PRINT REVENUE SUMMARY REPORT
Use this screen to print Project Revenue Summaries, which provide high-level information regarding project revenue, costs, and profit, as well as budget and variance amounts. You can run them at a summary or detail project level. We recommend that management personnel print and review Project Revenue Summaries each period.
You must run this report after running the Update Project Status Report Tables screen and Create Project Report Tables screen. Costpoint updates rows in the report table according to pre-selected criteria. For example, assume the report table contains amounts from January 1, 2004 through May 31, 2007. If you update the report tables with information from FY 2007, subperiod 1 through 4 of period 5 (May 1-31, 2007), the utility updates only rows containing amounts for the selected subperiods. If you want to run reports including June 2007 data (period 6), you must first run this utility to update the table with that information. The report table must contain the data necessary for the report.
Location
Identification
Use the fields in this block to create a new parameter ID or to retrieve
a previously saved parameter ID. A parameter ID represents a set of screen
selection parameters. After you have saved a parameter ID and its related
parameters, you can retrieve them using Query.
You can use the retrieved parameters to produce reports and run processes
more efficiently and with greater consistency. The saved parameters are
also useful and necessary when you want to run the process as part of
a batch job. Many users save a unique set of parameters for each different
way they run a report or process. When you select a previously saved parameter
ID or parameter description, the associated saved screen selection parameters
automatically display as selection defaults. The page setup and print
options are also included in the saved parameter ID if there are any.
You can change any of the associated selection defaults as necessary.
Parameter ID
Enter, or click 
to select, a parameter
ID of up to 15 alphanumeric characters. Choose characters for your parameter
ID that help identify the type of selections you made in the screen, such
as PERIOD or QUARTERLY.
When you save your record, all the selections made in the screen are
stored with the parameter ID. Later, you can retrieve the parameter using
Query.
You can use the parameter to run the process more efficiently because
you can select the parameter ID with its previously defined screen selections.
After the default selections display in the screen, you can override the
defaults.
Description
Enter, or click to select, a parameter
description of up to 30 alphanumeric characters.
To modify only the fiscal year, period, and subperiod for a saved report parameter, use the Change Period Report Parameters toolkit.
Selection Ranges
Use this block to select options for printing the report.
Select By
Enter, or click the drop-down list to select, the option you want to group by. Valid options are:
Option
Use the drop-down list to select the range to print. Valid options are:
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All
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One
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Range
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From Beginning
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To End
Start
Enter, or click 
to select, the starting value for the range of values to be printed.
End
Enter, or click to select, the ending value for the range of values to be printed.
Page Break
Select this check box to place a page break on your report grouping. For example, if you select this check box and you group by Performing Organization, a page break is placed after each organization.
Accounting Period
Use these fields to select the period through which you would like to print the report.
Option
This field always displays One.
Fiscal Year
Enter, or click to select, the fiscal year you want included on the report.
Period
Enter, or click to select, the fiscal period you want included on the report. This period is considered the current period for column option purposes.
Subpd
Enter, or click to select, the subperiod you want included on the report. This subperiod is considered the current subperiod for column option purposes.
Ending Date
This non-editable field displays the selected subperiod end date.
Options
Level
Org Level __ and Below
Identify the highest organization level that you want printed on the report. Balances are rolled up to this organization level.
Project Level __ and Below
Identify the highest project level that you want printed on the report. Balances are rolled up to this project level.
Show
Use this group box to select various printing options.
Amount in Thousands
Select this check box to show amounts in thousands.
Lines With No Activity
Select this check box to print lines on the revenue summaries even if they have no activity. Leave the check box blank to suppress lines with no activity.
Project Label as
The report can reflect the Project ID, Project Name, or Both. If you select to print Both, the fields are trimmed to 30 characters in length.
Include
Use the options in this group box to define the columns of the report and whether you would like to include billable and inactive projects.
Inactive Projects
Select this check box to include projects that have been designated as inactive on the Basic Info tab of the Manage Project User Flow.
Unbillable Projects
Select this check box to include unbillable projects. You designate a project as unbillable by leaving the Billable Project check box blank on the Basic Info tab of the Manage Project User Flow. These projects contain no revenue or billing formulas.
