Reconcile Project Report with Labor Detail

Use the Budgeting and Planning reports to reconcile data on the Project Report with Labor Detail.

These reports include the following:

• Project Status

• Current Forecast

• Hours Breakdown

• Burden Cost Breakdown

To reconcile the Costpoint Enterprise Reporting Project Report with Labor Detail report with Budgeting and Planning:

1. Run the Project Report with Labor Detail in Costpoint Enterprise Reporting.
2. Run the Project Status report (Project > Supplemental Reports) in Budgeting and Planning.
3. Select Revenue.
4. Compare the following:

   Costpoint Enterprise Report: ITD to <prior period> Column	Budgeting and Planning Report: (Fiscal Year To Date Column + Prior Years Column – Current Period Column)
   Total Revenue	Revenue
   Total Labor Hours	Labor Hours
   Total Labor cost	Labor Cost
   Total Cost	Total Expense
   Profit/Loss	Profit

   Costpoint Enterprise Report: Current Period Actuals Column	Budgeting and Planning Report: Current Period Column
   Total Revenue	Revenue
   Total Labor Hours	Labor Hours
   Total Labor cost	Labor Cost
   Total Cost	Total Expense
   Profit/Loss	Profit

5. Expand the Labor Hours section to view the actual hours by employee.
   Check the actual hours by employee.

   Costpoint Enterprise Report: ITD Actual Column	Budgeting and Planning Report: Contract to Date Column
   Actual Hours — You can expand these fields to view employee detail	Total Labor Hours — you can expand these fields to view employee detail

6. Run the Current Forecast report in Budgeting and Planning (Project > Budget Development).
7. Compare the following for the six months of forecasts between the two reports:
   Note: This report must be run for the next period.

   Costpoint Enterprise Report: Total Forecast Budget Column	Budgeting and Planning Report: Forecast Total Column
   Total Revenue	Revenue
   Total Labor Cost	Labor Cost
   Total Cost	Add the following columns: Labor Cost, Non-Labor Cost, and Indirect Cost.
   Profit/Loss	Profit
   EAC	Bgt/EAC Total

8. Select Latest EAC.
9. Run the Hours Breakdown report in Budgeting and Planning (Project > Budget Development).
10. Compare the following:

    Costpoint Enterprise Report: EAC Column	Budgeting and Planning Report: Total HRS BGT Column
    Total Labor Hours	Total
    Lines by employee from the 6 monthly forecast columns and EAC column	Lines by employee from the 6 Monthly Forecast columns and Total HRS BGT column

11. Run the Burden Cost Breakdown report (Project > Cost Analysis). Compare the following for ITD to <prior period> and Current Period Actuals amounts:

    Costpoint Enterprise Report: ITD to <prior period> Column	Budgeting and Planning Report: ITD Total – Current Period
    Total Labor Cost with Burden	Labor
    Other Direct Cost with Burden	Calculated by Total - Labor
    Total Costs	Total

    Costpoint Enterprise Report: Current Period Actuals Column	Budgeting and Planning Report: Current Period
    Total Labor Cost with Burden	Labor
    Other Direct Cost with Burden	Calculated by Total - Labor
    Total Costs	Total
    Costpoint Enterprise Report Current Period Actual Column	Budgeting and Planning Report Current Period

12. Run the Burden Cost Breakdown report (Project > Budget Development).
13. Select Latest EAC.
14. Compare the following for the six months of forecasts between the two reports:

    Costpoint Enterprise Report: ETC Periods	Budgeting and Planning Report: ETC Period
    Total Labor Cost with Burden	Labor
    Other Direct Cost with Burden	Calculated by Total - Labor
    Total Costs	Total

    Costpoint Enterprise Report: EAC column	Budgeting and Planning Report: Tot Burd Budget column
    Total Labor Cost with Burden	Labor
    Other Direct Cost with Burden	Calculated by Total – Labor
    Total Costs	Total

    Costpoint Enterprise Report: Total Forecast Budget column	Budgeting and Planning Report: Forecast Total column
    Total Labor Cost with Burden	Labor
    Other Direct Cost with Burden	Calculated by Total - Labor
    Total Costs	Total