This appendix describes the measures and graphs that are used in project performance reporting.
This appendix covers the following topics:
Oracle Projects Performance Reporting provides predefined measures for cost and profitability. All of these measures appear in the performance overview of the project. In addition, you can use these measures to create your own custom measures.
The following table describes all predefined project performance reporting measures and indicates the pages on which they are displayed. The table has the following columns:
Measure: Indicates the name of the measure
Description and Formula: Describes the value for the measure and includes, where applicable, the calculation used to determine values for the measure
Project Overview: Indicates whether the measure is available on a project performance overview page
Task or Resource: Indicates whether the measure is available when you view project performance amounts for tasks or resources
To-Date: Indicates whether the measure is available when you view project performance amounts in a to-date view page and if available, for which specific to-date page
For example, the Planned Value measure is available on the period-to-date and inception-to-date pages. Possible values for this column are:
PTD: indicates that you can view the measure on the period-to-date page
QTD: indicates that you can view the measure on the quarter-to-date page
YTD: indicates that you can view the measure on the year-to-date page
ITD: indicates that you can view the measure on the inception-to-date page
All: indicates that you can view the measure on all the to-date pages of PTD, QTD, YTD, and ITD
None: indicates that you cannot view the measure on any of the to-date pages
Periodic: Indicates whether the measure is available when you view project performance amounts in a periodic view page
Values for Project Overview, Task or Resource, and Periodic columns in the tables can either be Yes or No.
Measure | Description and Formula | Project Overview | Task or Resource | To-Date | Periodic |
---|---|---|---|---|---|
% Complete | Actual Cost to Date / (Actual Cost to Date + ETC) | Yes | Yes | All | Yes |
% Spent | Burdened Cost / Current Budget Cost | Yes | Yes | All | Yes |
% Spent Effort | People Effort / Current Budget Effort | Yes | No | All | No |
% Spent Equipment Effort | Equipment Effort / Current Budget Equipment Effort | Yes | Yes | All | Yes |
% Spent People Effort | People Effort / Current Budget People Effort | Yes | Yes | All | Yes |
Accrued Revenue | Revenue recognized in GL | Yes | Yes | All | Yes |
Actual Cost | ACWP or cost-distributed burdened cost | Yes | Yes | All | No |
Additional Funding | Sum of funding amounts in all the funding lines with the funding classification of Additional | Yes | Yes | All | No |
Average Daily Rate | Revenue / Days [Total Actual Hours + FTE (Full Time Equivalent)] | Yes | Yes | All | No |
Backlog | Total net funding since inception to date - total revenue accrued since inception to date | Yes | No | All | No |
Backlog % of Total Funding | Backlog / Total Net Funding | Yes | No | All | No |
Backlog Days Remaining | (Backlog / ITD Revenue) * Days since Inception-to-Date | Yes | Yes | ITD | No |
Billable Cost | Total cost for all billable expenditure items in a contract project | Yes | Yes | All | Yes |
Billable Cost % of Total Cost | (Billable Cost / Burdened Cost) * 100 | Yes | No | All | No |
Billable Equipment Effort | Total hours from distributed actual cost entered with Billable flag checked | Yes | Yes | All | Yes |
Billable People Effort | Total hours from distributed timecards with Billable flag checked | Yes | Yes | All | Yes |
Billable Equipment Effort % | (Billable Equipment Effort / Equipment Effort) * 100 | Yes | No | All | No |
Billable People Effort % | (Billable People Effort / People Effort) * 100 | Yes | No | All | No |
Billed Amount | Total invoiced amount interfaced to AR | Yes | No | All | No |
Burden Cost | Distributed burden cost | Yes | Yes | All | No |
Burdened Cost | Total distributed cost | Yes | Yes | All | Yes |
Burdened Cost + Committed Cost | Burdened Cost + Total Committed Cost | Yes | Yes | All | Yes |
Capital Cost % of Total Cost | Capitalizable Cost / Burdened Cost | Yes | Yes | All | Yes |
Capitalizable Cost | Total cost for all expenditure items in a capital project that can be capitalized | Yes | Yes | All | Yes |
Cash Paid | Value of cash receipts for the project derived from AR | Yes | No | All | No |
