Use this screen to print project revenue summaries, which provide high-level information regarding project revenue, costs, and profit, as well as budget and variance amounts. You can run them at a summary or detail project level. Management personnel should print and review project revenue summaries each period.
You must run this report after running the Update Project Status Report Table (Projects\Process\Project) and Update Other Project Report Tables (Projects\Process\Project) utilities. The system updates rows in the report table according to pre-selected criteria. For example, assume the report table contains amounts from January 1, 1999 through May 31, 2002. If you update the report tables with information from FY 2002, subperiod 1 through 4 of period 5 (May 1-31, 2002), the utility will update only rows containing amounts for the selected subperiods. If you want to run reports including June 2002 data (period 6), you must first run this utility to update the table with that information, and you must be sure that the report table contains the data necessary for the report.
Use the fields in this block to create a new parameter ID or to retrieve a previously saved parameter ID. A parameter ID represents a set of screen selection parameters. Once you have saved a parameter ID and its related parameters, you can retrieve them using Query.
You can use the retrieved parameters to produce reports and run processes more efficiently and with greater consistency. Many users save a unique set of parameters for each different way they run a report or process. If you select a previously saved parameter ID or parameter description, the associated saved screen selection parameters will automatically display as selection defaults. You can change any of the associated selection defaults as necessary.
Enter, or use Query to select, a parameter ID of up to 15 alphanumeric characters. You should choose characters for your parameter ID that help identify the type of selections you made in the screen, such as “PERIOD” or “QUARTERLY.”
When you save your record, all the selections made in the screen are stored with the parameter ID. Later, you can retrieve the parameter using Query.
You can use the parameter to produce reports and run processes more efficiently because you can select the parameter ID with its previously defined screen selections. Once the default selections display in the screen, you can override the defaults as necessary.
Enter, or use Query to select, a parameter description of up to 30 alphanumeric characters.
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Note: Use the Change Period Report Parameters toolkit in the Miscellaneous Toolkits screen to change only the fiscal year, period, and subperiod for a saved report parameter. |
Use the fields in this block to limit the data that will print on the report.
Enter or select the option you want to group by. Options are:
Alternate Project Structure
Owning Organization
Performing Organization
Project
Project Classification
Project Manager
Project Type
Reorganization
The option selected in this field will determine the values that should be entered in the Start and End fields.
Use this drop-down box to select the range option for your report. The selection made in this field is based on the option selected in the Select By field. The following options are available:
All - Select this option to include all available records. The Start and End fields are disabled for this option.
One - Select this option to include only one record. You must enter that value in the Start field. The End field is disabled for this option.
Range - Select this option to include a contiguous range of records. You must enter the beginning value for the range in the Start field and the ending value of the range in the End field.
From Beginning - Select this option to include all the records from the beginning of the available records to a specific record in the range. You must enter the last value for the range in the End field. The Start field is disabled for this option.
To End - Select this option to include all the records from a specific record to the end of all the available records. You must enter the value from which the range should begin in the Start field. The End field is disabled for this option.
Enter, or use Lookup to select, a starting value for the range that you want to include on the report. The value entered in this field is based on the selection made in the Select By field.
If you select "One," "Range," or "To End," in the Option field, you must enter a value in this field.
If you select "All" or "From Beginning" in the Option field, this field will be inactive.
Enter, or use Lookup to select, an ending value for the range that you want to include on the report. The value entered in this field is based on the selection made in the Select By field.
If you select "All," "Range," or "From Beginning" in the Option field, you must enter a value in this field.
If you select "One" or "To End" in the Option field, this field will be inactive.
Select this checkbox to place a page break on your report grouping. For example, if you select this checkbox and you group by "Performing Organization," a page break is placed after each performing organization.
Accounting Period
This non-editable field displays the "One" option. This is because you can only run the report for one accounting period at a time.
Enter, or use Lookup to select, the fiscal year you want included on the report.
Period *
Enter, or use Lookup to select, the fiscal period you want included on the report. This period is considered the "Current Period" for column option purposes.
Subpd *
Enter, or use Lookup to select, the subperiod you want included on the report. This subperiod is considered the "Current Subperiod" for column option purposes.
This non-editable field displays the subperiod ending date.
Use the fields in this block to select the columns to display on the report, printing options, and organization and project levels.
Identify the highest organization level that you want printed on the report. Balances will be rolled up to this organization level.
Identify the highest project level that you want printed on the report. Balances will be rolled up to this project level.
Use this group box to select various printing options.
Select this checkbox to show amounts in thousands.
Select this checkbox to print lines on the revenue summaries even if they have no activity. Leave the checkbox unchecked to suppress lines with no activity.
The report can reflect the Project ID, Project Name, or Both. If you select to print Both, the fields are trimmed to 30 characters in length.
Select this radio button to use the project ID as the label for the project on the report.
Select this radio button to use the project name as the label for the project on the report.
Select this radio button to use both the project ID and project name as the label for the project on the report. If you select this option, all fields will be trimmed to 30 characters in length.
Use the options in this group box to define the columns of the report and whether you would like to include billable and inactive projects.
Select this checkbox to include projects that have been designated as inactive in the Basic Info screen in the Project User Flow (Projects\Maintain\Project).
Select this checkbox to include unbillable projects. You designate a project as unbillable by leaving the Billable Project checkbox blank in the Basic Info screen in the Project User Flow (Projects\Maintain\Project). These projects contain no revenue or billing formulas.
