Financial Projections: Net Revenue Projections Tab

Project managers can use the Net Revenue Projections tab to view net revenue projections for labor for each project phase on a monthly basis over the next two years.

Data grid

Following is a list of fields available in the data grid. All fields are read-only.

Data can be grouped, filtered and sorted using the column headers. This allows project managers to quickly view the available information from different perspectives.

Active / Opportunity

Indicates whether the effort is an active project (regular, promotional or overhead) or an opportunity.

Project Number

The project number.

Project Name

The project name.

Office

The office associated with the project phase.

Phase

The phase name.

Phase Starts

The start date for the phase from the Schedule tab.

Phase Ends

The end date for the phase from the Schedule tab.

Budget %

The percent of the overall project budget represented by the phase revenue. This value comes from the Labor Budget tab and is based on the proportion of planned labor to the overall budget.

Team Complete

This column displays the percent complete of the assignments from the Team tab for all assignments in the phase.

When detailed staffing is assigned, Team Complete is calculated using the detailed work plan data, instead of assuming an even distribution of hours over the weeks of the assignment. For additional details, please refer to ETC Hours on the Team tab.

Task Complete

This column displays the percent complete for all tasks for the phase. It is calculated based on the % Complete values entered by the project manager on the Tasks tab.

The Tasks Complete value is a weighted average for task percentages identified on the Tasks tab based upon effort.

Schedule Complete

This column displays the percent complete value for the phase from the Schedule tab.

Phase Revenue

The projected net revenue for the phase. Calculated by multiplying the Project Net Revenue value by the Budget % value for the phase.

Earned

The amount of revenue earned to date for the phase.

Earned revenue is calculated by multiplying the Task Complete value for the phase from the Billing tab by the fee for that phase. If no Task Complete value is available, earned revenue is calculated using the Team Complete value. If neither Task Complete or Team Complete is available, earned revenue is calculated using the Schedule Complete value.

Remaining

The amount of planned net revenue remaining for the phase. Calculated as Phase Revenue less the Earned value.

Monthly Columns

Monthly columns display projected net revenue going forward two years.

Project Analyzer uses the Billing End Cut-Off date to determine which month is the first month shown. For example, if the Billing End Cut-Off date is the 5th of the month, the September column will continue to appear until October 5th. The Billing End Cut-Off date is configured on the General Settings tab in System Configuration.

Additional Fields

The field chooser contains additional columns which may be added to the grid. For the Net Revenue Projections tab these columns are:

Toolbar

For information on the options available in the toolbar, please refer to Financial Projections: Toolbar.

To access this tab

Click Projections from the Reporting section of the ribbon bar Home tab, then click the Net Revenue Projections tab.