Cost Performance Index | CPI or Earned Value / Actual Cost | Yes | Yes | ITD | No |
Cost Variance | Burdened Cost - Current Budgeted Cost | Yes | Yes | All | Yes |
Cost Variance % | (Burdened Cost - Current Budget) / Current Budget | Yes | Yes | All | Yes |
Cost Variance from Original Budget | Burdened Cost - Original Budget | Yes | Yes | All | Yes |
Credit Memos | Total value of the credit memos issued | Yes | No | All | No |
Current Budget 2 Burdened Cost | Current baseline budget cost from secondary budget | Yes | Yes | All | Yes |
Current Budget 2 Equipment Effort | Equipment hours entered in secondary cost budget | Yes | Yes | All | Yes |
Current Budget 2 Margin | Current Budget 2 Revenue - Current Budget 2 Cost | Yes | Yes | All | Yes |
Current Budget 2 Margin % | Current Budget 2 Margin / Current Budget 2 Revenue | Yes | Yes | All | Yes |
Current Budget 2 People Effort | Labor hours entered in the secondary cost budget | Yes | Yes | All | Yes |
Current Budget 2 Raw Cost | Current baseline budget raw cost from secondary budget | Yes | Yes | All | Yes |
Current Budget 2 Revenue | Current baseline budget 2 revenue | Yes | Yes | All | Yes |
Current Budget Burdened Cost | Current baseline budget cost | Yes | Yes | All | Yes |
Current Budget Cost Variance from Original Budget | Current Budget Cost - Original Budget Cost | Yes | Yes | All | Yes |
Current Budget Cost Variance % from Original Budget | Current Budget - Original Budget | Yes | Yes | All | Yes |
Current Budget Equipment Effort | Equipment hours entered in current baseline cost budget | Yes | Yes | All | Yes |
Current Budget Margin | Current Budget Revenue - Current Budget Cost | Yes | Yes | All | Yes |
Current Budget Margin % | Current Budget Margin / Current Budget Revenue | Yes | Yes | All | Yes |
Current Budget Margin % Variance from Original Budget | Current Budget Margin % - Original Budget Margin % | Yes | Yes | All | Yes |
Current Budget Margin Variance from Original Budget | (Current Budget Margin - Original Budget Margin) / Original Budget Margin | Yes | Yes | All | Yes |
Current Budget People Effort | Labor hours entered in current baseline cost budget | Yes | Yes | All | Yes |
Current Budget Raw Cost | Current baseline budget raw cost | Yes | Yes | All | Yes |
Current Budget Revenue | Current baseline budget revenue | Yes | Yes | All | Yes |
Current Budget Revenue Variance from Original Budget | Current Budget Revenue - Original Budget Revenue | Yes | Yes | All | Yes |
Current Budget Revenue Variance % from Original Budget | (Current Budget Revenue Variance - Original Budget Revenue) / Original Budget Revenue | Yes | Yes | All | Yes |
Current Forecast Cost Variance from Prior Forecast | Variance between forecast burdened cost based on current forecast and the forecast burdened cost based on prior published forecast [(Current Forecast - Prior Forecast) / (Prior Forecast)] | Yes | Yes | All | No |
Current Forecast Effort Variance from Prior | Current Forecast Effort - Prior Forecast Effort | Yes | No | All | No |
Current Forecast Margin Variance from Prior Forecast | Variance between current forecast margin and margin based on prior published revenue and cost forecasts | Yes | Yes | All | No |
Current Forecast Revenue Variance from Prior Forecast | Variance in current forecast and the prior published forecast revenue | Yes | Yes | All | No |
Current Forecast to Prior Forecast Effort Variance | Current Forecast Effort - Prior Forecast Effort | Yes | No | All | No |
Days Sales Outstanding | Total billed receivables / (invoiced amount / number of days in the period) | Yes | No | ITD | No |
Earned Value | BCWP (Budget Cost x Physical % Complete for a task) | Yes | Yes | ITD | No |
Earned Value Cost Variance | CV or Earned Value - Actual Cost | Yes | Yes | ITD | No |
Earned Value Schedule Variance | SV or Earned Value - Planned Value | Yes | Yes | ITD | No |
Effective Labor Multiplier | Earned Revenue / Direct Labor Cost | Yes | Yes | All | Yes |
Equipment Burdened Cost | Burdened cost for equipment | Yes | Yes | All | Yes |
Equipment Effort | Billable Equipment Hours + Non-billable Equipment Hours | Yes | Yes | All | Yes |
Equipment Effort Variance % | (Forecast Equipment Effort - Current Equipment Effort) / Current Equipment Effort | Yes | Yes | All | Yes |
ETC | Forecast Burdened Cost - Burdened Cost | Yes | Yes | ITD | Yes |
ETC Equipment Effort | Estimate Equipment Hours At Complete - Total Equipment Hours | Yes | Yes | ITD | Yes |
ETC People Effort | Estimate Hours At Complete - Total Labor Hours | Yes | Yes | ITD | Yes |
