Costpoint Online Help

Using the Help Search
Using the Help Search
  • Phrase:Returns all topics that contain the exact phrase in the search criteria. Use quotation marks around the phrase.
    Ex."system administration"
  • And:Returns all topics that contain all the words in the search criteria, in any combination. Insert a plus sign between all words in the search criteria.
    Ex.system + administration
  • Or:Returns all topics with any combination of words in the search criteria. This is the default.
    Ex.system administration
For more information:Searching Online Help

Reconcile Project Status Cost Summary

Use the Budgeting and Planning reports to reconcile data on the Project Status Cost Summary report.

These reports include the following:

  • Project Status Cost Summary

  • Current Forecast

To reconcile the Costpoint Enterprise Reporting Project Status Cost Summary report with Budgeting and Planning:

  1. Run the Project Status Cost Summary report in Costpoint Enterprise Reporting.
  2. Run the Project Status report in Budgeting and Planning (Project > Supplemental Reports).
  3. Compare the following:

    Costpoint Enterprise Report

    Budgeting and Planning Report

    ITD Actual Amount

    Contract to Date Total Expense

  4. Run the Current Forecast report in Budgeting and Planning (Project > Budget Development).
    Note: This report must be run for the next period.
  5. Select Budget.
  6. Compare the following:

    Costpoint Enterprise Report

    Budgeting and Planning Report

    Baseline Budget Amount

    The sum of Labor Cost, Non-Labor Cost, and Indirect Cost from the Bgt/EAC Total column

  7. Select Latest EAC.
  8. Compare the following:

    Costpoint Enterprise Report

    Budgeting and Planning Report

    Forecast Amount

    The sum of Labor Cost, Non-Labor Cost, and Indirect Cost from the Forecast Total column

  9. Verify that the ETC Amount total in the Project Status Cost Summary report in Costpoint Enterprise Reporting is equal to the Forecast Amount column less the ITD Actual Amount column in the same report.
    Note: Variance Amount and Variance Percentage are report calculations that can be verified independently once the other figures are confirmed against Budgeting and Planning.