Costpoint Online Help

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Reconcile T&M Profitability

Use the Budgeting and Planning reports to reconcile your T&M Profitability reports.

These Budgeting and Planning reports include the following:

  • Billable Revenue Breakdown

  • Burdened Cost Breakdown

  • TM Revenue Breakdown

  • Burdened Cost Breakdown

To reconcile the Costpoint Enterprise Reporting T&M Profitability report with Budgeting and Planning:

  1. Run the T&M Profitability report in Costpoint Enterprise Reporting.
  2. Run the TM Billable Revenue Breakdown report in Budgeting and Planning (Project > Cost Analysis).
  3. Compare the following:

    Costpoint Enterprise Report ITD Amount Column

    Budgeting and Planning Report ITD Amt Column

    Revenue

    ITD Amt

  4. Run the Burdened Cost Breakdown report in Budgeting and Planning (Project > Cost Analysis).
  5. Compare the following:

    Costpoint Enterprise Report ITD Amount Column

    Budgeting and Planning Report ITD Total Column

    Revenue

    Labor

  6. Run the TM Billable Revenue Breakdown report in Budgeting and Planning (Project > Budget Development).
  7. Select Latest EAC.
  8. Compare the following:

    Costpoint Enterprise Report

    Budgeting and Planning Report

    Billing Rate

    Bill Rate

    Revenue from EAC Column

    Total Revenue Labor Amount from ITD Amt Column

    Revenue from Monthly Forecast Columns

    Total Revenue Labor from Monthly Forecast Columns

  9. Run the Burdened Cost Breakdown report in Budgeting and Planning (Project > Budget Development).
  10. Select the Latest EAC.
  11. Compare the following:

    Costpoint Enterprise Report

    Budgeting and Planning Report

    Burdened Labor from EAC Column

    Labor from Tot Burd Bgt Column

    Burdened Labor from Monthly Forecast Columns

    Labor from Monthly Forecast Columns