ETC Raw Cost | ETC based on raw cost | Yes | Yes | ITD | Yes |
ETC Revenue | Revenue based on ETC figure | Yes | Yes | ITD | Yes |
Forecast Burdened Cost | Forecast Burdened Cost | Yes | Yes | All | Yes |
Forecast Cost Variance | Forecast Burdened Cost - Current Budget Cost) / Current Budget Cost | Yes | Yes | All | Yes |
Forecast Cost Variance % | (Forecast Burdened Cost - Current Budget Cost) / Current Budget Cost) * 100 | Yes | Yes | All | Yes |
Forecast Cost Variance from Original Budget | (Forecast Burdened Cost - Original Budget Cost) / Original Budget Cost | Yes | Yes | All | Yes |
Forecast Cost Variance to Prior Forecast | Variance between forecast burdened cost based on current forecast and the forecast burdened cost based on prior published forecast [(Current Forecast - Prior Forecast) / (Prior Forecast)] | Yes | Yes | All | No |
Forecast Equipment Effort | Total Equipment Hours + Forecast Equipment Hours | Yes | Yes | All | Yes |
Forecast Equipment Effort Variance % | (Equipment Effort - Current Budget Equipment Effort) / Current Budget Equipment Effort | Yes | Yes | All | Yes |
Forecast Margin | Forecast Revenue - Forecast Cost | Yes | Yes | All | Yes |
Forecast Margin % | Forecast Margin / Forecast Revenue | Yes | Yes | All | Yes |
Forecast Margin % Variance | Forecast Margin % - Current Budget Margin% | Yes | Yes | All | Yes |
Forecast Margin % Variance from Original Budget | Forecast Margin % - Original Budget Margin % | Yes | Yes | All | Yes |
Forecast Margin % Variance from Prior Forecast | Current Forecast Margin % - Margin % (based on prior published forecast revenue and cost) | Yes | Yes | All | No |
Forecast Margin Variance | (Forecast Margin - Current Budget Margin) / Current Budget Margin | Yes | Yes | All | Yes |
Forecast Margin Variance % | (Forecast Margin - Current Budget Margin) / Current Budget Margin | Yes | Yes | All | Yes |
Forecast Margin Variance from Original Budget | (Forecast Margin - Original Budget Margin) / Original Budget Margin | Yes | Yes | All | Yes |
Forecast People Effort | Total Labor Hours + Forecast Labor Hours | Yes | Yes | All | Yes |
Forecast People Effort Variance % | (Forecast People Effort - Current People Effort) / Current People Effort | Yes | Yes | All | Yes |
Forecast Revenue | Baseline forecast revenue for the entire project | Yes | Yes | All | Yes |
Forecast Revenue at Risk | Forecast revenue - Total Net Funding = 0 or > 0 | Yes | No | ITD | No |
Forecast Revenue Variance | Forecast Revenue - Current Budget Revenue | Yes | Yes | All | Yes |
Forecast Revenue Variance % | (Forecast Revenue - Current Budget Revenue) / Current Budget Revenue | Yes | Yes | All | Yes |
Forecast Revenue Variance from Original Budget | (Forecast Revenue - Original Budget Revenue) / Original Budget Revenue | Yes | No | All | No |
Funding Adjustments | Sum of funding amounts in all the funding lines with the funding classification of Correction or Transfer | Yes | No | All | No |
Funding Cancellations | Sum of funding amounts in all the funding lines with the funding classification of Cancellation | Yes | No | All | No |
Invoice Write-offs | Total value of the project invoice write-offs issued | Yes | No | All | No |
Margin | Revenue - Cost | Yes | Yes | All | Yes |
Margin % | Margin / Revenue | Yes | Yes | All | Yes |
Margin % Variance | Actual Margin % - Current Budget Margin % | Yes | Yes | All | Yes |
Margin Variance | Actual Margin - Current Budget Margin | Yes | Yes | All | Yes |
Margin Variance % | (Actual Margin - Current Budget Margin) / Current Budget Margin | Yes | Yes | All | Yes |
Next Invoice Date | Next invoice date derived from the billing setup | Yes | No | No | No |
Nonbillable Cost | Total cost for all expenditure items in a contract project that are nonbillable | Yes | Yes | All | Yes |
Nonbillable Cost % of Total Cost | (Nonbillable Cost / Burdened Cost) * 100 | Yes | Yes | All | Yes |
Nonbillable Equipment Effort | Total hours from distributed actual costs with Billable flag checked | Yes | Yes | All | Yes |
Nonbillable People Effort | Total hours from distributed timecards with Billable flag unchecked | Yes | Yes | All | Yes |
Noncapitalizable Cost | Total cost for all expenditure items in a capital project that cannot be capitalized | Yes | Yes | All | Yes |
Number of Cash Applications | Number of times cash has been allocated to the project | Yes | No | All | No |
Number of Invoices Issued | Number of customer invoices generated by the project. This figure can be used to calculate the average invoice value | Yes | Yes | All | No |
