Note: Depending on the choices on the Setup worksheet, some of these columns may not be visible. In addition, they may not be reordered or renamed at your site.
Data Source
In the Data Source table below,
 WBS = Workbreakdownstructure. If your site is integrated, the WBS is stored in Microsoft Dynamics SL; otherwise, it is stored in sfPMS.
 SF = Spitfire Project Management System.
 Original = Last posted Original Budget. If your site is integrated, the budget is stored in Microsoft Dynamics SL; otherwise, it is stored in Spitfire.
 EAC = Last posted EAC Budget. If your site is integrated, the budget is stored in Microsoft Dynamics SL; otherwise, it is stored in Spitfire.
 FAC = Last posted FAC Budget. If your site is integrated, the budget is stored in Microsoft Dynamics SL; otherwise, it is stored in Spitfire.
 Calc = Calculations on Data worksheet.
 User = User input.
 MSDSL = Actuals from Microsoft Dynamics SL (available for integrated sites only).
 Project Charge Entry = nonintegrated sites only
Data Source 

Description  Integrated  Nonintegrated  Notes  
Row Setup  Cost Codes  WBS  WBS  Cost Code ID 
Description  WBS  WBS  Cost Code Description  
Category  WBS  WBS  Account Category (Labor, Material, etc.)  
Billing Code  SF  SF  Billing Code  
Costing Method  SF  SF  By Cost Code (CP=Cost Plus, FP=Fixed Price, UP=Unit Price)  
Unit of Measure  WBS  WBS  LF=literal feet, SF=square feet, CY=cubic yards, HR=hours, etc.  
Projected  SF  SF  Election to use formulas to project FAC.  
Threshold  SF  SF  Minimum recorded costs to use formulas to project FAC  
Revenue  Original Revenue Budget  Original  Original  Project or Cost Code Revenue amount 
Posted CO Revenue  SF  SF  Posted Project Change Order Revenue amount  
Current Revenue Budget  Calc  Calc  Budgeted Revenue + PCO Revenue Revision  
Unposted CO Revenue  SF  SF  Unposted PCO Revenue amount  
Projected Revenue Budget  Calc  Calc  Revised Revenue + Pending PCO Revenue  
Actual Revenue  MSDSL  Project or Cost Code Revenue billed to date  
Budget  Original EAC  Original  Original  Initial anticipated Cost 
NonCO EAC Revisions  Calc  Calc  Current Revenue – (Original Revenue + Approved CO Revenue)  
Posted CO EAC Revisions  SF  SF  Recorded and Posted Change Orders  
CO Expense Risk  SF  SF  Expense amount from Change orders that have had expenses posted, but which have *not* had the corresponding revenue posted  
Current EAC  EAC  EAC  Original Budget + NonCO EAC Revisions + Approved CO EAC Revisions  
Pending COs EAC Revisions  SF  SF  COs with Verbal OK but not recorded in Microsoft Dynamics SL  
Potential Exposure  SF  SF  Sum of pending Commitments * the probability factor entered for each.  
EAC + Pending  Calc  Calc  EAC + Pending CO  
Manual EAC Change Type  User  User  User input (A or R)  
Manual EAC Change Amount  User  User  User input amount  
Original Change Results  Calc  Calc  Result of manual changes made to the Original amount. This column appears only if revisions will post to Original when approved.  
EAC Change Results  Calc  Calc  Result of manual changes made to the Current EAC amount. This column appears only if revisions will post to Current EAC when approved.  
Original Units  Original  Original  Initial anticipated Units  
Revision Units  EAC  EAC  Changes to Initial anticipated Units  
EAC Units  Calc  Calc  Original Units + Revision Units  
Manual EAC Change Units  User  User  User Input  
Original Unit Change Results  Calc  Calc  Result of manual changes made to the Original Units. This column appears only if revisions will post to Original when approved and if the Data worksheet includes units.  
EAC Units Change Results  Calc  Calc  Result of manual changes made to the EAC Units. This column appears only if revisions will post to Current EAC when approved and if the Data worksheet includes units.  
