PRINT REVENUE WORKSHEET

Use this screen to print the Revenue Worksheet, which provides detail on revenue calculations for a range of projects. Because you can use Costpoint to enter a variety of ceilings and overrides, it can sometimes be a time-consuming task to see how revenue was computed.

The Revenue Worksheet provides insight on the revenue that was generated by the specific accounts, pools, and labor categories by using comparison columns for incurred and allowable costs and hours. You should plan on printing this report only for those projects whose revenue is not easily determined when reviewing the Revenue Summaries. This report's primary sort will always be by project, but you can select a secondary sort in the Select Sort group box. The Basic Revenue Info screen (Projects » Project Setup » Revenue Setup) provides many different formulas for calculating revenue.

You should complete the revenue process by running the Print Revenue Summaries screen (Projects » Inquiry and Reporting » Project Reporting). Additionally, you must run the Create Project Report Tables screen (Projects » Inquiry and Reporting » Report Processing) for the revenue worksheet for any projects for which you want to print a report.

Select Project

Use this group box to limit the projects that will print on the report.

Range Option

Use this drop-down list to select the range of projects you want to print. Valid options are:

The default for this field is All.

From

Enter, or use to select, the beginning project of the range you want to include in the report. If you select All or From Beginning in the Range Option field, this field will be inactive.

To

Enter, or use to select, the ending project of the range you want to include in the report. If you select All or To End in the Range Option field, this field will be inactive.

Noncontiguous Range

Use this field to select a noncontiguous range of projects that will print on the report.

List Mode

Select this check box to create a customized, non-contiguous, list in the Noncontiguous Range field. The list mode function is different from using a Range because you can use the list mode for a custom selection that will include or exclude any projects of your choice.

Using the Range Option drop-down list, select a range of projects. Valid options are:

Enter the project in the From field and/or the To field. Click the Apply button to add this project or range of projects to the Noncontiguous Range field. Once you have selected the list mode, any projects appearing in the From/To range will not be printed unless you have added them to the Noncontiguous Range field with the Apply button. To remove a selection from the Noncontiguous Range field, highlight the row and click the Remove button.

Apply

After you have selected the List Mode check box and entered a To/From project, click the Apply button to include the project, or range of projects, to be printed in the noncontiguous range.

Remove

Use this button to remove a project or a range of projects that you previously selected. Highlight the selection and click the Remove button.

Include

Use the fields in this group box to identify the levels at which you would like to print the report.

Project Level _____ and below

Enter the highest project level that you want to appear on the report.

Account Level _____ and below

Enter the highest account level that you want to appear on the report.

Organization Level _____ and below         

Enter the highest organization level that you want to appear on the report.

Select Sort

Use the fields in this group box to select the secondary sorting you would like to use for the report.  Depending on your selection here, range option boxes may also be available.

Sort By

Use the drop-down list to select a secondary sort for the Revenue Worksheet. This report's primary sort will always be by project. Valid options are:

Range Option

Use this drop-down list to enter or select the range of values you want to print. Valid options are:

The default for this field is All.

From

Enter, or use to select, the beginning value of the range you want to include in the report. If you select All or From Beginning in the Range Option field, this field will be inactive.

To

Enter, or use to select, the ending value of the range you want to include in the report. If you select All or To End in the Range Option field, this field will be inactive.

Select Ending Subperiod

Use this group box to identify the period through which you would like to include data on the report.

Fiscal Year

Use the drop-down list to select a valid fiscal year for the report.

Period

Use the drop-down list to select a valid period for the report.

Subperiod

Use the drop-down list to select a valid subperiod for the report.

Show

Use the options in this group box to select various printing options.

Amount In Thousands

Select this check box to show the amounts rounded to the nearest thousand.

Hours By Employee

Select this check box to show the hours information by employee when the revenue formula includes a loaded labor rate. If you do not select this check box, the report summarizes the hours information by labor category.

Include Inactive Projects

Select this check box to print reports for projects that are marked as inactive in the Basic Info screen (Projects » Project Setup » Project Master).

Lines With No Activity

Select this check box to show lines on the report that have no activity. The revenue is shown on the report by labor category, account, and pool.

Select Report Period

Use the options in this group box to select the period through which you would like to include data on the report.

Subperiod

Select this option to print a report for the subperiod revenue.

Period

Select this option to print a report for the period revenue.

Fiscal Year

Select this option to print a report for the fiscal year revenue.

ITD

Select this option to print a report for the inception-to-date revenue.

Rate Type

Use this group box to select a rate type for the report.

Actual

Select this option to print the report using actual indirect rates.

Target

Select this option to print the report using target indirect rates.

Report Parameters

You can save the report parameters for future use. To save the selected report parameters, click the Save icon on the toolbar after you have entered your report selections. Enter up to 15 alphanumeric characters for identification and a description of the report. Click the OK button to save.

Stored report parameters are especially useful if reports are to be run through the Batch Manager. When creating the batch job to be executed, the system uses the report stored in the report parameters to identify report criteria.

To change only the fiscal year, period, and subperiod for a saved report parameter, use the Change Period Report Parameters toolkit in the Miscellaneous Toolkits screen (Projects » Cost and Revenue Processing » Utilities).

Source Table

RPT_REVENUE_WKS