Select the column options to print on the report. You can print cost data using target or actual rates. The following options are available in columns 1-8:
Prior Yr Costs
Prior Yr Cost of Money
Prior Yr Revenue
Prior Yr Profit
Total Contract Value
Total Contract Funding
Actual Subperiod Costs
Actual Subperiod Cost of Money
Actual Subperiod Revenue
Actual Subperiod Profit
Actual Subperiod Profit % of Costs
Actual Subperiod Profit % of Revenue
Actual Period Costs
Actual Period Cost of Money
Actual Period Revenue
Actual Period Profit
Actual Period Profit % of Costs
Actual Period Profit % of Revenue
Actual Yr To Date Costs
Actual Yr To Date Cost of Money
Actual Yr To Date Revenue
Actual Yr To Date Profit
Actual Yr To Date Profit % of Costs
Actual Year To Date Profit % of Revenue
Actual Contract To Date Costs
Actual Contract To Date Cost of Money
Actual Contract To Date Revenue
Actual Contract To Date Profit
Actual Contract To Date Profit % of Costs
Actual Contract To Date Profit % of Revenue
Actual Contract To Date Funded Value Backlog
Actual Contract To Date Contract Value Backlog
Actual % Complete Funding
Actual % Complete Value
Target Subperiod Costs
Target Subperiod Cost of Money
Target Subperiod Revenue
Target Subperiod Profit
Target Subperiod Profit % of Costs
Target Subperiod Profit % of Revenue
Target Period Costs
Target Period Cost of Money
Target Period Revenue
Target Period Profit
Target Period Profit % of Costs
Target Period Profit % of Revenue
Target Year To Date Costs
Target Year To Date Cost of Money
Target Year To Date Revenue
Target Year To Date Profit
Target Year To Date Profit % of Costs
Target Year To Date Profit % of Revenue
Target Contract To Date Costs
Target Contract To Date Cost of Money
Target Contract To Date Revenue
Target Contract To Date Profit
Target Contract To Date Profit % of Costs
Target Contract To Date Profit % of Revenue
Target Contract To Date Funded Value Backlog
Target Contract To Date Contract Value Backlog
Target % Complete of Funded Value
Target % Complete of Contract Value
Budget Subperiod Costs
Budget Subperiod Cost of Money
Budget Subperiod Revenue
Budget Subperiod Profit
Actual Subperiod Cost Variance
Actual Subperiod Profit Variance
Actual Subperiod Revenue Variance
Target Subperiod Cost Variance
Target Subperiod Profit Variance
Target Subperiod Revenue Variance
Budget Period Costs
Budget Period Cost of Money
Budget Period Revenue
Budget Period Profit
Actual Period Cost Variance
Actual Period Profit Variance
Actual Period Revenue Variance
Target Period Cost Variance
Target Period Profit Variance
Target Period Revenue Variance
Budget Year To Date Costs
Budget Year To Date Cost of Money
Budget Year To Date Revenue
Budget Year To Date Profit
Actual Year To Date Cost Variance
Actual Year To Date Profit Variance
Actual Year To Date Revenue Variance
Target Year To Date Cost Variance
Target Year To Date Profit Variance
Target Year To Date Revenue Variance
Total Contract Budget Costs
Total Contract Budget Cost of Money
Total Contract Budget Revenue
Total Contract Budget Profit
Actual Contract To Date Cost Variance
Actual Contract To Date Profit Variance
Actual Contract To Date Profit Variance
Target Contract To Date Cost Variance
Target Contract To Date Profit Variance
Target Contract To Date Revenue Variance
Inception To Date Billed Amt
Open Receivable Amount
Prior Yr Net Inventory
Target Subperiod Net Inventory
Target Period Net Inventory
Target Year To Date Net Inventory
Target Inception To Date Net Inventory
Actual Subperiod Net Inventory
Actual Period Net Inventory
Actual Year To Date Net Inventory
Actual Inception To Date Net Inventory
Total PO Commitments
Budget Prior Yr Costs
Budget Prior Yr Cost of Money
Budget Prior Yr Revenue
Budget Prior Yr Profit
Budget Contract To Date Costs
Budget Contract To Date Cost of Money
Budget Contract To Date Revenue
Budget Contract To Date Profit
Actual Total Cost Variance
Actual Total Profit Variance
Actual Total Revenue Variance
Target Total Cost Variance
Target Total Profit Variance
Target Total Revenue Variance
Prior Yr Cost Variance
Prior Yr Profit Variance
Prior Yr Revenue Variance
Actual CTD Profit with Award Fee
Actual Contract to Date Award Fee
Actual Period Award Fee
Actual Period Profit with Award Fee
Actual Subperiod Award Fee
Actual Subperiod Profit w/Award Fee
Actual YTD Profit with Award Fee
Actual Year to Date Award Fee
Prior Yr Profit with Award Fee
Prior Yr Award Fee
Target CTD Profit with Award Fee
Target Contract to Date Award Fee
Target Period Profit with Award Fee
Target Period Award Fee
Target Subperiod Profit w/Award Fee
Target Subperiod Award Fee
Target YTD Profit with Award Fee
Target Year to Date Award Fee
Total Funded Award Fee
Total Contract Award Fee
* A red asterisk denotes a required field.
Information for this report is obtained from the RPT_REV_SUM (Report Revenue Summary) table.