Composite Rate  Calc  Calc  EAC / EAC Units  
EAC Cost / Unit  Calc  Calc  Current Budget / EAC Units  
EAC Hours / Unit  Calc  Calc  Sum of Labor Account Codes / Cost Code Units  
EAC Units / Hour  Calc  Calc  Cost Code Units / Sum of Labor Account Codes  
Actuals  Vendor  SF  SF  Vendor responsible for Commitment item 
Original Commitment  SF  SF  Approved Commitments  
Approved CCO  SF  SF  Approved Commitment Change Orders  
Current Commitment  SF  SF  Approved Commitments + Approved Commitment Change Orders  
Pending Commitments  SF  SF  Sum of Commitment and Commitment Change Orders with a Pending status  
Approved Pay Request Total  SF  SF  Sum of Approved Pay Requests  
Approved Pay Request Retention  SF  SF  Sum of the Retention amount for Approved Pay Requests  
Approved Pay Request Net Pay  SF  SF  Approved Pay Request Total – Approved Pay Request Retention  
Pending Pay Request Total  SF  SF  Submitted but unapproved Pay Amount total  
Pending Pay Retention  SF  SF  Submitted but unapproved Pay Amount Retention total  
Remaining Commitment to Pay  SF  SF  Preprocess during data gathering to better reflect the total exposure based on a) status “closed” with or without remaining amounts, b) budget to actual, c) actual to pay request, d) actual to paid request. Notes: If the Commitment is completed, then the remaining amount for the Commitment is zero. If any Pay Request is marked final, then the remaining amount for this Commitment is zero. Otherwise, the current contract amount on each Item is compared to the amount paid on each Item. Overpayments are ignored and the sum is the remaining pay amount for the Commitment. 

Work Order Open  SF  SF  Sum of expense amounts on Field Work Order documents that have not yet been approved (i.e., Signoff date is empty)  
Work Order Closed  SF  SF  Sum of expense amounts on Field Work Order documents that have been approved (i.e., Signoff date contains a value)  
Work Order Open Units  SF  SF  Sum of quantity on Field Work Order documents that have not yet been approved (i.e., Signoff date is empty)  
Work Order Closed Units  SF  SF  Sum of quantity on Field Work Order documents that have been approved (i.e., Signoff date contains a value)  
Actual Cost to Date  MSDSL  Project Charge Entry  Actual cost posted to date  
Direct Charges  Nonintegrated: Sum of expense amounts on Charge Entry documents, regardless of status. Integrated with Microsoft DSL: Field remains zero because direct charges are counted along with all other actuals. 

Committed Cost to Date  MSDSL  Project Charge Entry  Actual committed cost posted to date  
Actual + Committed Cost  Calc  Calc  Actual Cost to Date + Committed Cost to Date (unless Committed amount less RemainingtoPay is greater than zero, then Actual is added to Committed minus RemainingToPay)  
Actual Prior Year  MSDSL  Actual expenses posted during the prior fiscal year  
Actual Prior Period  MSDSL  Actual expenses posted during the prior fiscal period (normally last month)  
Actual Current Year  MSDSL  Actual expenses posted during the current fiscal year  
Actual Current Period  MSDSL  Actual expenses posted during the current fiscal period (normally this month)  
Actual Units  MSDSL  Project Charge Entry  Integrated: Cost Code = Production Units; Account Category = Operational Units  
Declared Units  User  User  User input  
Actual Units Prior Year  MSDSL  Actual units posted during the prior fiscal year  
Actual Units Prior Period  MSDSL  Actual units posted during the prior fiscal period (normally last month)  
Actual Units Current Year  MSDSL  Actual units posted during the current fiscal year  
Actual Units Current Period  MSDSL  Actual units posted during the current fiscal period (normally this month)  
Actual Cost / Unit  Calc  Calc  Actual Cost to Date / Actual Units  
Actual Hours / Unit  Calc  Calc  Sum of Labor Account Codes cost / Cost Code Units  
Actual Units / Hour  Calc  Calc  Cost Code Units / Sum of Labor Account Codes cost  
Performance Factor  Calc  Calc  Actual Hours / Budget Hours  
% of EAC Spent  Calc  Calc  Actual + Committed / EAC  
% Complete  Calc  Calc  
% Complete Units  Calc  Calc  Actual Units / EAC Units  
Declared % Complete  User  User  User input  
Earned Value  Calc  Calc  Using the Cost Code % Complete, Cost Code Current Budget and Total Earned Value, computed by Cost Code  
Margin Amount  Calc  Calc  Current revenue – maximum amount in Current EAC, Actual + Committed or Actual Costs  
Margin %  Calc  Calc  Margin Amount / Current revenue  
Forecast  Forecasting Formulas are proprietary and vary based on the Cost Code’s Cost Method. For more information on these calculations, view the base formula on the status bar of the BFA while using the Forecast Data Entry form (see screen shot below table) or the “Form Columns” page in the Focus on Forecast and Analysis guide. For more information on Costing Methods, see the following Costing Method table.  
