Project Contract Overview
Standard Filters
- Company
- Financial Company
- Project Contract
- Project Contract Program
- Project Contract Manager
- Include Advances
- Currency Type
- Cut-off
Charts
- Contract Overall Performance
- Revenue vs. Cost
- Project Contract Revenue vs. Cost Details
- Planned vs. Expected Profit
- Planned vs. Expected Profit by CLIN
- Funded vs. Invoiced Amount
- Funded vs. Invoiced Amount by CLIN
- Overdue Bills
- Overdue Bills by CLIN
Contract Overall Performance
The Contract Overall Performance chart is a traffic-based metric that provides a graphical view of the overall performance of the contract.
These traffic light indicators are available:
- Green: Contract is profitable
- Red: Contract incurs loss
KPIs | Current Profit | Expexted Profit | Overdues |
---|---|---|---|
Green | > = 0 | > = 0 | No |
Red | < 0 | < 0 | Yes |
- Current Profit = Revenue Recognized – Cost of Sales
- Expected Profit = Sum of all Contract Line Amounts – Estimated Budget at Completion
- Revenue Recognized = Sum of all the Interim Revenues Results by contract line
- Cost of Sales = Sum of all the Interim Costs Results by contract line
- Contract Amount = Sum of all the contract line amounts
- Estimated Budget at Completion (EAC) = Sum of all the EAC amounts for the projects linked to the contract line
Revenue vs. Cost
This chart is a bar chart that provides a graphical view of the recognized revenues and the corresponding cost of sales.
This chart also displays the cumulative values for Recognized Revenues, Cost of Sales and the Profit for a contract during a specific period.
- Cost
- The sum of Posted Primary Cost Calculated
- Revenue
- The sum of Posted Primary Recognized Revenue
- Profit
- Revenue Recognized - Cost of Sales
If the Revenue Recognized for a contract is greater than the Cost of Sales, the contract is profitable. If it is less than the Cost of Sales, the contract is in loss.
Click on a bar to go to the Project Contract Revenue vs Cost Details dashboard.
Planned vs. Expected Profit
This bar chart displays and enables users to compare the Planned Profit, Current Profit, and Expected Profit for different contracts.
This bar chart also enables users to compare the profit metrics for different contract lines.
A profit with a negative value indicates that the contract has incurred a loss.
- Planned profit
- Contract amount of all CLINs - Budgets of all related projects
- Expected profit
- Contract Amount of all CLINs - Estimate at completion of all related projects
- Current Profit
- Revenues recognized for all CLINs - Cost of sales for all CLINs
Click a bar in the bar chart to view the Planned vs. Expected Profit by CLIN metric.
Planned vs. Expected Profit by CLIN
This bar chart displays the Planned profit, Current profit, and Expected profit for the contract lines linked to the contract. It enables users to compare the profit margins for the various contract lines.
See "Planned vs. Expected Profit".
Funded vs. Invoiced Amount
This metric displays the Contract Amount, Funded Amount, and the Invoiced Amount for various contracts. The metric also displays the percentage of the funded amount that is invoiced to the business partner.
The invoiced amount is the revenue transaction that has undergone sales invoice processing. It does not include holdback and manual invoices. You can use the Include Advances check box in the settings to include or exclude advances in the invoiced amount.
Click on a bar to drill to "Funded vs. Invoiced Amount by CLIN".
Funded vs. Invoiced Amount by CLIN
This bar chart displays the Contract Amount, Funded Amount, and the Invoiced Amount for the contract lines linked to the contract. The chart also displays the percentage of the funded amount that is invoiced to the business partner.
Overdue Bills
This metric displays the overdue invoices against the invoiced amounts for a contract. Overdue invoices are the invoices that have the planned invoice date in the past and are yet to be invoiced. For example, installments with a planned invoiced date for the previous day, but that are not yet ready for sales invoice processing.
Click a bar on the chart to drill to "Overdue Bills by CLIN".
Overdue Bills by CLIN
This bar chart displays the overdue amounts and the billed invoice amounts for the contract lines linked to the specific contract. See "Overdue Bills".