The data displayed in Projects at Risk Analytics are calculated using a combination of actual performance data from Costpoint and budget data from external budget files. The calculation of risk data is different for each risk reason.
Costpoint Analytics configuration settings also affect the risk calculations.
For information on how Costpoint Analytics determines the at-risk projects and at-risk amounts for each risk reason, see Available Risk Reasons.
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Data Item |
Charts and Tables |
Source |
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Number of at-risk projects |
Risks list Amount at Risk by Reason Amount at Risk by Attribute Risk Analysis |
Calculated using actual performance data from Costpoint and budget data loaded from an external file. How the numbers of at-risk projects are calculated depends on the risk reason and on Costpoint Analytics configuration settings. |
|
Amount at risk |
Risks list All charts and tables |
Calculated using actual performance data from the Project Status Report reporting tables in Costpoint and budget data loaded from the revenue and cost budget file. How the at-risk amounts are calculated depends on the risk reason and on Costpoint Analytics configuration settings. |
|
Actual amount |
Risk Analysis |
Sum of the relevant actual performance amounts from the Project Status Report reporting tables in Costpoint. The specific type of amount varies by risk reason. For example, for the Costs over Budget risk reason, the Actual column in this table contains the sum of the relevant actual cost amounts from Costpoint. |
|
Target amount |
Risk Analysis |
Sum of the relevant desired or expected performance amounts. The specific type of target amount varies by risk reason. Some come from the Project Status Report reporting tables in Costpoint, and some come from the revenue and cost budget file. For example, for the Cost over Budget risk reason, the Target column in this table contains the sum of the relevant cost budget amounts from the revenue and cost budget file. |
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Data Item |
Source |
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Billing |
Costpoint: Project Status Report reporting tables |
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Cost |
Costpoint: Project Status Report reporting tables If prior year cost adjustments are included in the PSR tables, cost amounts may include those cost adjustments, depending on how Costpoint Analytics is configured. For more information, see Adjustment Period. |
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Revenue |
Costpoint: Project Status Report reporting tables. The revenue can be either "actual" (calculated using actual rates) or "target" (calculated using target rates), depending on how your firm configures Costpoint Analytics. If prior year revenue adjustments are included in the PSR tables, revenue amounts may include those revenue adjustments, depending on how Costpoint Analytics is configured. For more information, see Adjustment Period. |
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Profit |
Calculated from Costpoint revenue and cost data: Project revenue – (Direct project expenses + Indirect expenses) If prior year cost or revenue adjustments are included in the PSR tables, the calculation of profit amounts may include those adjustments, depending on how Costpoint Analytics is configured. For more information, see Adjustment Period. |
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Gross profit |
Calculated from Costpoint revenue and cost data: Project revenue – Direct project expenses This calculation is also affected by Costpoint Analytics configuration options that enable your firm to include or exclude cost of money in the calculation of gross profit and to specify the cost pools to include in the calculation of gross profit. If prior year cost or revenue adjustments are included in the PSR tables, the calculation of gross profit amounts may include those adjustments, depending on how Costpoint Analytics is configured. For more information, see Adjustment Period. |
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Contract value |
Costpoint: Project Status Report reporting tables |
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Funded value |
Costpoint: Project Status Report reporting tables |
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Contract end date |
Costpoint: Project Status Report reporting tables |
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Data Item |
Source |
|
Cost |
Revenue and cost budget file |
|
Revenue |
Revenue and cost budget file |
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Profit |
Calculated from loaded revenue and cost budget data |
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Gross profit |
Calculated from loaded revenue and cost budget data |