Project Revenue Analysis

Form ID: (EP408200)

On this inquiry form, you can review the expected, billed, and unbilled revenue and write-off amounts to date for a project.

Attention: This form is available only if the Projects feature is enabled on the Enable/Disable Features (CS100000) form.

To determine the amount of expected, unbilled revenue, the system:

Uses the billing rule assigned to the project task
Simulates the billing procedure used when you click Run Billing on the Projects (PM301000) form

Important: The system calculates data only for project tasks of the Cost and Revenue Task type with a billing rule that has no Progress Billing steps.

The system excludes discounts from expected revenue calculation, as well as document-level and line-level taxes (both inclusive and exclusive).

Form Toolbar

The form toolbar includes the buttons described below.


Button	Description
Calculate	Calculates each selected project’s write-off amount as well as its expected, billed, and unbilled revenue. If no calculation is performed, select the Recalculate Project Budget History check box on the Recalculate Project Balances (PM504000) form and recalculate the project budget history. Then return to the current form and calculate the revenue again. The button is available if at least one project is selected in the Projects box.

Selection Area

In this area, you can select any number of projects for which the system calculates the write-off amount and the expected, billed, and unbilled project revenue.


Element	Description
Projects	The project ID.

Table

This table shows each project’s write-off amount and its expected, billed, and unbilled revenue calculated to date.

Table 1. Table Columns
Column	Description
Project	The project ID.
Project Description	The project description.
Project Status	The status of the project.
Revised Contract	The actual amount of the project revenue budget.
Expected Revenue on Costs to Date	The amount of the expected revenue on costs to date. It's calculated as the sum of the project’s unbilled revenue, billed revenue, draft invoice amounts, and write-off amounts.
Expected Revenue on Costs to Date (%)	The expected revenue based on costs to date, expressed as a percentage of the revised contract amount. It's calculated by dividing the expected revenue on costs to date by the revised contract amount and multiplying the result by 100.
Expected Revenue to Completion	The amount of revenue that’s still expected to be earned, based on accumulated costs. It's calculated by subtracting the expected revenue on costs to date from the revised contract amount for the project.
Unbilled Revenue to Date	The amount of unbilled revenue to date. If the Multicurrency Projects feature is enabled on the Enable/Disable Features (CS100000) form, the amount is shown in the project currency by default, and its calculation depends on the state of the Create Pro Forma Invoice on Billing check box on the Projects (PM301000) form: Selected: The sum of the billed amounts in the lines of the simulated pro forma invoice Cleared: The sum of the extended prices in the lines of the simulated accounts receivable invoice The calculation includes unbilled revenue for project transactions of project tasks with the Active, In Planning, or Completed status.
Draft Invoice Amount	The total amount of unreleased project invoices. If the Multicurrency Projects feature is enabled on the Enable/Disable Features (CS100000) form, the amount is shown in the project currency by default. If the Create Pro Forma Invoice on Billing check box is selected for the project on the Projects (PM301000) form, this amount includes: The total amount of the lines of pro forma invoices related to the project for which the corresponding AR invoices have not been released yet The total amount of AR documents related to the project that have no related pro forma invoices—for example, credit memos that originate from reversed AR invoices If the Create Pro Forma Invoice on Billing check box is cleared for the project, the column shows the total amount of unreleased AR invoices, credit memos, and debit memos.
Billed Revenue to Date	The amount of billed revenue to date. It's calculated based on released AR documents for the project. The calculation includes invoice and debit memo amounts, adjusted by credit memo amounts.
Billed Revenue to Date (%)	The billed revenue to date, expressed as a percentage of the revised contract amount. It's calculated by dividing the billed revenue to date by the revised contract amount and multiplying the result by 100.
Billed Revenue to Completion	The amount of contract revenue that remains to be billed. It's calculated by subtracting the billed revenue amount to date from the revised contract amount for the project.
Write-Off to Date	The amount of write-off to date. It's calculated based on the released pro forma invoices for the project. The calculation includes both full write-off amounts and write-off remainders.