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Reconcile Revenue Forecast

These are the Budgeting and Planning reports you can use to reconcile data on the Revenue Forecast report.

These reports include the following:

  • Project Status

  • Current Forecast

  • Audit/Modify Non-Backlog Project Budget

To reconcile the Costpoint Enterprise Reporting Revenue Forecast report with Budgeting and Planning:

  1. Run the Revenue Forecast report in Costpoint Enterprise Reporting.
    Note: Projects that do not have monthly forecasts within the next 6 months are excluded from the report. Use the Current Forecast report to confirm if there are monthly forecasts for each of the detail projects. See Step 4 for details.
  2. Run the Project Status report in Budgeting and Planning (Project > Supplemental Reports) to validate Contract Value for existing projects.
  3. Compare the following:

    Costpoint Enterprise Report

    Budgeting and Planning Report Contract Value Total Column

    Contract Value for the line item with the same Project ID

    Total Expense

  4. Run the Current Forecast in Budgeting and Planning (Project > Budget Development) to validate the monthly forecasts for each of the detail projects.
    Note: This report must be run for the next period.
  5. Compare the following:

    Costpoint Enterprise Report

    Budgeting and Planning Report

    Backlog projects

    Total Revenue for each monthly forecast

  6. Run the Audit/Modify Non-Backlog Project Budget report in Budgeting and Planning (Project > New Business and Proposals) to validate the contract value and monthly forecasts of non-backlog/new business projects.
  7. Click View next to the desired project and latest budget version number, and select REVBD from the drop-down list.
  8. Export the report to Microsoft Excel to generate the totals.
  9. Compare the following:

    Costpoint Enterprise Report

    Budgeting and Planning Report

    Total Contract

    Totals

    Monthly forecast

    Monthly columns

    Note: If there are no forecasts in the specified period for a particular line item, the line is excluded from the Costpoint Enterprise Reporting report.