Where Can I Find the Revenue Recognized by a Revenue Method
To prove out a revenue method, you must run the project reports that show how much revenue that method accrued for projects when you ran revenue generation.
To show the revenue (or the parts of it) on a project report, you must generate the applicable reports after including the rows and columns for the data fields that are used in the revenue method's formula.
The following table identifies the project report or other location that shows the revenue that was calculated by running revenue generation using each revenue method field.
| Revenue Method Field | Report and Options |
|---|---|
| Cur Billings | Office Earnings Report
Select a Time Frame of Current Period on the General tab of the Options dialog. Select Billed Amount on the Columns tab. |
| YTD Billings | Office Earnings Report
Select a Time Frame of Year-to-Date on the General tab of the Options dialog box. Select Billed Amount on the Columns tab. |
| JTD Billings | Office Earnings Report
Select a Time Frame of Job-to-Date on the General tab of the Options dialog box. Select Billed Amount on the Columns tab. |
| Cur Fee Billings | Office Earnings Report
Select a Time Frame of Current Period on the General tab of the Options dialog box. Select Fee Billed on the Columns tab. |
| YTD Fee Billings | Office Earnings Report
Select a Time Frame of Year-to-Date on the General tab of the Options dialog box. Select Fee Billed on the Columns tab. |
| JTD Fee Billings | Office Earnings Report
Select a Time Frame of Job-to-Date on the General tab of the Options dialog box. Select Fee Billed on the Columns tab. |
| Cur Cons Billings | Office Earnings Report
Select a Time Frame of Current Period on the General tab of the Options dialog box. Select Consultant Billed on the Columns tab. |
| YTD Cons Billings | Office Earnings Report
Select a Time Frame of Year-to-Date on the General tab of the Options dialog box. Select Consultant Billed on the Columns tab. |
| JTD Cons Billings | Office Earnings Report
Select a Time Frame of Job-to-Date on the General tab of the Options dialog box. Select Consultant Billed on the Columns tab. |
| Cur Reimb Billings | Office Earnings Report
Select a Time Frame of Current Period on the General tab of the Options dialog box. Select Expense Billed on the Columns tab. |
| YTD Reimb Billings | Office Earnings Report
Select a Time Frame of Year-to-Date on the General tab of the Options dialog box. Select Expense Billed on the Columns tab. |
| JTD Reimb Billings | Office Earnings Report
Select a Time Frame of Print Job-to-Date on the General tab of the Options dialog box. Select Expense Billed on the Columns tab. |
| Cur Other Billings | Office Earnings Report
Select a Time Frame of Current Period on the General tab of the Options dialog box. Select Other Billed on the Columns tab. |
| YTD Other Billings | Office Earnings Report
Select a Time Frame of Year-to-Date on the General tab of the Options dialog box. Select Other Billed on the Columns tab. |
| JTD Other Billings | Office Earnings Report
Select a Time Frame of Job-to-Date on the General tab of the Options dialog box. Select Other Billed on the Columns tab. |
| Cur Receipts | Office Earnings Report
Select a Time Frame of Current Period on the General tab of the Options dialog box. Select Received Amount on the Columns tab. |
| YTD Receipts | Office Earnings Report
Select a Time Frame of Year-to-Date on the General tab of the Options dialog box. Select Received Amount on the Columns tab. |
| JTD Receipts | Office Earnings Report
Select a Time Frame of Job-to-Date on the General tab of the Options dialog box. Select Received Amount on the Columns tab. |
| Prior Year JTD Revenue | Office Earnings Report, run in prior year.
Select a Time Frame of Job-to-Date on the General tab of the Options dialog box. Select Revenue Amount on the Columns tab. |
| Prior Pd JTD Revenue | Office Earnings Report, run in prior period.
