The Project Revenue Analysis report is found under Project Costing - Reports - Project Revenue Analysis. It compares actual project revenue to estimates and lets users filter by Entity, Project, Task, and Status. To manage data overload, users can choose which fields to display in the Quick Settings panel, with all fields set to active by default.
Project Revenue Analysis report form
The Project Revenue Analysis report pulls data from Accumulation Registers and Project Estimates, filtered by Project and Status. It has three sections—Quantity, Price, and Amount—with each section showing Estimated, Actual, and Variance columns.
How to check the amounts in each section:
Quanity section:
1.Quantity estimated: This value comes from the Project Estimates document. Users can view the details of a specific cell directly from the report by double-clicking it.
User can compare data in Project Estimates document and in Report.
2. Quantity Actual: it is posiible to open detailed records for Actual quantity (double click on this cell):
here might be following documents:
- Phased Revenue Recognition;
- Invoice;
- Project Revenue Recognition.
For example detailed records:
3. Variance column calculated as Estimated quantity - Actual Quantity.
Price Section:
- Price Estimated: it is value from Project Estimates document. User has the opportunity to open the details of a given cell directly from the report form (by double clicking the mouse).
This value system also collect as it was in Project Estimates document (see detailed repord in p.1 Quantity Estimated).
2. Price Actual - same as Quantity Actual
it is posiible to open detailed records for Actual price (double click on this cell):
here might be following documents:
- Phased Revenue Recognition;
- Invoice;
- Project Revenue Recognition.
3. Variance column calculated as Estimated Price - Actual Price.
Amount Section:
- Estimated Amount: it is value from Project Estimates document. User has the opportunity to open the details of a given cell directly from the report form (by double clicking the mouse):
2. Actual Amount - same as Quantity Actual
it is posiible to open detailed records for Actual price (double click on this cell):
here might be following documents:
- Phased Revenue Recognition;
- Invoice;
- Project Revenue Recognition.
3. Variance column calculated as Estimated Amount - Actual Amount.
Total Revenue for project in report is in groupping Project:
Users can also compare the report amounts with the Project Revenue data on the Diagrams Tab in the Project form (found in Projects Catalog) under the Revenue and Costs diagram.
In the left column, you'll find Revenue (Estimated) Amount, with Revenue (Actual) next to it. You can also review operations on the Table tab alongside the Revenue and Costs diagram.
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