Columns for Project Summary Report

You can select the columns to display on your report.

Contents

Field	Description
% Expense Comp. Rpt	This column displays the percent complete for expenses. The percentage is based on cost or billing amounts, depending on your selection in Report At. This percentage is calculated based on your selection of budget source on the Budget & Expense tab and, if you select one of the planning budget sources, the percent complete formula specified for each of the project plans.
% Labor Comp. Rpt	This column displays the percent complete for labor. The percentage is based on cost or billing amounts, depending on your selection in Report At. This percentage is calculated based on your selection of budget source on the Budget & Expense tab and, if you select one of the planning budget sources, the percent complete formula specified for each of the project plans.
Backlog	This column displays the unearned monetary amount for work that is under contract, calculated as follows: Total Compensation - Job-to-date Revenue Amount Backlog is used as an indicator of a firm's business volume, which is usually expressed as the number of months of backlog.
Balance Amount	This column displays the monetary amount remaining to be spent to complete the work, calculated as follows: Budgeted Amount - Job-to-date spent amount.
Balance Hours	This column displays the labor hours remaining to complete the work, calculated as follows: Budgeted Hours - Job-to-date hours
Balance Hours at Budget Rate	This column displays the labor hours remaining to complete the work if they are expended at the budgeted rate. The balance hours are calculated as follows: Balance Amount / Budgeted Rate
Balance Hours at Eff. Rate	This column displays the labor hours remaining to complete the work if they are expended at the current effective rate. The balance hours are calculated as follows: Balance Amount / Effective Rate
Billing Currency Code	This column displays the three-character code for the billing currency.
Budgeted Amount	This column displays the budgeted monetary amount. Your selection in Budget Source on the Options tab of the Project Earnings report determines whether budget hours and amounts come from the project budget worksheet, the associated plan's budget, or the associated plan's baseline.
Budgeted Hours	This column displays the total hours budgeted. Your selection in Budget Source on the Options tab of the Project Earnings report determines whether budget hours and amounts come from the project budget worksheet, the associated plan's budget, or the associated plan's baseline.
Budgeted Rate	This column displays the rate applied to budgeted labor hours (Budget Hours) to calculate the budgeted amount for labor.
Charge Type	This column displays one of the following charge types for the project: R: Regular projects are revenue-producing. Costs charged to regular projects include direct labor, direct expense, and reimbursable expense. Vantagepoint retains the detail for a regular project for the life of the project. H: Overhead projects are not revenue-producing. Costs charged to overhead projects include indirect labor and indirect expense. Vantagepoint distributes the total cost of these projects to regular projects during overhead allocation. Typical overhead projects can include General Overhead, Vacation, Sick Leave, Holiday, and Civic Duty. Vantagepoint resets job-to-date costs to zero for overhead projects when you initialize for a new fiscal year. P: Promotional projects track the cost to acquire a job. If you obtain the contract, you can create a new regular project and transfer the detail to it to be billed or tracked. A promotional project is similar to an overhead project. However, Vantagepoint does not zero out job-to-date costs at the start of each fiscal year for promotional projects.
Committed Purchase Order Expense	This column displays the expense amount committed to approved purchase orders. To display data in this column, you must also select Include Committed Purchase Order Expenses on the Options tab.
Compensation	This column displays the total monetary amount you expect to receive for direct labor and direct expenses related to the project.
Contract Backlog	This column displays the total of Contract Total Compensation - JTD Revenue.
Contract Compensation	This column displays the monetary amount you expect to receive for direct labor and direct expenses related to the contract.
Contract Direct Consultant	This column displays the monetary amount you expect to receive for direct consultant fees related to the contract.
Contract Direct Expense	This column displays the monetary amount you expect to receive for direct expenses related to the contract.
Contract Direct Labor	This column displays the monetary amount you expect to receive for direct labor related to the contract.
Contract Reimbursable Allowance	This column displays the expected amount of reimbursable expenses and reimbursable consultant fees related to the contract.
Contract Reimbursable Consultant	This column displays the expected amount of reimbursable consultant fees related to the contract. This amount includes any markups on consultant professional services.
Contract Reimbursable Expense	This column displays the expected amount of reimbursable expenses related to the contract.
Contract Total Compensation	This column displays the sum of Contract Compensation, Contract Direct Consultant, and Contract Reimbursable Allowance amounts.
