Costpoint Online Help

Using the Help Search
Using the Help Search
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    Ex."system administration"
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For more information:Searching Online Help

Reconcile Project Status Cost Summary

Use the Costpoint Planning reports to reconcile data on the Project Status Cost Summary report.

These reports include the following:

  • Project Status Cost Summary

  • Current Forecast

To reconcile the Costpoint Business Intelligence Project Status Cost Summary report with Costpoint Planning:

  1. Run the Project Status Cost Summary report in Costpoint Business Intelligence.
  2. Run the Project Status report in Costpoint Planning (Planning > Project Budgeting > Supplemental Reports).
  3. Compare the following:

    Costpoint Business Intelligence

    Costpoint Planning Report

    ITD Actual Amount

    Contract to Date Total Expense

  4. Run the Current Forecast report in Costpoint Planning (Planning > Project Budgeting > Active Level Reports).
    Note: This report must be run for the next period.
  5. Select Budget.
  6. Compare the following:

    Costpoint Business Intelligence

    Costpoint Planning Report

    Baseline Budget Amount

    The sum of Labor Cost, Non-Labor Cost, and Indirect Cost from the Bgt/EAC Total column

  7. In the Budget Type field, select EAC.
  8. Compare the following:

    Costpoint Business Intelligence

    Costpoint Planning Report

    Forecast Amount

    The sum of Labor Cost, Non-Labor Cost, and Indirect Cost from the Forecast Total column

  9. Verify that the ETC Amount total in the Project Status Cost Summary report in Costpoint Business Intelligence is equal to the Forecast Amount column less the ITD Actual Amount column in the same report.
    Note: Variance Amount and Variance Percentage are report calculations that can be verified independently once the other figures are confirmed against Costpoint Planning.