Project Completion Analysis by Revenue report is used to track project progress in terms of both quantities (work done vs. estimated) and amounts (cost/revenue) against tasks and activities.
The Project Completion Analysis by Revenue report provides a detailed breakdown of project progress by comparing estimated values against actual recognized quantities and amounts. It highlights the degree of completion for each project task, expressed in both quantity and revenue terms.
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Report Fields
Project
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- Description of the project
Code WBS, Project Task
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- Project tasks broken down by Work Breakdown Structure (WBS)
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Item- Column lists detailed components of each task
Quantity (Opening, For Period, Closing, Estimated, Pending) measures the physical progress of work.
Opening Balance - cumulative quantity completed up to the start of the period.
For Period - Quantity of work done in the current reporting period.
Closing Balance - cumulative quantity completed to date (Opening + For Period).
Estimated - planned
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quantity for the task.
Pending - remaining quantity to be executed (Estimated - Closing).
Amounts
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reflect the financial side of progress.
Opening Balance - cumulative recognized amounts from prior periods.
For Period - value recorded in the current reporting period.
Closing Balance - cumulative recognized value (Opening Balance + Actual Amount (For Period)).
Estimated -
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planned value for the task.
Pending - balance not yet recognized (Estimated - Closing).
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Example: if Design Fire Fighting Pump has an estimate of 31,850 but a closing balance of -3,185, pending is 35,035, showing a reversal.
Amount Completion % shows progress in percentage terms.
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Formula: (Closing Balance ÷ Estimated Amount) × 100.
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Amount Completion % shows how much of the work or revenue has been completed, expressed as a percentage.
Formula-
Amount Completion % = (Closing Balance ÷ Estimated Amount) × 100
Example-
Closing Balance = 11,282.30
Estimated Amount = 133,190.10
Calculation- (11,282.30 ÷ 133,190.10) × 100 = 8.47%
Meaning of Values-
Positive % - Work progress has been made and recognized.
0% -
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No progress has been recorded.
Negative % -
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Reversals or corrections reduce recognized
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progress below zero.
Example: Construction Scope estimated at 254,800, actual -6,370, equals -2.5% completion.
Filter
Period:- Define the report’s start and end dates; only data within this range will be included.
Without templates:- Excludes entries that are based on templates.
Show amounts:- When enabled, displays amount columns and details; otherwise, only quantity columns are shown.
Entity:- Optionally select specific entities, such as departments or companies.
Project: - Restricts the report to the chosen projectsselected projects.
Item: Optionally filter for particular items or subcomponents within a project- filter based on a specific item.
