Question:
Where do the values in the Project WIP report come from?
Answer:
The values are a combination of amounts gathered from the Microsoft Dynamics SL (a.k.a. Solomon) tables, the Spitfire tables and on-the-fly calculations, as described in the following table. Note that calculations using previously gathered or calculated numbers are shown in italics.
Project WIP Report (located in Executive Folders)
| Column | Explanation |
| Current Contract | = sum(pjbhsrol.eac_amount) where (eac_amount = eac_amount fiscal period 1..eac_amount fiscal period x) and acct = Contract Value Account Category Type |
| Estimated Cost (EAC) | = sum(pjbhsrol.eac_amount) where (eac_amount = eac_amount fiscal period 1..eac_amount fiscal period x) and acct = Expense Account Category Types |
| Projected Margin | = (Current Contract – Estimated Cost) |
| Margin % | = (Current Contract – Estimated Cost) * 100 |
| Revenue Earned | = IF(Current Contract > Estimated Cost, then Current Contract * Calc % Completed) ELSE (Actual Cost + (Current Contract – Estimated Cost)) |
| Actual Cost | = Sum(pjactrol.amount_1…amount-12) where acct = Expense Account Category Type |
| Calc % Complete | = Actual Cost / Estimated Cost |
| Entered % Complete | = pjprojex.entered_pc |
| Job To Date (JTD) | |
| Earned Margin | Revenue Earned – Actual Cost |
| Billed to Date | = Sum(pjactrol.amount_1…amount-12) where acct = Billed to Date Account Category |
| Estimated Cost to Complete | = Estimated Cost – Actual Cost |
| Billing Backlog | = Current Contract – Revenue Earned |
| Over Billings | = IF(Billed to Date > Revenue Earned, then Billed to Date – Revenue Earned) ELSE 0 |
| Under Billings | = IF(Billed to Date < Revenue Earned, then Revenue Earned – Billed to Date) ELSE 0 |
| YTD (current) | |
| Revenue Earned | = Sum(pjactrol.amount_1…amount-12) where acct = Revenue Account Category Type |
| Actual Costs | = Sum(pjactrol.amount_1…amount-12) where acct = Expense Account Category Type |
| Earned Margin | = Revenue Earned YTD current – Actual Cost YTD current |
| YTD (prior) |
|
| Revenue Earned | = Revenue Earned (JTD) – Revenue Earned (YTD current) |
| Actual Costs | = Actual Cost (JTD) – Actual Cost (YTD current) |
| Earned Margin | = Revenue Earned YTD prior – Actual Cost YTD prior |
KBA-01402; Last updated: October 18, 2016 at 13:20 pm;
Keywords: WIP report values