Revenue Analysis Subtask
Use this screen to display a summary of costs for the active level project or account selected in the Navigation page.
The report provides revenue analysis based on all the information in the budget.
The report displays bill rate, hours, cost, burdened cost, revenue, profit amount, profit percentage, and ceiling amount.
The following information displays in the Revenue table.
| Column Headings | Description |
|---|---|
| Description | This column displays the default labor account and PLC assigned. This information is pulled in from time collection. |
| Bill Rate | This column reflects the billing rate of the PLC (the most recent PLC rate of time-phased PLCs).
If you budget by period, but the PLC rates are set up by subperiod and the rate changes during the period, Planning uses the latest PLC rate when calculating revenue for the entire period. |
| Hours | This column displays the hours details from the lower section associated with T&M/PLC rates/categories. |
| Cost | This column displays the base cost for period selected by PLC and resource. |
| Burdened Cost | This column displays the overhead expenses for the project selected in the Navigation pane. |
| Revenue | The column displays revenue amounts to the corresponding PLC or account. |
| Profit | This column totals the profit for the period selected. |
| Percent | This is calculated by taking the ITD Billed minus the ITD Cost = ITD Profit divided by billing x 100 = profit %. |
| Profit % on Cost | This column displays the percentage of profit to burdened cost. |
| Profit % on Revenue | This column displays the percentage of profit to revenue. |
| Hours/Cost Ceiling | This column displays any hours/cost ceilings on applicable account rows. |
| Under/(Over) Hours/Cost Ceiling | This column displays the under or over amount of hours/cost ceilings on applicable account rows. |
| At Risk Value | This column displays the override amount from the At Risk Value field of the Revenue Setup/Ceiling Subtask. |
| At Risk + Funded Ceiling | This column displays the total of the At Risk Value and Funded Value amounts. This serves as the new revenue ceiling. |
| At Risk + Funded Under/(Over) Ceiling | This column displays the total of At Risk Value and Funded Value amounts minus the Revenue amount (TOTALS row). |
| Funded Value | This column displays the Cumulative funding value amount from the Project User Flow » Modifications subtask |
| Under/(Over) Funded Value | This column displays the amount of Funded Value minus the Revenue amount (TOTALS row). |