Contents of the Manage Alternate Revenue Profile Prior Year History Screen

Use the fields and options to configure the Manage Alternate Revenue Profile Prior Year History screen.

Identification

Field	Description
Fiscal Year	Enter, or click , to select a fiscal year.
Rate Type	This field displays the rate type from the Manage Fiscal Years screen. All projects use the same rate method (actual or target) depending on how the books were closed for that fiscal year. A represents actual rates and T represents targeted rates.
Include Project level __ and below	Enter the project level you want to include in loading of records from the production table. For each project at that level, this screen displays data that includes that project and any related lower-level projects.
Project	Enter, or click , to select a project against which history data is entered. You can enter only projects that are in the ALT_PROJ table. The field to the right displays the description of the project.
Active	If selected, this check box indicates that the project you selected is active.
Allow Charging	If selected, this check box indicates that charging is allowed on the project.
Organization	Enter, or click , to select an organization against which history data is entered.
Load All Records from Production Table	Click this button to load all records from the production table. You must select or enter a value in Fiscal Year or Project before you click this button; otherwise, an error occurs.
Total Direct Allowed Amount	This field displays the production value of the sum of the allowed amounts for all labor and non-labor expense accounts entered for this project/organization. This is the total direct amount that can be included in revenue.
Alt Profile Total Direct Allowed Amount	This field displays the alternate profile total direct allowed amount override for this project/organization. Costpoint updates this field when you enter or make changes to the alternate profile direct amounts in the Details table window and save the record.
Total Indirect Allowed Amount	This field displays the production value of the sum of the allowed burden amounts and the allowed cost of money (COM) amounts for all labor and non-labor expense accounts entered for this project/organization. This is the total indirect amount that can be included in revenue.
Alt Profile Total Indirect Allowed Amount	This field displays the alternate profile total indirect allowed amount override for this project/organization. Costpoint updates this field when you enter or make changes to the Alt Profile Allowed Amount and/or Alt Profile COM Allowed Amount values on the Prior Year Pool Amounts subtask and save the record.
Total Fees	This field displays the production value of the sum of all fee amounts (Direct Fee, Burden Fee, Other Fee, and Fee on Hours) for all accounts entered for this project/organization.
Alt Profile Total Fees	This field displays the alternate profile total fees override for this project/organization. Costpoint updates this field when you enter or make changes to the alternate profile fee amounts in the Details table window and save the record.
Total Adjustments to Revenue	This field displays the production value of the sum of the Reallocated Revenue Amount, Revenue Adjustment Amount, Over Ceiling Fee, and Revenue Over Ceiling amounts minus the Discount Amount.
Alt Profile Total Adjustments to Revenue	This field displays the alternate profile total adjustments to revenue override for this project/organization. Costpoint updates this field when you enter or make changes to the Alternate Profile Reallocated Revenue Amount, Alternate Profile Revenue Adjustment Amount, Alternate Profile Over Ceiling Fee, and Alternate Profile Revenue Over Ceiling fields in the Details table window and save the record. The Discount Amount from the production table is also used in the calculation.
Total Revenue	This field displays the production value of the total revenue (sum of the Total Revenue column in the Details table window) for all accounts entered for this project/organization.
Alt Profile Total Revenue	This field displays the alternate profile total revenue (sum of the Alt Profile Total Revenue column in the Details table window) for all accounts entered for this project/organization. Costpoint updates this field when you enter or make changes to the Alt Profile Total Revenue column.
Award Fee Revenue	This field displays the production value of the total award fee revenue. Costpoint calculates this as follows: Award Fee - Over Ceiling Award Fee + Award Fee Adjustment + Retro Award Fee.
Alt Profile Award Fee Revenue	This field displays the alternate profile award fee revenue. Costpoint calculates this as follows: Alternate Profile > Award Fee - Alternate Profile Over Ceiling Award Fee + Alternate Profile Award Fee Adjustment + Alternate Profile Retro Award Fee. Costpoint updates this field when you enter or make changes to the specified variables.

Details

Use this table window to specify prior year data to be used in the alternate profile.

