Backlog Variance Analysis Table

The Backlog Variance Analysis table displays the variance for the different components of backlog. This includes the actual amounts and variance percentages for each component of backlog, and for ending backlog. You can use this table to quickly assess the performance of your entire firm or individual organizations within it, depending on the filter options that you select.  

 

In this topic

Display the Table

Table Data

Backlog Type

User Options That Affect the Chart

Change the Analyzed Attribute

Maximize the Table

Focus the Table

Sort the Table

Send the Table Data to Excel

Other Table Actions

Display the Table

If the Backlog Variance Analysis table is not visible, click the Variance Analysis tab.

Table Data

The following data displays on this table:

Chart Item

Description

Contract/Funded Value

This column displays the contract or funded value.

Project End Date

This column displays if the cycle group is set to Revenue Level Project Name or Revenue Level Project ID.

Beginning Backlog

For a given period, this is the same as the prior period’s ending backlog.

New Contract/Funding

This column displays the new contract or funded amount.

New Contracts Variance %/New Funding Variance %

This column is calculated as follows:

New Contracts Variance % = ((New Contracts – New Contracts Budget) / New Contracts Budget)

New Funding Variance % = ((New Contracts – New Contracts Budget) / New Contracts Budget).

If there is a variance, a cautionary or urgent alert may display in this column.

  • Cautionary alert — The Variance % cell displays in yellow to indicate the alert is cautionary.

  • Urgent alert — The Variance % cell displays in red to indicate the alert is urgent.

See Alerts for more information.

Contract Expansion/Additional Funding

This column displays the contract or funding increase.

Contract Expansion Variance %/Additional Funding Variance %

This column is calculated as follows:

Contract Expansion Variance % =  ((Contract Expansion – Contract Expansion Budget) / Contract Expansion Budget)

Increased Funding Variance % = ((Increased Funding – Increased Funding Budget) / Increased Funding Budget).

If there is a variance, a cautionary or urgent alert may display in this column.

  • Cautionary alert — The Variance % cell displays in yellow to indicate the alert is cautionary.

  • Urgent alert — The Variance % cell displays in red to indicate the alert is urgent.

See Alerts for more information.

Contract/Funding Adjustments

This column displays any contract or funding adjustments.

Adjustments Variance %/Funding Variance %

This column is calculated as follows:

Adjustments Variance % = ((Contract Adjustments – Contract Adjustments Budget) / Contract Adjustments Budget)

Funding Adjustments Variance % = ((Funding Adjustments – Funding Adjustments Budget) / Funding Adjustments Budget).

If there is a variance, a cautionary or urgent alert may display in this column.

  • Cautionary alert — The Variance % cell displays in yellow to indicate the alert is cautionary.

  • Urgent alert — The Variance % cell displays in red to indicate the alert is urgent.

See Alerts for more information.  

Actual Revenue

This column displays the actual revenue amount.

If prior year revenue adjustments are included in the PSR tables, revenue amounts may include those revenue adjustments, depending on how Costpoint Analytics is configured. For more information, see Adjustment Period.

Actual Revenue Variance %

This column is represented as a percentage and is calculated as follows:

Actual Revenue Variance % = ((Revenue – Revenue Budget) / Revenue Budget)

If there is a variance, a cautionary or urgent alert may display in this column.

  • Cautionary alert — The Variance % cell displays in yellow to indicate the alert is cautionary.

  • Urgent alert — The Variance % cell displays in red to indicate the alert is urgent.

See Alerts for more information.  

Ending Backlog

This column is calculated as follows:

Ending Backlog = (Beginning Backlog + New Contracts + New Contract Expansion + Backlog Adjustments – Revenue)

Ending Backlog Variance %

This column is calculated as follows:

Ending Backlog Variance % = ((Contract Backlog – Contract Backlog Budget) / Contract Backlog Budget).

If there is a variance, a cautionary or urgent alert may display in this column.

  • Cautionary alert — The Variance % cell displays in yellow to indicate the alert is cautionary.

  • Urgent alert — The Variance % cell displays in red to indicate the alert is urgent.

See Alerts for more information.  

Unfunded Backlog/Funded Backlog

This column is calculated as follows:

Unfunded Backlog = Contract Backlog – Funded Backlog

Funded Backlog = (Beginning Backlog + New Funding + Increased Funding + Funding Adjustments – Revenue)

Unfunded Backlog Variance %

This column is calculated as follows:

Unfunded Backlog Variance % = ((Unfunded Backlog – Unfunded Backlog Budget) / Unfunded Backlog Budget)

If there is a variance, a cautionary or urgent alert may display in this column.

  • Cautionary alert — The Variance % cell displays in yellow to indicate the alert is cautionary.

  • Urgent alert — The Variance % cell displays in red to indicate the alert is urgent.

See Alerts for more information.  

Backlog Type

There are two types of backlog: Contract and Funded.

Backlog defaults to Contract when used initially, but you can switch the type of backlog at any time.

To switch the type of backlog...

  1. Locate the backlog type options.

  2. Click Contract or Funded. The selected option's button turns green, and the pertinent information on the charts and tables updates to reflect your selection.

User Options That Affect the Table

The following options on the User Options tab affect this chart:

For descriptions of how each option affects Backlog Analytics, see User Options That Affect Backlog.

Change the Analyzed Attribute

By default, the Variance Analysis table displays the backlog and contract information by top-level organization, but you have the option to display the distribution by any of the following:

To change the view, do either of the following:

If you apply filters before you change the view, the table only displays items that satisfy those filters. For example, if you select two project managers in the Project Manager list under Additional Filters and then use to display by Project Type, the table only displays the variance for the two project manager by project type.

See Filter the Analytics for more information.

Maximize the Table

Click to display the table at its maximum size so you can read it and interact with it more easily. Click to restore the table to its original size and location on the tab.

Focus the Table

You can narrow the focus of this table by selecting a row in the table. Costpoint Analytics removes all data from the table except for that row.

If you focus the table by selecting a row, Costpoint Analytics applies the same change, as appropriate, to all other analytic objects.

Sort the Table

To sort the table based on the values in one of the columns, double-click the column heading for that column.

To change the sort order from ascending to descending or from descending to ascending, double-click the column heading of the current sort column.

Send the Table Data to Excel

Click to send the data underlying the table to Microsoft Excel. More...

Other Table Actions

In addition to the actions described above, you can also do the following:

For more on these actions, see Print, Email, or Export Analytic Data and Attach Notes to Analytics.