Original Budget 2 Burdened Cost | Original baseline budget cost from secondary budget | Yes | Yes | All | Yes |
Original Budget 2 Equipment Effort | Budget equipment hours based on secondary original budget | Yes | Yes | All | Yes |
Original Budget 2 Margin | Original Budget 2 Revenue - Original Budget 2 Cost | Yes | Yes | All | Yes |
Original Budget 2 Margin % | Original Budget 2 Margin / Original Budget 2 Revenue | Yes | Yes | All | Yes |
Original Budget 2 People Effort | Budget labor hours based on secondary original budget | Yes | Yes | All | Yes |
Original Budget 2 Raw Cost | Original baseline budget cost from secondary budget | Yes | No | All | No |
Original Budget 2 Revenue | Original baseline budget 2 revenue | Yes | Yes | All | Yes |
Original Budget Burdened Cost | Original baseline budget cost | Yes | Yes | All | Yes |
Original Budget Equipment Effort | Budget equipment hours based on original baseline budget | Yes | Yes | All | Yes |
Original Budget Margin | Original Budget Revenue - Original Budget Cost | Yes | Yes | All | Yes |
Original Budget Margin % | Original Budget Margin / Original Budget Revenue | Yes | Yes | All | Yes |
Original Budget People Effort | Budget labor hours based on original baseline budget | Yes | Yes | All | Yes |
Original Budget Raw Cost | Original baseline budget cost | Yes | No | All | No |
Original Budget Revenue | Original baseline budget revenue | Yes | Yes | All | Yes |
Original Funding | Sum of funding amounts in all the funding lines with the funding classification of Original | Yes | Yes | All | No |
Other Committed Cost | Cost from commitments other than supplier invoices, purchase orders, or purchase requisitions | Yes | Yes | ITD | Yes |
Outstanding Receivables | Total invoiced amount without receipts | Yes | No | All | No |
Past Due Receivables | Receivables amount due for more than the threshold number of days | Yes | No | ITD | No |
People Burdened Cost | Total cost from cost-distributed timecards | Yes | Yes | All | Yes |
People Effort | Billable Labor Hours + Non-billable Labor Hours | Yes | Yes | All | Yes |
People Effort Variance % | (People Effort - Current Budget People Effort) / Current Budget People Effort | Yes | Yes | All | Yes |
People Raw Cost | Raw cost of labor | Yes | Yes | All | Yes |
Physical % Complete | Equals work done on a task (from percent complete value entered against financial plan or calculated from the workplan) | Yes | Yes | ITD | No |
Planned Value | Current baseline budget cost from secondary budget (earned value or BCWS) | Yes | Yes | ITD | No |
Planned Value 2 | Current baseline budget cost from secondary budget (earned value or BCWS) | Yes | Yes | ITD | No |
Purchase Orders Committed Cost | Total cost from purchase order commitments | Yes | Yes | All | Yes |
Purchase Requisitions Committed Cost | Total cost from purchase requisition commitments | Yes | Yes | All | Yes |
Raw Cost | Distributed raw cost | Yes | Yes | All | Yes |
Revenue at Risk | ITD revenue - Total Net Funding = 0 or > 0 | Yes | No | ITD | No |
Revenue Variance | Actual Revenue - Current Budget Revenue | Yes | Yes | All | Yes |
Revenue Variance % | (Actual Revenue - Current Budget Revenue) / Current Budget Revenue | Yes | Yes | All | Yes |
Revenue Write-offs | Total value of the revenue write-offs issued | Yes | Yes | ITD | No |
Schedule Performance Index | SPI or Earned Value / Planned Value | Yes | Yes | ITD | No |
Supplier Invoices Committed Cost | Total cost from supplier invoice commitments | Yes | Yes | ITD | Yes |
To Complete Performance Index | (Current Budget - Earned Value) / (Current Budget - Actual Cost) | Yes | Yes | ITD | No |
Total Committed Cost | Cost from supplier invoices, purchase orders, purchase requisitions, and other commitments | Yes | Yes | ITD | Yes |
Total Net Funding | Original funding + additional funding + adjustments + cancellations | Yes | No | All | No |
Total Receivables Days Outstanding | (Total Billed Receivables / (Invoiced Amount / Number of Days in the period) | Yes | No | ITD | No |
Unbilled Cost | Total cost of billable expenditure items not billed | No | No | No | No |
Unbilled Receivables | Revenue recognized in GL for which invoice has yet to be generated and Billed flag set | Yes | No | All | No |
Unearned Revenue | Billed Amount - ITD Revenue | Yes | No | All | No |
Project Performance Reporting provides a set of predefined graphs that analyze cost, profit, and earned value information on a project.