Field	Description
Account	This column displays the production value of the accounts entered for this project/organization. For new records, enter, or click to select, an account to be used in the alternate database. The account must have an account code of 1 for revenue, 14 for award fee, or 15 for prior year revenue.
Fiscal Year	This column displays the production value of the fiscal year. This is the same fiscal year displayed in the Fiscal Year field in the Identification group box. For new records, enter, or click to select, a fiscal year for which you want to enter prior year cost and revenue information to be used in the alternate profile.
Project	This column displays the production value of the project. This is the same project displayed in the Project field in the Identification group box. For new records, enter, or click to select, a project against which prior year history is entered in the alternate profile. You can enter only projects that are in the ALT_PROJ table.
Organization	This column displays the production value of the organization. This is the same organization displayed in the Organization field in the Identification group box. For new records, enter, or click to select, an organization against which prior year history is entered in the alternate profile.
Delete this Prior Year Cost and Revenue record for Alternate Revenue Profile	Select this check box to delete this prior year cost and revenue record in the alternate revenue profile.
Record Status	This column displays the status of the prior year cost and revenue record. For records that have not yet been modified, this is blank. For new records or those that have already been updated, this displays one the following statuses: Override: This indicates that this record contains override values. Delete: This indicates that this record has been marked for deletion. New: This indicates that this is a new record. Subtask Only: This indicates that this record is saved without changes or it contains data only on this screen's subtask.
Account Name	This column displays the description of each account number in the Account column.
Project Name	This column displays the description of each project number in the Project column.
Organization Name	This column displays the description of each organization number in the Organization column.
Direct Amount Incurred	This column displays the production value of the direct amount incurred for each account.
Alternate Profile Direct Amount Incurred	For new records, enter the alternate profile direct amount incurred for the desired account. This field is enabled only for new records.
Direct Amount Allowed	This column displays the production value of the direct amount allowed for each account. This represents the amount of direct cost that can be included in revenue.
Alternate Profile Direct Amount Allowed	Enter the alternate profile direct amount allowed for the desired account. This defaults from the Alternate Profile Direct Amount Incurred value, if entered, but it can be overridden.
Discount Amount	This column displays the production value of the discount amount for each account.
Direct Fee	This column displays the production value of the amount of fee generated by the amounts in the Direct Amount Allowed column.
Alternate Profile Direct Fee	Enter the alternate profile direct fee for the desired account.
Direct Hours	This column displays the production value of the direct hours incurred for each account.
Alternate Profile Direct Hours	For new records, enter the alternate profile direct hours incurred for the desired account. This field is enabled only for new records.
Direct Hours Allowed	This column displays the production value of the direct hours allowed for each account. This represents the number of hours that can be included in the revenue computation.
Alternate Profile Direct Hours Allowed	Enter the alternate profile direct hours allowed for the desired account.
Fee on Hours	This column displays the production value of the fee on hours for projects with a revenue formula of Fee on Hours Plus Cost Incurred.
Alternate Profile Fee on Hours	Enter the alternate profile fee on hours for the desired account, if applicable.
Burden Amount Incurred	This column displays the production value of the sum of the pool amounts incurred for each account. The amount defaults from the sum of the Incurred Amount column on the Prior Year Pool Amounts subtask.
Burden Amount Allowed	This column displays the production value of the sum of the pool amounts allowed for each account. The amount defaults from the sum of the Allowed Amount column on the Prior Year Pool Amounts subtask.
COM Burden Amount Incurred	This column displays the production value of the sum of the COM amounts incurred for each account. The amount defaults from the sum of the COM > Incurred Amount column on the Prior Year Pool Amounts subtask.
COM Burden Amount Allowed	This column displays the production value of the sum of the COM amounts allowed for each account. The amount defaults from the sum of the COM > Allowed Amount column on the Prior Year Pool Amounts subtask.
Burden Fee	This column displays the production value of the amount of fee generated by the amounts in the Burden Amount Allowed and COM Burden Amount Allowed columns.
Over Ceiling Fee	This column displays the production value of the amount of fee that exceeds the fee ceiling amount for this level of this contract.