As Column 2 - As Column 8
Select the column options to print on the report. Columns can include amounts by Subperiod, Period, Fiscal Year To Date, Contract To Date, and Prior Year. Valid options are:
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Actual % Complete Funding, Actual % Complete Value
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Actual Contract to Date Costs, Actual Contract to Date COM, Actual Contract to Date Profit, Actual Contract to Date Revenue
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Actual CTD Award Fee, Actual CTD Cost Variance, Actual CTD Funding Backlog, Actual CTD Profit % from Costs, Actual CTD Profit % from Revenue, Actual CTD Profit Variance, Actual CTD Profit w/Award Fee, Actual CTD Revenue Variance, Actual CTD Value Backlog
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Actual ITD Net Inventory
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Actual Period Award Fee, Actual Period Cost Variance, Actual Period Costs, Actual Period COM, Actual Period Net Inventory, Actual Period Profit, Actual Period Profit % from Costs, Actual Period Profit % from Revenue, Actual Period Profit Variance, Actual Period Profit w/Award Fee, Actual Period Revenue, Actual Period Revenue Variance
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Actual Subperiod Award Fee, Actual Subperiod Cost Variance, Actual Subperiod Costs, Actual Subperiod COM, Actual Subperiod Net Inventory, Actual Subperiod Profit, Actual Subperiod Profit % from Costs, Actual Subperiod Profit % from Revenue, Actual Subperiod Profit Variance, Actual Subperiod Profit w/Award Fee, Actual Subperiod Revenue, Actual Subperiod Revenue Variance
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Actual Total Cost Variance, Actual Total Profit Variance, Actual Total Revenue Variance
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Actual Year to Date Costs, Actual Year to Date COM, Actual Year to Date Profit, Actual Year to Date Revenue
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Actual YTD Award Fee, Actual YTD Cost Variance, Actual YTD Net Inventory, Actual YTD Profit % from Costs, Actual YTD Profit % from Revenue, Actual YTD Profit Variance, Actual YTD Profit w/Award Fee, Actual YTD Revenue Variance
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Budget Contract to Date Costs, Budget Contract to Date COM, Budget Contract to Date Profit, Budget Contract to Date Revenue
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Budget Period Costs, Budget Period COM, Budget Period Profit, Budget Period Revenue
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Budget Prior Year Costs, Budget Prior Year COM, Budget Prior Year Profit, Budget Prior Year Revenue
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Budget Subperiod Costs, Budget Subperiod COM, Budget Subperiod Profit, Budget Subperiod Revenue
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Budget Year to Date Costs, Budget Year to Date COM, Budget Year to Date Profit, Budget Year to Date Revenue
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ITD Billed Amount
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Open Receivable Amount
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Prior Year Award Fee, Prior Year Cost Variance, Prior Year Costs, Prior Year COM, Prior Year Net Inventory, Prior Year Profit, Prior Year Profit Variance, Prior Year Profit w/Award Fee, Prior Year Revenue, Prior Year Revenue Variance
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Target % Complete Funding, Target % Complete Value
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Target Contract to Date Costs, Target Contract to Date COM, Target Contract to Date Profit, Target Contract to Date Revenue
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Target CTD Award Fee, Target CTD Cost Variance, Target CTD Funding Backlog, Target CTD Profit % from Costs, Target CTD Profit % from Revenue, Target CTD Profit Variance, Target CTD Profit w/Award Fee, Target CTD Revenue Variance, Target CTD Value Backlog
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Target ITD Net Inventory
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Target Period Award Fee, Target Period Cost Variance, Target Period Costs, Target Period COM, Target Period Net Inventory, Target Period Profit, Target Period Profit % from Costs, Target Period Profit % from Revenue, Target Period Profit Variance, Target Period Profit w/Award Fee, Target Period Revenue, Target Period Revenue Variance
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Target Subperiod Award Fee, Target Subperiod Cost Variance, Target Subperiod Costs, Target Subperiod COM, Target Subperiod Net Inventory, Target Subperiod Profit, Target Subperiod Profit % from Costs, Target Subperiod Profit % from Revenue, Target Subperiod Profit Variance, Target Subperiod Profit w/Award Fee, Target Subperiod Revenue, Target Subperiod Revenue Variance
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Target Total Cost Variance, Target Total Profit Variance, Target Total Revenue Variance
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Target Year to Date Costs, Target Year to Date COM, Target Year to Date Profit, Target Year to Date Revenue
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Target YTD Award Fee, Target YTD Cost Variance, Target YTD Net Inventory, Target YTD Profit % from Costs, Target YTD Profit % from Revenue, Target YTD Profit Variance, Target YTD Profit w/Award Fee, Target YTD Revenue Variance
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Total Contract Award Fee, Total Contract Budget Costs, Total Contract Budget COM, Total Contract Budget Revenue, Total Contract Budget Profit, Total Contract Funding, Total Contract Value
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Total Funded Award Fee
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Total PO Commitments
You can print cost data using target or actual rates.