Select a Time Frame of Job-to-Date on the General tab of the Options dialog box. Select Revenue Amount on the Columns tab. |
| YTD Revenue | Office Earnings Report
Select a Time Frame of Year-to-Date on the General tab of the Options dialog box. Select Revenue Amount on the Columns tab. |
| JTD Revenue | Office Earnings Report
Select a Time Frame of Job-to-Date on the General tab of the Options dialog box. Select Revenue Amount on the Columns tab. |
| Cur Direct Exp @ Cost | Project Summary Report, with Report at set to Cost. |
| YTD Direct Exp @ Cost | Project Summary Report, with Report at set to Cost. |
| JTD Direct Exp @ Cost | Project Summary Report, with Report at set to Costt. |
| Cur Direct Exp @ Billing | Project Summary Report, with Report at set to Billing. |
| YTD Direct Exp @ Billing | Project Summary Report, with Report at set to Billing. |
| JTD Direct Exp @ Billing | Project Summary Report, with Report at set to Billing. |
| Cur Reimb Exp @ Cost | Project Summary Report, with Report at set to Cost. |
| YTD Reimb Exp @ Cost | Project Summary Report, with Report at set to Cost. |
| JTD Reimb Exp @ Cost | Project Summary Report, with Report at set to Cost. |
| Cur Reimb Exp @ Billing | Project Summary Report, with Report at set to Billing. |
| YTD Reimb Exp @ Billing | Project Summary Report, with Report at set to Billing. |
| JTD Reimb Exp @ Billing | Project Summary Report, with Report at set to Billing. |
| Cur Direct Cons @ Cost | Project Summary Report, with Report at set to Cost. |
| YTD Direct Cons @ Cost | Project Summary Report, with Report at set to Cost. |
| JTD Direct Cons @ Cost | Project Summary Report, with Report at set to Cost. |
| Cur Direct Cons @ Billing | Project Summary Report, with Report at set to Billing. |
| YTD Direct Cons @ Billing | Project Summary Report, with Report at set to Billing. |
| JTD Direct Cons @ Billing | Project Summary Report, with Report at set to Billing. |
| Cur Direct Other @ Cost | Project Summary Report, with Report at set to Cost. |
| YTD Direct Other @ Cost | Project Summary Report, with Report at set to Cost. |
| JTD Direct Other @ Cost | Project Summary Report, with Report at set to Cost. |
| Cur Direct Other @ Billing | Project Summary Report, with Report at set to Billing. |
| YTD Direct Other @ Billing | Project Summary Report, with Report at set to Billing. |
| JTD Direct Other @ Billing | Project Summary Report, with Report at set to Billing. |
| Cur Reimb Cons @ Cost | Project Summary Report, with Report at set to Cost. |
| YTD Reimb Cons @ Cost | Project Summary Report, with Report at set to Cost. |
| JTD Reimb Cons @ Cost | Project Summary Report, with Report at set to Costt. |
| Cur Reimb Cons @ Billing | Project Summary Report, with Report at set to Billing. |
| YTD Reimb Cons @ Billing | Project Summary Report, with Report at set to Billing. |
| JTD Reimb Cons @ Billing | Project Summary Report, with Report at set to Billing. |
| Cur Reimb Other @ Cost | Project Summary Report, with Report at set to Cost. |
| YTD Reimb Other @ Cost | Project Summary Report, with Report at set to Cost. |
| JTD Reimb Other @ Cost | Project Summary Report, with Report at set to Cost. |
| Cur Reimb Other @ Billing | Project Summary Report, with Report at set to Billing. |
| YTD Reimb Other @ Billing | Project Summary Report, with Report at set to Billing. |
| JTD Reimb Other @ Billing | Project Summary Report, with Report at set to Billing. |
| Cur Direct Labor @ Cost | Project Summary Report, with Report at set to Cost. |
| YTD Direct Labor @ Cost | Project Summary Report, with Report at set to Cost. |
| JTD Direct Labor @ Cost | Project Summary Report, with Report at set to Cost. |
| Cur Direct Labor @ Billing | Project Summary Report, with Report at set to Billing. |
| YTD Direct Labor @ Billing | Project Summary Report, with Report at set to Billing. |
| JTD Direct Labor @ Billing | Project Summary Report, with Report at set to Billing. |
| Cur Total Cost | Project Summary Report |
| YTD Total Cost | Project Summary Report |
| JTD Total Cost | Project Summary Report |
| Budgeted Labor @ Cost | Project Summary Report, with Report at set to Cost. |
| Budgeted Labor @ Billing | Project Summary Report, with Report at set to Billing. |
| Budgeted Directs @ Cost | Project Summary Report, with Report at set to Cost. |
| Budgeted Directs @ Billing | Project Summary Report, with Report at set to Billing. |
| Budgeted Reimb @ Cost | Project Summary Report, with Report at set to Cost. |
| Budgeted Reimb @ Billing | Project Summary Report, with Report at set to Billing. |
| Budgeted Direct Cons @ Cost | Project Summary Report, with Report at set to Cost. |
| Budgeted Direct Cons @ Billing | Project Summary Report, with Report at set to Billing. |
