Engagement Portfolio Report - Data Fields


In Projector a data field represents the information that you are interested in. For Excel Pivot Tables this information can be cross-referenced by the row and column fields to compile the data. In this image you see project profit organized by project name and month. Project Profit is the data field. Project Name is the row field. Month is the column field. If this sounds confusing, read our introductory article on pivot tables.

Data Fields

Field

Field Category

Description

% of Cost Budget Consumed

Budget Fields

% of Cost Budget Consumed

% of Time Budget Consumed

Budget Fields

% of Time Budget Consumed

Billing Adjusted % of Contract

Revenue Fields

Billing adjusted revenue as a percent of contract revenue

Billing Adjusted Rate

Revenue Fields

Actual or Projected Billing Rate after billing adjustments.

Billing Adjusted Revenue

Revenue Fields

Revenue after billing adjustments

Billing DaysHours FieldsNumber of billable days. Useful when you use daily billing.

Contract % of Standard

Revenue Fields

= Contract Rate / Standard Rate (Negotiated or planned discount percentage from Standard Rates)

Contract Rate

Revenue Fields

Planned or negotiated billing rate.

Contract Revenue

Revenue Fields

Revenue that would be earned if the Engagement were to realize its Contract Rates

CostActualAmount

Budget Fields

 

CostBudgetAmountDenominator

Budget Fields

 

Engagement Cost Budget

Budget Fields

Engagement Cost Budget

Engagement Time Budget

Budget Fields

Engagement Time Budget

ODC Client

Cost Fields

The amount that a client is (or will be) billed for other direct costs.

ODC Expense

Cost Fields

The amount of other direct costs that are expenses borne by the company.

ODC Markup %

Cost Fields

The markup (markdown if negative) percentage of other direct costs.

ODC Revenue

Revenue Fields

The amount of revenue earned from other direct cost markup or treatment as fees.

Other Direct Cost

Cost Fields

Also known as ODC. Out-of-pocket costs charged to the project.

Percent Complete

Percent Complete Fields

Percent Complete as calculated by your installation

Person Hours

Hours Fields

Assigned or Reported (Projected or Actual) work hours.

Project Margin

Profit Fields

= Project Profit / (System Revenue + ODC Revenue) (Project Profit expressed as a percentage of total revenue.)

Project Profit

Profit Fields

= System Revenue + ODC Revenue - Resource Direct Cost - ODC Expense (Gross profit, expressed as a monetary amount, left after accounting for the cost of the resources and unrecouped out-of-pocket expenses.)

ProjectMarginEncryptedDenominator

Profit Fields

= Project Profit / (System Revenue + ODC Revenue) (Project Profit expressed as a percentage of total revenue.)

ProjectMarginEncryptedNumerator

Profit Fields

= Project Profit / (System Revenue + ODC Revenue) (Project Profit expressed as a percentage of total revenue.)

Resource Direct Cost

Cost Fields

= Person Hours * Resource Direct Rate (Resource Direct Cost is also known as RDC)

Resource Direct Rate

Cost Fields

The per-resource, per-hour cost to the organization of the resource(s)

Resource Margin

Profit Fields

= Resource Profit / System Revenue (Resource Profit expressed as a percentage of System Revenue)

Resource Profit

Profit Fields

= System Revenue - Resource Direct Cost (Gross Profit, expressed as a monetary amount, left after accounting only for the cost of the resource(s)

Standard Rate

Revenue Fields

Billing rate based upon the standard rate card in effect for the Engagement's Cost Center.

Standard Revenue

Revenue Fields

Revenue that would be earned had the Engagement been billed at Standard Rates

System % of Billing Adjusted

Revenue Fields

System revenue as a percent of billing adjusted revenue

System % of Contract

Revenue Fields

= System Rate / Contract Rate (Write-down percentage – Due to difference in System Rate from Contract Rate)

System % of Standard

Revenue Fields

= System Rate / Standard Rate (Total percent difference between System Rate and Standard Rate)

System Rate

Revenue Fields

Actual or Projected Billing Rate after billing and revenue recognition adjustments.

System Rate after ODC

Revenue Fields

Actual or Projected Billing Rate after accounting for unrecouped out-of-pocket expenses.

System Revenue

Revenue Fields

Actual or Projected Revenue after billing and revenue recognition adjustments, and after dynamic adjustments based on percent complete.

System Revenue after ODC

Revenue Fields

= Person Hours * System Rate after ODC (Actual or Projected Revenue less any unrecouped out-of-pocket expenses.)

System Revenue after ODC % of Contract

Revenue Fields

= System Rate after ODC / Contract Rate (Total percent difference between System Rate after ODC and Contract Rate.)

System Revenue after ODC % of Standard

Revenue Fields

= System Rate after ODC / Standard Rate (Total percent difference between System Rate after ODC and Standard Rate)

System Revenue after ODC % of System

Revenue Fields

= System Rate after ODC / System Rate (Total percent difference between System Rate after ODC and System Rate.)

System Revenue Recognized

Revenue Fields

Actual Revenue after billing and revenue recognition adjustments.

TimeActualAmount

Budget Fields

 

TimeBudgetAmountDenominator

Budget Fields

 

Total Revenue

Revenue Fields

= System Revenue + ODC Revenue