Calculated FAC  Calc  Calc  Systemgenerated Forecast calculation based on costing method  
Calculated FAC Units  Calc  Calc  Systemgenerated Forecast calculation based on costing method  
FAC Gain/Loss Amounts  Calc  Calc  Systemgenerated Forecast calculation based on costing method  
FAC Gain/Loss Units  Calc  Calc  Systemgenerated Forecast calculation based on costing method  
Last Posted Forecast Revenue  FAC  FAC  Posted Forecast Revenue from prior Forecast  
Working Forecast Revenue  User  User  The Current Revenue budget or a user entered amount  
Last Posted FTC  Calc  Calc  Working FTC from prior posted Forecast  
Working FTC  Calc  Calc  Calculation based on Costing Method OR user input  
Last Posted FAC  Calc  Calc  Working FAC from prior posted Forecast  
Working FAC  Calc  Calc  Calculation based on Costing Method OR manual override  
Working Units  Calc  Calc  Calculation based on Costing Method OR manual override  
Working Cost/ Unit  Calc  Calc  Working FAC / Working Units OR manual override  
Working Hour/ Unit  Calc  Calc  Sum of Labor Account Codes Working FAC / Working FAC Cost Code Units OR manual override  
Working Units /Hour  Calc  Calc  Working FAC Cost Code Units / Sum of Labor Account Codes Working FAC OR manual override  
Working Performance Factor  Calc  Calc  Working FAC Hours / Budget Hours OR manual override  
Last Posted FAC Units  FAC  FAC  Forecast Units from prior posted Forecast  
Last Posted % Complete  Calc  Calc  Working % Complete from prior posted Forecast  
Working % Complete  Calc  Calc  Calculation based on Costing Method & user input  
Working Gain/Loss  Calc  Calc  Calculation based on Costing Method & user input OR manual override  
Working Gain/Loss %  Calc  Calc  Calculation Row / Project total Gain/Loss  
Working Gain/Loss Units  Calc  Calc  Calculation based on Costing Method & user input  
Notes  User  User  User entered notes  
Tracking Notes  SF  SF  Information about who made a change when in the BFA workbook  
Date of Last Posting  MSDSL  The most recent transaction date of the sum amount  
Userdefined  User Calc Field 1 though 10  User  User  Userdefined columns 
User Save Text 1 and 2  User  User  Userdefined columns  
User Save Amount 1, 2 and 3  User  User  Userdefined columns 
Forecast formulas are displayed in Forecast mode when you use the Forecast Data Entry window.
Costing Methods
Costing Methods  Calc at Cost Code level 
Calc at Account Categories 

Integrated  Non Integrated  
Cost Plus – CP  Sum of the Account Categories  The greater of Current Budget or Actual + Committed  The greater of Current Budget or Current Commitment 
Fixed Price – FP  Sum of the Account Categories  If Projected:
– At or above Threshold — User Input (if it exist) — Or Current Budget / Actual + Committed. – Otherwise the greater of Current Budget or Actual + Committed.
If not Projected: – The greater of Current Budget or Actual + Committed – Or the User Input (if it exists) 
If Projected:
– At or above Threshold — User Input (if it exist) — Or Current Budget / Current Commitment. – Otherwise the greater of Current Budget or Current Commitment
If not Projected: – The greater of Current Budget or Current Commitment – Or the User Input (if it exists) 
Unit Pricing – UP  Sum of the Account Categories  If Projected:
– At or above Threshold — User Input (if it exists) — Or Current Budget / Actual + Committed – Otherwise the greater of Current Budget or Actual + Committed providing the Actual Units are less than the EAC units. – Otherwise the amount is factored by the overrun or user input of units
If not Projected: – The greater of Current Budget – or Actual + Committed – or the User Input (if it exists) 
If Projected:
– At or above Threshold — User Input (if it exist) — Or Current Budget / Current Commitment – Otherwise the greater of Current Budget – Or Current Commitment
If not Projected: – The greater of Current Budget – Or Current Commitment – Or the User Input (if it exists) 