| Budgeted Direct Other @ Cost | Project Summary Report, with Report at set to Cost. |
| Budgeted Direct Other @ Billing | Project Summary Report, with Report at set to Billing. |
| Budgeted Reimb Cons @ Cost | Project Summary Report, with Report at set to Cost. |
| Budgeted Reimb Cons @ Billing | Project Summary Report, with Report at set to Billing. |
| Budgeted Reimb Other @ Cost | Project Summary Report, with Report at set to Cost. |
| Budgeted Reimb Other @ Billing | Project Summary Report, with Report at set to Billing. |
| Labor Estimate-to-complete | Project Summary Report |
| Direct Exp Estimate-to-complete | Project Summary Report |
| Reimb Exp Estimate-to-complete | Project Summary Report |
| Labor Estimate-at-completion | Project Summary Report |
| Direct Exp Estimate-at-completion | Project Summary Report |
| Reimb Exp Estimate-at-completion | Project Summary Report |
| Work-in-progress @Cost | Unbilled Detail and Aging Report
On the Options tab, select At Cost as the Final Totals and Aging Report Basis. |
| Work-in-progress @ Billing | Unbilled Detail and Aging Report
On the Options tab, select At Billing as the Final Totals and Aging Report Basis. |
| WIP @Cost (incl. Held) | Unbilled Detail and Aging Report
On the Options tab, select Held transactions and select At Cost as the Final Totals and Aging Report Basis. |
| WIP @Billing (incl. Held) | Unbilled Detail and Aging Report
On the Options tab, select Held transactions and select At Billing as the Final Totals and Aging Report Basis. |
| WIP @Billing (incl. Add-ons) | On the Miscellaneous tab in
, select
Include Add-ons when Reporting at Billing Rates.
Run the Project Detail Report; specify B in Select by Billing Status. |
| WIP @Billing (incl. Held and Add-ons) | On the Miscellaneous tab in
, select
Include Add-ons when Reporting at Billing Rates.
Run the Project Detail Report; specify B and H in Select by Billing Status. |
| Unbilled Labor @Cost | Unbilled Detail and Aging Report
On the Options tab, select At Cost as the Final Totals and Aging Report Basis. |
| Unbilled Labor @Cost (incl. Held) | Unbilled Detail and Aging Report
On the Options tab, select Held transactions and select At Cost as the Final Totals and Aging Report Basis. |
| Unbilled Labor @Billing | Unbilled Detail and Aging Report
On the Options tab, select At Billing as the Final Totals and Aging Report Basis. |
| Unbilled Labor @Billing (incl. Held) | Unbilled Detail and Aging Report
On the Options tab, select Held transactions and select At Billingas the Final Totals and Aging Report Basis. |
| Unbilled Labor @Billing (incl. Add-ons) | On the Miscellaneous tab in
, select
Include Add-ons when Reporting at Billing Rates.
Run the Project Detail Report; specify B in Select by Billing Status. |
| Unbilled Labor @Billing (incl. Held and Add-ons) | On the Miscellaneous tab in
, select
Include Add-ons when Reporting at Billing Rates.
Run the Project Detail Report; specify B and H in Select by Billing Status. |
| Percent Complete | Project Summary Report |
| Percent Complete @ Cost | Project Summary Report, with Report at set to Cost. |
| Percent Complete (Lab/OH/Dir) | Project Summary Report |
| Percent Complete (Lab/OH/Dir) @ Cost | Project Summary Report, with Report at set to Cost. |
| Labor Percent Complete | Project Summary Report
Select Percent Complete Hours on the Columns tab. |
| Labor Percent Complete @ Cost | Project Summary Report, with
Report at set to
Cost.
Select Percent Complete Hours on the Columns tab. |
| Expense Percent Complete | Project Summary Report
Select Percent Budget Expended on the Columns tab. |
| Expense Percent Complete @ Cost | Project Summary Report, with
Report at set to
Cost.
Select Percent Budget Expended on the Columns tab. |
| Expense Percent Complete (Dir) | Project Summary Report |
| Expense Percent Complete (Dir) @ Cost | Project Summary Report, with Report at set to Cost. |
| Compensation | Project Summary Report
Select Compensation on the Columns tab. |
| Reimb Allowance | Project Summary Report
Select Reimbursable Allowance on the Columns tab. |
| Consultant Fee | Project Summary Report
Select Consultant Fee on the Columns tab. |
| Budgeted Overhead Rate | The
Budgeted Overhead Rate is a multiplier, not an amount. To verify the Overhead amount itself, run the Project Summary Report with
Report at set to
Cost and check the Overhead row.
Whether or not you have run overhead allocation, DPS uses the amount specified:
|
| Project Specific Amount | Project Summary Report
Select Revenue Multiplier/Amount on the Columns tab. |
| Method Specific Amount | When you select this field for a revenue method formula, you are prompted to enter a value, which becomes a constant in the formula. |
| User-defined numeric field(s) | Project Summary Report |