Backlog Summary

The Backlog summary analytics include the following:

A bullet graph that provides a visual comparison of backlog, as of the end of the current fiscal period, to the current backlog budget.
A table that compares the backlog amount, as of the end of the current period, to the budget and displays the variance. For additional analysis, the table also provides prior year backlog and budget amounts as of the same period, and the projected year- or quarter-end backlog and budget amounts.

You can choose to view either contract backlog or funded backlog.

If your review of the summary backlog data suggests the need for more detailed analysis, click Backlog to go to Costpoint Analytics - Projects.

If you have not been given access to backlog information in Costpoint Analytics, the Summary Dashboard tab does not display the Backlog summary area.

In this topic

User Options That Affect the Backlog Summary

Bullet Graph

The Backlog analytic area includes a bullet graph to give you a visual comparison of backlog to budget as of the end of the current fiscal period. The center column of the table below the bullet graph in the Backlog summary area displays the backlog and budget amounts on which the graph is based.

Graph Item	Description
Horizontal bar (black)	The black horizontal bar represents the backlog as of the end of the current fiscal period. If you position the mouse pointer at any point on this bar, Costpoint Analytics displays the backlog budget amount, the backlog amount and percentage of budget at which the cautionary alert is triggered, and the backlog amount and percentage of budget at which the urgent alert is triggered.
Vertical bar (black)	The black vertical bar represents the backlog budget or forecast as of the end of the current fiscal period.
Percent Attained	The percentage to the right of the graph is the percentage of budget attained for the analysis period: (Contract or funded backlog / Budget or forecast) × 100.
Percentage scale	The scale along the bottom of the graph indicates percentage of budget.
Alert areas	The graph background is divided into alert areas based on tolerance percentages that your system administrator established for backlog: Acceptable — If the backlog bar extends into the area on the right (as in the illustration above), that area is green, indicating acceptable performance. Cautionary alert — If the backlog bar ends within the middle area, that area is yellow, indicating that performance is below the expected level but is not yet a critical problem. Urgent alert — If the backlog bar ends within the left area, that area is red, indicating that performance is far enough below budget that it requires urgent attention.

The width of the cautionary alert area depends on the tolerances your system administrator specifies. If the difference between the percentage at which the cautionary area begins and that at which the urgent area begins is small, the cautionary alert area will be very narrow.

Table Data

Data Item	Description
Contract/Funded Backlog: Prior Year	Inception-to-date contract or funded backlog as of the current period in the prior year.
Baseline Budget/Forecast: Prior Year	Inception-to-date budgeted contract or funded backlog as of the current period in the prior year.
Contract/Funded Backlog: Period	Inception-to-date contract or funded backlog as of the current period in the current year.
Baseline Budget/Forecast: Period	Inception-to-date budgeted contract or funded backlog as of the current period in the prior year.
Variance: Period	Inception-to-date contract or funded backlog variance from budget. If the percent attained falls within the cautionary alert range or urgent alert range, Costpoint Analytics displays the variance within a colored border to draw your attention to it. A yellow border indicates a cautionary alert, and a red border indicates an urgent alert.
Contract/Funded Backlog: Projected Year End/Projected Qtr End	Projected year-end or quarter-end contract or funded backlog, based on actual performance through the current period and the budget for the remainder of the year.
Baseline Budget/Forecast: Projected Year End/Projected Qtr End	Year-end or quarter-end contract or funded backlog budget.

Backlog Calculation

Costpoint Analytics first calculates backlog, on an inception-to-date basis, for revenue-level projects and then rolls up those backlog amounts and corresponding budget amounts to determine the summary backlog data displayed on the Summary Dashboard tab.

You have the option to display summary data for either contract backlog or funded backlog:

Contract backlog = New contract value + Contract expansions + Adjustments – Revenue

Funded backlog = Funded value + Additional funding + Adjustment – Revenue

A Costpoint Analytics configuration option controls whether revenue is actual or target revenue.

Budget and forecast amounts are calculated in the same way using backlog budget data loaded from the Backlog Budget file and revenue budget data loaded from the Revenue Budget file.

The summary backlog amounts do not include proposals. On the Backlog tab in Costpoint Analytics Projects, however, you do have the option to include proposals in the calculation of backlog.

For more on how Costpoint Analytics calculates backlog, see Backlog Analytics: Data Sources.

Analysis Period

The prior year backlog and current backlog amounts are always as of the current fiscal period. They are not affected by the analysis period you select on the Summary Dashboard tab.

However, the analysis period does affect the projected backlog amounts displayed in the third column of the table. If you select Year, it displays projected year-end amounts, and if you select Quarter, it displays projected quarter-end amounts.

User Options That Affect the Backlog Summary

Your selections on the User Options tab affect the backlog summary in the following ways:

User Option

Effect on the Analytics

Budget Type

Use the options under Budget Type to specify the budget data to which you want to compare actual performance:

Baseline Budget — Select this option to compare actual performance to the baseline budget.
Forecast — Select this option to compare actual performance to the current forecast (budget revision).

Org or Reorg

Use the options under Org or Reorg to indicate if you want to view data based on the organization structure or based on a reorganization:

Org — Select this option to view summarized data for all of the organizations to which you have access.
Reorg — Select this option to view summarized data for a specific reorganization. After you select Reorg, click Reorg Selection to display a list of the available reorganizations, and select the one you want.