Use this screen to control the redistribution of revenue on a project-by-project basis. You can redistribute revenue that was computed at higher levels of a project (particularly revenue from fixed amount formulas) to the lowest level of a project (to each account/organization combination for each task on the project) based on allowed cost. Allowed cost is the cost that is included in the revenue computation that is not more than a cost, fee, or total ceiling. If you do not use the redistribute process, the revenue shown on the Project Status Reports for some project nodes may seem incorrect. This happens because amounts that cannot be specifically linked to a particular node of the project (such as fixed revenue formulas, revenue adjustments, and over ceiling amounts) are stored in the PROJ_SUM table at the revenue level of the project. Using this process, you can redistribute these plug amounts to the entire project. Note that this screen calculates using amounts for a specific subperiod only. This is different from the Redistribute Revenue screen, which is a YTD process.
You can initiate this process by clicking 
to select the project whose revenue is to be redistributed. You must also select the fiscal year, period, and subperiod, as well as whether target, actual, or both target and actual revenue are to be redistributed. After you select fiscal year, period, subperiod, actual and/or target, you cannot modify them from project to project without clicking 
and starting over.
After you make a selection, all nodes (levels) of the project are displayed on the screen. If the revenue for that particular project does not need to be redistributed, you can click 
and 
to identify another project.
To initiate the calculation of allowed cost, click the Fill Table button. When you click this button, Costpoint calculates the allowed cost for each node on the project tree as a percent of the total allowed cost for the project, and the percentages are displayed. You can modify the percentages for any node on the tree (including nodes that have no allowed cost), as long as they sum to 100% after modifications are made.
When you have finished reviewing and/or changing the allowed cost percentages, click 
. This causes the application to redistribute the total revenue from the PROJ_SUM table for the project to each node based on the percentages on the screen. After revenue has been assigned to each node, it is further allocated to each account/organization combination within that node based on the allowed cost of each account/organization combination to the total allowed cost for the node. Costpoint updates the PROJ_SUM table, specifically the REALLOC_ACT_AMT and REALLOC_TGT_AMT columns, with the additions/subtractions from the redistribution process.
Initiate this process after completing the Compute Revenue process and before executing the Post Revenue process.
For more information, see the "Revenue Redistribution" topic.
This field always displays One.
Enter, or click to select, a valid project number for which you would like to redistribute revenue. The unlabelled field to the right displays the project name.
This field always displays One.
Use this drop-down list to select a fiscal year. You can select any open fiscal year. This is a required field.
Use this drop-down list to select an accounting period. You can select any open accounting period. This is a required field.
Use this drop-down list to select an accounting subperiod. You can select any open subperiod as long as you have completed the Compute Revenue screen. This is a required field.
This non-editable field displays the selected subperiod end date.
Select this check box to redistribute revenue that was calculated using actual rates. You can redistribute both actual and target revenue.
Select this check box to redistribute revenue that was calculated using target rates. You can redistribute both actual and target revenue.
Use this group box to view your override variances.
This field displays a running total (the total variance) created by your entries in the Override Percent Actual field. This is the difference between the Percent of Actual Cost and the Override Percent Actual fields. This field must be "0" before you can redistribute revenue.
This field displays a running total (the total variance) created by your entries in the Override Percent Target field. This is the difference between the Percent of Target Cost and the Override Percent Target fields. This field must be "0" before you can redistribute revenue.
This column displays the project numbers for each node of the project.
This non-editable field displays the Costpoint-calculated percent of actual cost for each level of the project.
Enter the override percent in this field for each level of the Project, to override the percent of actual cost computed for redistributing revenue. As you make modifications in this column, a running balance of your modifications is kept in the Actual field in the Override Variance group box. This field is unavailable if you did not select the Actual Rates check box.
This non-editable field displays the Costpoint-calculated percent of target cost for each level of the project.
To override the percent of target cost computed for redistributing revenue, enter the override percent in this field for each level of the project. As you make modifications in this column, a running balance of your modifications is kept in Target field in the Override Variance group box. This field is inactive if you did not select the Target Rates check box.
These non-editable fields display the Costpoint-computed summary percent of actual costs represented by that project level and the nodes below it, for the level represented by the project number on a given row.
These non-editable fields display the Costpoint-computed summary percent of target costs represented by that project level and the nodes below it, for the level represented by the project number on a given row.
Click to finalize the redistribution of revenue by calculating the amount of total project revenue that is to be received by each node on the project tree, and further partitioning that amount among the account/organization combinations for that node. Finally, Costpoint updates PROJ_SUM with a plus or minus for each account/organization/project combination that brings revenue for that combination to the desired number.