Use this screen to print the Revenue Worksheet, which provides detail on revenue calculations for a range of projects. Because you can use the system 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 is helpful because it 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 for which 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 Selection Ranges group box. The Revenue Information screen (Projects\Maintain\Revenue) provides many different formulas for calculating revenue.
This screen consists of three blocks and a subtask, which contain the following:
Use the Identification block to enter a parameter ID and description.
Use the Selection Ranges block to enter limitations on the projects and organizations that will display on the report. You can also enter the accounting period for which you want to print the worksheet.
Use the Options block to select the report period, roll-up levels, rate type, and various printing options.
Use the Project Non-Contiguous Ranges subtask to enter project non-contiguous ranges.
You should complete the revenue process by running the Revenue Summary Report screen, and you must run the Update Other Project Report Tables screen to obtain the revenue worksheet for any projects for which you want to print a 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. |
Projects *
Use this drop-down box to select the range of projects that you want to include on the report. The following options are available:
All - Select this option to include all available projects. The Start and End fields are disabled for this option.
One - Select this option to include only one project. 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 projects. 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 projects from the beginning of the available projects to a specific project 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 projects from a specific project to the end of all the available projects. 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 project number for the range that you want to include on the report.
If you select "One," "Range," or "To End," in the Projects Option field, you must enter a project number in this field.
If you select "All" or "From Beginning" in the Projects Option field, this field will be inactive.
Enter, or use Lookup to select, an ending project number for the range that you want to include on the report.
If you select "All," "Range," or "From Beginning" in the Projects Option field, you must enter a project number in this field.
If you select "One" or "To End" in the Projects Option field, this field will be inactive.
Select this checkbox to create a customized, non-contiguous range of projects in the Project Non-Contiguous Ranges subtask.
Use the drop-down box to select an additional limitation and a secondary sort for the Revenue Worksheet. This report's primary sort will always be by project.
You can limit the worksheets by "Owning Organization," "Performing Organization," "Project Type," "Project Manager," "Project Classification," and "Project."
Use this drop-down box to select the range of owning organizations, performing organizations, project types, project managers, project classifications, or projects that you want to include on the report. The value entered in the Start and End fields depends on the selection made in the Select drop-down box. 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 an owning organization, performing organization, project type, project manager, project classification, or project for the range that you want to include on the report.
If you select "One," "Range," or "To End," in the Option (Select By) field, you must enter an owning organization, performing organization, project type, project manager, project classification, or project in this field.
If you select "All" or "From Beginning" in the Option (Select By) field, this field will be inactive.
Enter, or use Lookup to select, an ending owning organization, performing organization, project type, project manager, project classification, or project for the range that you want to include on the report.
If you select "All," "Range," or "From Beginning" in the Option (Select By) field, you must enter a owning organization, performing organization, project type, project manager, project classification, or Project in this field.
If you select "One" or "To End" in the Option (Select By) field, this field will be inactive.
Accounting Period
This non-editable field displays the "One" option because you can print the worksheet for only one accounting period at a time.
Enter, or use Lookup to select, a valid fiscal year for the report.
Period *
Enter, or use Lookup to select, a valid period for the report.
Subpd *
Enter, or use Lookup to select, a valid subperiod for the report.
This non-editable field displays the ending date of the subperiod entered in the Subpd field.
Use the fields in this block to select roll-up levels for project, organization, and account. You can also select the report period, rate type, and various printing options.
Use the fields in this group box to identify the levels at which you would like to print the worksheet.
Project Level _____ and below *
Enter the highest project level that you want to appear on the worksheet.
Account Level _____ and below *
Enter the highest account level that you want to appear on the worksheet.
Organization Level _____ and below *
Enter the highest organization level that you want to appear on the worksheet.
Use the options in this group box to select various printing options.
Select this checkbox to show the amounts rounded to the nearest thousand.
Select this checkbox to show the hours information by employee when the revenue formula includes a loaded labor rate.
If you do not select this checkbox, the report will summarize the hours information by labor category.
Select this checkbox to print reports for projects that are marked as inactive in the Basic Info screen in the Project User Flow (Projects\Maintain\Project).
Select this checkbox to show lines on the report that have no activity. The revenue is shown on the report by labor category, account, and pool.
Use the options in this group box to select the period through which you would like to include data on the report.
Select this radio button to print a report for the subperiod revenue.
Select this radio button to print a report for the period revenue.
Select this radio button to print a report for the fiscal year revenue.
Select this radio button to print a report for the inception-to-date revenue.
Use the radio buttons in this group box to select a rate type for the report.
Select this radio button to print the report using actual indirect rates.
Select this radio button to print the report using target indirect rates.
* A red asterisk denotes a required field.
Select this link to open the Project Non-Contiguous Ranges subtask.
This screen uses the RPT_REVENUE_WKS (Report Revenue Worksheet) table to obtain data for the report.