Alternate Profile Over Ceiling Fee	Enter the alternate profile over ceiling fee.
Over Ceiling Cost	This column displays the production value of the over ceiling cost amount for this project.
Alternate Profile Over Ceiling Cost	Enter the alternate profile over ceiling cost amount for this project.
Revenue Over Ceiling	This column displays the production value of the amount by which calculated revenue exceeded the overall ceiling on this project.
Alternate Profile Revenue Over Ceiling	Enter the alternate profile revenue over ceiling amount for this project.
Units Revenue	This column displays the production value of units revenue for each line.
Allowable Units Quantity	This column displays the production value of the allowable units quantity for each account.
T&M Revenue Allowed	This column displays the production value of the allowable Time & Materials (T&M) revenue. There is a value in this column for each table window row that has T&M allowable revenue.
Revenue Adjustment Amount	This column displays the production value of the amount of any revenue adjustments made against this level of this contract.
Alternate Profile Revenue Adjustment Amount	Enter the alternate profile revenue adjustment amount. Costpoint treats a positive amount entered as an addition to the Alt Profile Total Revenue column, while it treats a negative amount as a reduction to Alt Profile Total Revenue.
Other Fee	This column displays the production value of the amount of other (non-cost based) fees generated for each account. This includes award, incentive, and productivity fees, and the total fee calculated as the difference between cost incurred and revenue taken for non-cost reimbursable projects.
Alternate Profile Other Fee	Enter the alternate profile other fee amount for the desired account.
Units Quantity	This column displays the production value of the units quantity for the units charged to each account.
Reallocated Revenue Amount	This column displays the production value of the amount of revenue reallocated through Revenue Redistribution.
Alternate Profile Reallocated Revenue Amount	Enter the alternate profile reallocated revenue amount. Costpoint treats a positive amount entered as a reduction to the Alt Profile Total Revenue column.
Total Actual Allowed Expense Amount	This column displays the production value of the total actual allowable expense amount. This is the sum of all the production values of the allowed direct and indirect expense amount columns.
Alt Profile Total Actual Allowed Expense Amount	This column displays the alternate profile total actual allowable expense amount. This is the sum of all the alternate profile allowed direct and indirect expense amount columns.
Gross Revenue	This column displays the production value of the sum of all amounts from the following columns: Direct Amount Allowed Burden Amount Allowed COM Burden Amount Allowed Direct Fee Burden Fee Other Fee Fee on Hours
Alt Profile Gross Revenue	This column displays the alternate profile gross revenue amount. It is the sum of all amounts from the following columns: Alternate Profile Direct Amount Allowed Alt Profile Allowed Amount (on the Prior Year Pool Amounts subtask) Alt Profile COM Allowed Amount (on the Prior Year Pool Amounts subtask) Alternate Profile Direct Fee Burden Fee Alternate Profile Other Fee Alternate Profile Fee on Hours
Total Revenue	This column displays the production value of the total revenue. Costpoint calculates it as follows: Gross Revenue less Over Ceiling Fee less Reallocated Revenue Amount less Revenue Over Ceiling.
Alt Profile Total Revenue	This column displays the alternate profile total revenue. Costpoint calculates it as follows: Alt Profile Gross Revenue less Alternate Profile Over Ceiling Fee less Alternate Profile Reallocated Revenue Amount less Alternate Profile Revenue Over Ceiling.
Award Fee	This column displays the production value of the award fee amount.
Alternate Profile Award Fee	Enter the alternate profile award fee amount.
Award Fee Adjustment	This column displays the production value of the award fee adjustment, if it exists.
Alternate Profile Award Fee Adjustment	Enter the alternate profile award fee adjustment, if applicable.
Over Ceiling Award Fee	This column displays the production value of the over ceiling award fee amount, if it exists.
Alternate Profile Over Ceiling Award Fee	Enter the alternate profile over ceiling award fee amount, if applicable.
Award Fee Revenue	This column displays the production value of the total award fee revenue. Costpoint calculates it as follows: Award Fee - Over Ceiling Award Fee + Award Fee Adjustment + Retro Award Fee. Retro Award Fee is a hidden field that does not display on the screen.
Alt Profile Award Fee Revenue	This column displays the alternate profile total award fee revenue. Costpoint calculates it as follows: Alternate Profile Award Fee - Alternate Profile Over Ceiling Award Fee + Alternate Profile Award Fee Adjustment + Alternate Profile Retro Award Fee. Alternate Profile Retro Award Fee is a hidden field that does not display on the screen.

Subtask

Subtask	Description
Prior Year Pool Amounts	Click this link to open the Prior Year Pool Amounts subtask where you can override the production values of the indirect burden pool amounts for each account.