Costpoint Online Help

Using the Help Search
Using the Help Search
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Reconcile T&M Profitability

Use the Costpoint Planning reports to reconcile your T&M Profitability reports.

These Costpoint Planning reports include the following:

  • T&M Billable Revenue Breakdown

  • Burdened Cost Breakdown

  • Revenue Breakdown

  • Burdened Cost Breakdown

To reconcile the Costpoint Business Intelligence T&M Profitability report with Costpoint Planning:

  1. Run the T&M Profitability report in Costpoint Business Intelligence.
  2. Run the T&M Billable Revenue Breakdown report in Costpoint Planning (Planning > Project Budgeting > Active Level Reports > T&M Billable Revenue Breakdown).
  3. Compare the following:

    Costpoint Business Intelligence ITD Amount Column

    Costpoint Planning Report ITD Amt Column

    Revenue

    ITD Amt

  4. Run the Burdened Cost Breakdown report in Costpoint Planning (Planning > Project Budgeting > Active Level Reports > Burdened Cost Breakdown).
  5. Compare the following:

    Costpoint Business Intelligence ITD Amount Column

    Costpoint Planning Report ITD Total Column

    Revenue

    Labor

  6. Run the T&M Billable Revenue Breakdown report in Costpoint Planning (Planning > Project Budgeting > Active Level Reports > T&M Billable Revenue Breakdown).
  7. Select Latest EAC.
  8. Compare the following:

    Costpoint Business Intelligence

    Costpoint Planning Report

    Billing Rate

    Bill Rate

    Revenue from EAC Column

    Total Revenue Labor Amount from ITD Amt Column

    Revenue from Monthly Forecast Columns

    Total Revenue Labor from Monthly Forecast Columns

  9. Run the Burdened Cost Breakdown report in Costpoint Planning (Planning > Project Budgeting > Active Level Reports > Burdened Cost Breakdown).
  10. Select the Latest EAC.
  11. Compare the following:

    Costpoint Business Intelligence

    Costpoint Planning Report

    Burdened Labor from EAC Column

    Labor from Tot Burd Bgt Column

    Burdened Labor from Monthly Forecast Columns

    Labor from Monthly Forecast Columns