Costpoint Online Help

Using the Help Search
Using the Help Search
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Contents of the Revenue Analysis Screen

Use this screen to display a summary of costs for the active level project or account.

The report displays project ID, bill rate, hours, base cost, burdened cost, revenue, profit amount, profit percentage, and ceiling amount. The report only includes budgets/EACs that are marked as final on the Project Budgets / EACs screen.

Note: This report can also provide percent complete revenue calculation details.

Contents

Field Description
Budget Type

If you selected the Budget or Variance report type, select one of the following from the drop-down list:

  • Budget: Select this option to display the latest budget information.
  • EAC: Select this option to display the latest EAC information.  
Note: EAC displays in the drop-down list only if an EAC exists for the project.
Project ID

Enter, or click, to select the project ID.

You must provide information for all enabled fields in order for the report to run as expected, else an error message displays.

Subtasks

After you select the Project ID and set other report options, click to populate the Major Group and Minor Group table.

Field descriptions for each level of detail are provided in the tables below.

Column Headings Description
Project ID This column displays the Project ID.
Major Group/Minor Group This column displays the Major or Minor group description/name.
Bill Rate This column reflects the billing rate of the PLC (the most recent PLC rate of time-phased PLCs).

If you budget by period, but the PLC rates are set up by subperiod and the rate changes during the period, Planning uses the latest PLC rate when calculating revenue for the entire period.  

Hours This column displays the hours.
Cost This column displays burdened cost for period selected by PLC and resource.
Burdened Cost This column displays the overhead expenses for the project selected in the Navigation pane.
Revenue The column displays revenue amounts to the corresponding PLC or account.
Profit This column totals the profit for the period selected.
Profit % This is calculated by taking the ITD Billed minus the ITD Cost = ITD Profit divided by billing x 100 = profit %.
Ceiling This column displays totals for each column.
Under/(Over) Ceiling The column displays total under ceiling or over ceiling data for the corresponding PLCs.