Current Adjusted Unbilled	This columns displays the Adjusted Unbilled amount that includes the Unbilled Gain/Loss entries: The calculation for this column is Revenue - Billed + Unbilled Gain/Loss = Adjusted Unbilled. When this column is displayed in functional currency, it will match the Unbilled Services account in the general ledger, and will also match the Unbilled Services line in the File Reconciliation Report.
Current Amount	This column displays the amount of account activity during the current accounting period.
Current AR Amount	This column displays the amount billed but not yet received for the current accounting period. This amount includes taxes.
Current Billed	This column displays the total amount billed for the current accounting period.
Current Effective Multiplier	This column displays the effective multiplier for the current accounting period.
Current Gross Margin	This column displays the gross margin for the current accounting period. The gross margin is calculated as follows: Revenue - (Labor + Direct expenses + Reimbursable expenses) Firms that do not allocate overhead show project results on a gross margin basis.
Current Hours	This column displays the total labor hours for the current period. This total includes regular hours, standard overtime hours, and secondary overtime hours.
Current Net Revenue	This column displays the net revenue for the current accounting period. The net revenue is calculated as follows: Revenue - (Direct expenses + Reimbursable expenses)
Current Profit	When you generate the report at cost rates, this column displays the profit for the current accounting period.
Current Profit Percent	When you generate the report at cost rates, this column displays the profit percentage for the current accounting period.
Current Received	This column displays the amount received for the current accounting period, including taxes.
Current Revenue	This column displays the revenue for the current accounting period.
Current Unbilled	This column displays the amount of revenue for the current period that has not yet been billed.
Current Unbilled Gain/Loss	This column displays the gain/loss entries to unbilled services due to rate fluctuations.
EAC Amount	This column displays the estimate at completion (EAC) amount for the labor code or expense account for the project, phase, or task. This is the estimate of the total monetary amount that will have been charged to the labor code or expense account at the completion of the project.
EAC Hours	This column displays the estimate at completion (EAC) hours for the labor code for the project, phase, or task. This is the estimate of the total number of hours that will have been charged to the labor code at the completion of the project.
Effective Rate	This column displays the current effective hourly rate, calculated as follows: Job-to-date labor amount at cost rates or at billing rates / Job-to-date labor hours
ETC Amount	This column displays the estimate to complete (ETC) amount. This is the estimate of the total additional monetary amount, beyond that already charged, that will be charged to the labor code or expense account during the completion of the project.
ETC Hours	This column displays the estimate-to-complete (ETC) hours. This is the estimate of the remaining labor hours needed to complete the work, as of the current date.
Fee Direct Consultant	This column displays the monetary amount you expect to receive for direct consultant fees. This amount includes any markups on consultant professional services.
Fee Direct Expense	This column displays the monetary amount you expect to receive for direct expenses related to the project.
Fee Direct Labor	This column displays the monetary amount you expect to receive for direct labor related to the project.
Fee Reimbursable Consultant	This column displays the expected amount of reimbursable consultant fees related to the project. This amount includes any markups on consultant professional services.
Fee Reimbursable Expense	This column displays the expected amount of reimbursable expenses related to the project.
Functional Currency Code	This column displays the three-character code for the functional currency.
JTD Adjusted Unbilled	This column displays the Adjusted Unbilled amount that includes the Unbilled Gain/Loss entries. The calculation for this column is Revenue - Billed + Unbilled Gain/Loss = Adjusted Unbilled. When this column is displayed in functional currency, they will match the Unbilled Services account in the general ledger, and will also match the Unbilled Services line in the File Reconciliation Report.
JTD Amount	This column displays the job-to-date labor, overhead, or expense amount spent.
JTD AR Amount	This column displays the amount billed but not yet received for the job to date. This amount includes taxes.
JTD Billed	This column displays the amount billed for the job to date.
JTD Effective Multiplier	This column displays the effective multiplier for the job to date.
JTD Hours	This column displays the actual job-to-date hours worked.
JTD Net Gross Margin	This column displays the gross margin for the job to date. The gross margin is calculated as follows: Revenue - (Labor + Direct expenses + Reimbursable expenses) Firms that do not allocate overhead show project results on a gross margin basis.
JTD Net Revenue	This column displays the net revenue for the job to date. The net revenue is calculated as follows: Revenue - (Direct expenses + Reimbursable expenses)
JTD Profit	This column displays the job-to-date profit, calculated as follows: Revenue - Amount spent
JTD Profit Percent	When you generate the report at cost rates, this column displays the profit percentage for the job to date.
JTD Received	This column displays the amount received for the job to date, excluding taxes.
JTD Revenue	This column displays the job-to-date revenue.
JTD Unbilled	This column displays the amount of revenue for the job to date that has not yet been billed.
