Project Overview Tab

It links to other Costpoint applications and shows specific project setup issues that may affect reporting accuracy.

% Revenue to Funding

This pie chart provides a quick visual summary of the distribution of top-level projects based on the percentage of revenue earned compared to the funded value. Use this information to monitor project progress and notify customers when the project is approaching a 75% milestone.

The pie chart is categorized into the following ranges:

0-59%
60-75%
76%+

The number of top-level projects in each range is displayed next to the corresponding segment.

Top Level Projects Missing Information

This bar chart and table identifies top-level projects with missing or incomplete setup data, which may affect reporting accuracy across Costpoint.

Use the icons in the upper-right corner to switch between the bar chart and table views. The table view lists the specific projects with missing information.

The horizontal bar chart displays how many top-level projects are missing information in each category. Clicking a bar filters the table to display only projects missing that specific data.

From the filtered table, click Missing Type to open the relevant application and update the data. You must have rights/access to the application to be able to open it. The linked application varies by missing data type:

Customer > Manage Project User Flow
Labor History Rate > Link Project Labor Category Rates to Projects
Modifications > Manage Modifications
Project Manager > Manage Project User Flow
Revenue Setup > Manage Revenue Information

Project Table

This table provides a detailed list of all top-level projects assigned to you and expands to revenue-level projects. It serves as the main data view for tracking project performance at a glance.

Use the following controls above the table to customize your view:

Field	Description
Collapse All	Click this button to collapse grid information.
Expand All	Click this button to expand grid information.
Clear All Filters	Click this button to clear all the filters you selected.
As of [date]	The data displayed in this table is based on the End Date set on the Manage Current Reporting Period screen, which is maintained by your administrator. The active reporting date is displayed at the top of the table header (for example, As of 05/31/2020).

The table includes the following columns:

Field	Description
Project ID	This column displays the project ID. You can click the arrow icon to drill down to the revenue-level project. This is a clickable link that opens the Manage Project User Flow application, where you can view and update detailed project information.
Project Name	This column displays the project name.
Project Manager	This column displays the project manager assigned to the project.
ITD Funded	This column displays the inception-to-date (ITD) funded value, including award fee.
Total Revenue	This column displays the total revenue, which includes ITD revenue calculated at target rates, plus pending revenue. Pending revenue is the estimated revenue on transactions like labor expenses that have been entered but not yet posted.
% Revenue to Funding	This column displays the percentage of revenue compared to the funded value. Projects that are 60-75% are highlighted in yellow.

Note: You can sort data in ascending or descending order by clicking

in the column headers. To filter data, click

next to any column name and select your criteria.

Project Revenue Details

The Project Revenue Details side panel is displayed when you click any row in the project list table. It displays the selected project's revenue performance and key setup information.

Field	Description
Project ID - Project Name	This is a clickable link that opens the Project Status Report for the selected project on a new tab. When you hover over this field, a tooltip labeled "Launch Project Status Report" is displayed.
% Revenue to Funding	This displays the % Revenue to Funding value. Projects that are 60-75% are highlighted in yellow.

Revenue Information

Field	Description
Contract Value	This displays the ITD, Pending, and Total contract values. Pending refers to future modifications or changes that take effect after the current BI reporting period.
Funded Value	This displays the ITD, Pending, and Total funded values. Pending refers to future modifications or changes that take effect after the current BI reporting period.
Revenue	This displays the ITD, Pending, and Total revenue values.

Project Information

Field	Description
Project Manager	This displays the project manager assigned to the project. Click the name to send an email to the project manager using your default email application.
Period of Performance	This displays the period of performance dates.
Customer Name	This displays the customer name.
Owning Organization	This displays the owning organization.
Contractor Representative	Click the name to send an email to the contractor representative using your default email application.
Administrative Contracting Officer	Click the name to send an email to the administrative contracting officer using your default email application.
Project Type	This displays the project type.
Revenue Formula	This displays the revenue formula.

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