You can use page personalization to add or remove graphs from any project performance report. Oracle Projects uses the following predefined graph types on project performance reporting pages:
Line Graphs: to display cumulative amounts over time or trends
Horizontal Bar Graphs: to display amounts and their components in a hierarchical structure
Vertical Bar Graphs: to compare amounts and percentage
The following table describes the graphs available on analysis reports for cost and the performance measures for each graph.
Graphs | Measures Included |
---|---|
Actual Cost by Period | Budget cost Total cost Forecast cost |
Actual Cost by Task, Resource | Budget cost Total cost Forecast cost |
Actual Effort by Period | Budget people effort Total people effort Forecast people effort |
Actual Effort by Task, Resource | Budget people effort Total people effort Forecast people effort |
Cost Billability by Period | Billable cost Non-billable cost |
Cost Billability by Task, Resource | Billable cost Non-billable cost |
Cumulative Actual Cost | Budget cost Total cost Forecast cost |
Cumulative Billability Cost | Billable cost Non-billable cost |
Cumulative Cost at Completion | Budget cost Total cost Forecast cost |
Cumulative Effort | Budget people effort Total people effort Forecast people effort |
Cumulative Effort at Completion | Budget people effort Total people effort Forecast people effort |
Cumulative Effort Billability | Billable people effort Non-billable people effort |
Effort Billability by Period | Billable people effort Non-billable people effort |
Effort Billability by Task, Resource | Billable people effort Non-billable people effort |
To-Date Actual Cost | Budget cost Total cost Forecast cost |
To-Date Actual Effort | Budget people effort Total people effort Forecast people effort |
To-Date Billable Cost | Billable cost Non-billable cost |
To-Date Billable Effort | Billable people effort Non-billable people effort |
The following table describes the graphs available on analysis reports for profit and the performance measures for each graph.
Graphs | Measures Included |
---|---|
Cumulative Margin | Budget margin Margin Forecast margin |
Cumulative Margin % | Budget margin % Margin % Forecast margin % |
Cumulative Margin % at Completion | Budget margin % Margin % Forecast margin % |
Cumulative Margin at Completion | Budget margin Margin Forecast margin |
Cumulative Revenue | Budget revenue Revenue Forecast revenue |
Cumulative Revenue at Completion | Budget revenue Revenue Forecast revenue |
Margin % by Period | Budget margin % Margin % Forecast margin % |
Margin % by Task, Resource | Budget margin % Margin % Forecast margin % |
Margin by Period | Budget margin Margin Forecast margin |
Margin by Task, Resource | Budget margin Margin Forecast margin |
Revenue by Period | Budget revenue Revenue Forecast revenue |
Revenue by Task, Resource | Budget revenue Revenue Forecast revenue |
To-Date Margin | Budget margin Margin Forecast margin |
To-Date Margin % | Budget margin % Margin % Forecast margin % |
To-Date Revenue | Budget revenue Revenue Forecast revenue |
The following table describes the graphs available on analysis reports for earned value and the performance measures for each graph.
Graphs | Measures Included |
---|---|
% Spent and % Complete | % Spent % Complete |
Cumulative Earned Value Variances | Schedule variance Cost variance Total cost (actual cost of work performed) |
Cumulative Planned Value, Earned Value and Actual Cost | Planned value (budgeted cost of work scheduled) Earned value (budgeted cost of work performed) Burdened cost (actual cost of work performed) |
Schedule and Cost Performance by Task | Earned value schedule variance Earned value cost variance |