the Fill Table button. When you click this button, Costpoint calculates the allowed cost for each node on the project tree as a percent of the total allowed cost for the project, and the percentages are displayed. You can modify the percentages for any node on the tree (including nodes that have no allowed cost), as long as they sum to 100% after modifications are made.

When you have finished reviewing and/or changing the allowed cost percentages, click . This causes the application to redistribute the total revenue from the PROJ_SUM table for the project to each node based on the percentages on the screen. After revenue has been assigned to each node, it is further allocated to each account/organization combination within that node based on the allowed cost of each account/organization combination to the total allowed cost for the node. Costpoint updates the PROJ_SUM table, specifically the REALLOC_ACT_AMT and REALLOC_TGT_AMT columns, with the additions/subtractions from the redistribution process.

Note: You cannot run this process unless you have completed the Compute Revenue screen for the Subperiod selected.

Initiate this process after completing the Compute Revenue process and before executing the Post Revenue process.

For more information, see the "Revenue Redistribution" topic.