JTD Unbilled Gain/Loss	This column displays the gain/loss entries to unbilled services due to rate fluctuations.
Percent Budget Expended	This column displays the percentage of the budget expended as of the current date, calculated as follows: Job-to-date Spent Amount / Budgeted Amount
Percent Budget Expended Hours	This column displays the percentage of the budget expended to date based on hours. Vantagepoint calculates the percentage as follows: JTD Hours / Budgeted Hours
Percent Complete Hours	This column displays the overall percent complete for labor. The percentage is based on cost or billing hours, depending on your selection in Report At. This percentage is calculated based on your selection of budget source on the Budget & Expense tab and, if you select one of the planning budget sources, the percent complete formula specified for each of the project plans. Overhead is not included in these calculations.
Percent Complete Reported	This column displays the overall percent complete. The percentage is based on cost or billing amounts, depending on your selection in Report At. Vantagepoint calculates this percentage based on your selection of budget source on the Budget tab of the Options dialog box and, if you select one of the planning budget sources, the percent complete formula specified for each of the project plans.
Percent ETC Expended	This column displays the estimate to complete amount expressed as a percentage of the budgeted amount, calculated as follows: ETC Amount / Budgeted Amount
Phase	This column displays the phase number.
Project	This column displays the project number.
Project Currency Code	This column displays the three-character code for the project currency.
Reimbursable Allowance	This column displays the expected total amount of reimbursable expenses: Reimbursable Allowance Expense Fee + Reimbursable Allowance Consultant Fee. The amount is in the project's cost currency. This amount is calculated from the fee entries on the Project Review form of the Projects hub.
Rev. Multiplier/Amount	This column displays the multiplier, percentage, or amount for the revenue method. The report only displays a value in this column for the lowest work breakdown structure levels.
Rev. Multiplier/Amount (Sum)	This column displays the multiplier, percentage, or amount for the revenue method. The difference between this column and the Rev. Multiplier/Amount column is that Vantagepoint treats this column as an amount column and displays group totals for it. This can be useful if you use calculated fields and want the revenue multiplier to be treated as an amount rather than as a multiplier.
Revenue Type	This column displays the revenue type. The revenue type is a code to identify how Vantagepoint calculates revenue for the task, phase, or project. There are six standard revenue types: B: Job-to-date billing M: (Job-to-date direct labor * Multiplier) + Job-to-date reimbursable expenses @ cost rates N: No revenue generation P: Percent complete + Job-to-date reimbursable expenses @ cost rates R: Job-to-date receipts W: Job-to-date billing + Work-in-progress @ billing rates
Row Count	This column displays the row number of a line item.
Task	This column displays the task number.
Total Compensation	This column displays the total compensation for the task, phase, or project, calculated as follows: Compensation + Fee Direct Consultant + Reimbursable Allowance
YTD Adjusted Unbilled	This column displays the Adjusted Unbilled amount that includes the Unbilled Gain/Loss entries. The calculation for this column is Revenue - Billed + Unbilled Gain/Loss = Adjusted Unbilled. When this column is displayed in functional currency, it will match the Unbilled Services account in the general ledger, and will also match the Unbilled Services line in the File Reconciliation Report.
YTD Amount	This column displays the year-to-date labor amount spent.
YTD AR Amount	This column displays the amount billed but not yet received for the year to date. This amount includes taxes.
YTD Billed	This column displays the total amount billed for the year to date.
YTD Effective Multiplier	This column displays the effective multiplier for the year to date.
YTD Hours	This column displays the total labor hours for the current year to date. This total includes regular hours, standard overtime hours, and secondary overtime hours.
YTD Net Gross Margin	This column displays the gross margin for the year to date. The gross margin is calculated as follows: Revenue - (Labor + Direct expenses + Reimbursable expenses) Firms that do not allocate overhead show project results on a gross margin basis.
YTD Net Revenue	This column displays the net revenue for the year to date. The net revenue is calculated as follows: Revenue - (Direct expenses + Reimbursable expenses)
YTD Profit	When you generate the report at cost rates, this column displays the profit for the year to date.
YTD Profit Percent	When you generate the report at cost rates, this column displays the profit percentage for the year to date.
YTD Received	This column displays the amount received for the year to date, excluding taxes.
YTD Revenue	This column displays the revenue for the year to date.
YTD Unbilled	This column displays the amount of revenue for the year to date that has not yet been billed.
YTD Unbilled Gain/Loss	This column displays the gain/loss entries to unbilled services due to rate fluctuations.