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.

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.
Details	Select this checkbox to display combined revenue breakdown details.
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.

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.

Details

Select this checkbox to display combined revenue breakdown details.

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.

Details Subtask

After you select the Project ID and set other report options, click Execute to populate the Details subtask.

Column Headings	Description
Description	An expandable row that reflects your amounts, hours, and units information.
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/Quantity	This column displays the total units cost for the projects.
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.

Parent Topic:

Revenue Analysis