Use this screen to run the Rate Analysis (Proj) (Performance and Variance) report. This report is an enhanced Variance Statement of Indirect Expenses that allows a manager to view variances in the Budgeted Cost and Base of a pool in detail. The data in this report is pulled from the summary of all Project Budget in the selected year and includes Non-Backlog budgets and Plug Project budgets once the Calc Plug process has been run. The report contains three grids:
Pool Cost grid — Contains variance summary lines by major cost element, with variance detail by Project within each major cost element. Columns include YTD Variance, % of Base Variance, and cost variance for each accounting period in the fiscal year.
The Pool Cost grid initially displays summary cost variance lines by major cost element. Each major cost summary line expands to display variance detail by Project.
Pool Base grid — Contains variance summary lines by major base element, with variance detail by Project within each major cost element. Columns include YTD Variance, % of Base Variance, and cost variance for each accounting period in the fiscal year.
The Pool Base grid initially displays summary base variance lines by major cost element. Each major cost summary line expands to display variance detail by Project.
Pool Rates grid — Shows the pool rate variance by contributing Org with a total rate variance for the pool. Columns include YTD rate variance and the rate variance for each accounting period in the fiscal year.
You can filter the data displayed in the report:
Select an indirect pool from the Cost Pool drop-down list.
Select a time period from the FY-Period drop-down list.
Select the P&L format to define the major cost elements in for the Pool Cost grid and the Pool Base grid.
The Budget/Outlook/AOP drop-down list allows you to select either the base budget or the latest updated forecasts.