Description
The Revenue Analysis report returns revenue transaction in detail and summarized at the WBS level. It automatically filters based on project leader designation. Employees with the designation of Project Accountant can see all projects.
Data: Sales Journal, Receipt Journal and General Journal
Note: This report honors Project Roles Filtering. Form more details read this article CLICK HERE.
Prompt
General
| • | Project - Allows you to filter to a specific Project. When blank, All Projects are returned. |
| • | Include Inactive - When selected, Inactive projects will be returned in the report results. |
| • | Show WBS - When selected, Lower nodes of the WBS will be returned in the project Work Breakdown Structure (WBS). |
| • | Currency Type - The Type of Currency to be used when running the report. Options are Base, Company, Project and Transaction. |
| • | Currency Code - The Currency Code to be used when running the report. Options are set in the Multi-Currency applet. More on Multi-Currency |
Report
Report Columns
| • | WBS - Project Path and Project Name |
| • | Hourly - Journal transactions that go against a G/L Account with a Metric Type of Billed Revenue a PM Type of Labor and a Revenue Type of Direct, DPE, OH or Profit. |
| • | Fixed Fee - Journal transactions that go against a G/L Account with a Metric Type of Billed Revenue a PM Type of Labor and a Revenue Type of Fixed Fee. |
| • | ODC - Journal transactions that go against a G/L Account with a Metric Type of Billed Revenue and a PM Type of Other Direct Charges (ODC). |
| • | OCC - Journal transactions that go against a G/L Account with a Metric Type of Billed Revenue and a PM Type of Out of Contract Consultants (OCC). |
| • | ICC - Journal transactions that go against a G/L Account with a Metric Type of Billed Revenue and a PM Type of In Contract Consultants (ICC). |
| • | Other - Journal transactions that go against a G/L Account with a Metric Type of Other Revenue. |
| • | Bad Debt - Journal transactions that go against a G/L Account with a Metric Type of Bad Debt. |
| • | Retainage - Journal transactions that go against a G/L Account with a Metric Type of Retainage. |
| • | Retainer - Journal transactions that go against a G/L Account with a Metric Type of Retainer. |
| • | Received - Received monies against the project. PM Type is determined by Revenue Type assigned in the receipt journal. |
Revenue Detail
| • | The revenue detail displaye the transactions that make up the revenue numbers. |
Sample(s)
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