Costpoint Online Help

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Contents of the Project Budgets/EACs Status Screen

Use this screen to review budget and EAC status for all tasks under the direct project level selected in the Navigation.

The columns include variances for Project, Version (for EACs), Status, Manager, and other Budget Status information. You can select which version of the report to display by selecting either Latest Version or All Versions option buttons.

The report on this screen displays budgets/EACs that are marked as final on the Project Budgets / EACs screen.

Contents

Field Description
Budget Type

If you selected the Budget or Variance report type, select one of the following from the drop-down list:

  • Budget: Select this option to display the latest budget information.
  • EAC: Select this option to display the latest EAC information.  
Note: EAC displays in the drop-down list only if an EAC exists for the project.

Report Type
  • Select the type of report you want to display. Choose from the following options:
  • Cost: Select this option to filter the report based on cost data.
  • Revenue: Select this option to filter the report based on revenue data.
Version
  • Select the version you want to display. Choose from the following options:
  • Latest: Select this option to filter the report based on the latest version.
  • All: Select this option to display all versions of the report.
Project ID

Enter or click to select the project ID.

Subtasks

After you select the Project ID and set other report options, click to populate the Project grid. Click the Subtasks link to display lower level details.

The table below describes the columns that display for the Project and Subtask grid.

Column Headings Description
Project This column displays the project number.
Ver This column displays the version number.
Proj Title This column displays the project title.
Proj Manager This column displays the name of the project manager.
Contract Type This column displays the type of contract.
Status This column displays the EAC status.
Modifier This column displays the modifier.
Last Modified This column displays the date when the budget or EAC was last modified.
Approver This column displays the name of the approver.
Approval Date This column displays the date when the project or EAC was approved.
Contract Start This column displays the contract start date.
Contract End This column displays the date when the contract will end.
Pds Rem This column displays the remaining periods.
Funding This column displays the amount of the funding.
Planned This column displays the planned funding.

Negative variances display in favor of either actuals or budgets, depending on how Report Variances in Favor of is configured on the Display tab of Planning > Administration  > Administration Controls  > Configuration Settings. If configured in favor of Actuals and actual costs are higher than budgeted costs, the variance displays as negative. The opposite is true if budgeted costs are higher than actual costs, and the variance displays as positive. However, for either Budgets or Actuals, profit and revenue variances are always opposite to the cost calculation.

Unplanned This column displays the unplanned funding.

See note above regarding variances in the Planned column above.