Reviewing Amounts in Project Status Inquiry
The project amounts are summarized for the current reporting period of P01-02-96. Fremont Corporation set up the following PA periods:
| PA Periods
|
| PA Period
| Start Date
| End Date
|
| P12-01-95
| 27-NOV-95
| 03-DEC-95
|
| P12-02-95
| 04-DEC-95
| 10-DEC-95
|
| P12-03-95
| 11-DEC-95
| 17-DEC-95
|
| P12-04-95
| 18-DEC-95
| 24-DEC-95
|
| P01-01-96
| 25-DEC-95
| 31-DEC-95
|
| P01-02-96
| 01-JAN-96
| 07-JAN-96
|
| P01-03-96
| 08-JAN-96
| 14-JAN-96
|
| P01-04-96
| 15-JAN-96
| 21-JAN-96
|
| P01-05-96
| 22-JAN-96
| 28-JAN-96
|
| P02-01-96
| 29-JAN-96
| 04-FEB-96
|
| P02-02-96
| 05-FEB-96
| 11-FEB-96
|
| P02-03-96
| 12-FEB-96
| 18-FEB-96
|
| P02-04-96
| 19-FEB-96
| 25-FEB-96
|
| P03-01-96
| 26-FEB-96
| 03-MAR-96
|
| P03-02-96
| 04-MAR-96
| 10-MAR-96
|
| P03-03-96
| 11-MAR-96
| 17-MAR-96
|
| P03-04-96
| 18-MAR-96
| 24-MAR-96
|
Robinson reviews the transactions online in the Project Status Inquiry windows.
Initially, Robinson reviews the summary amounts for the entire project in the Project Status window. Only one row of summary actuals and budgets display on the Project Status window. Note the open commitment amount.
| EXHIBIT I:
| Initial Project Status View for First Reporting Period
|
| Current Period:
| P01-02-96
|
| Resource List:
| Labor by Employee and Job, Non-Labor by Expenditure Type
|
| Project
| PP Cost Budget
| PP
Actual Cost
| PTD Cost Budget
| PTD
Actual Cost
| YTD Cost Budget
| YTD
Actual Cost
| ITD Cost Budget
| ITD
Actual Cost
| Variance
| Cmt Amount
|
| PAR01
| 5,750
| 3,195
| 10,000
| 6,181
| 15,750
| 9,376
| 30,650
| 17,280
| 13,370
| 5,200
|
Then, using the 'Labor by Employee & Job, Non-Labor by Expenditure Type' resource list, Robinson drills down to the Resource Status window to view the major resource groups budgeted for the project. For each resource group, Robinson subsequently drills down again to the supporting second-level resources, actuals and budgets.
| EXHIBIT II:
| Initial Resource Status View
|
| Current Period:
| P01-02-96
|
| Resource List:
| Labor by Employee and Job, Non-Labor by Expenditure Type
|
| Resource
| PP Cost Budget
| PP
Actual Cost
| PTD Cost Budget
| PTD
Actual Cost
| YTD Cost Budget
| YTD
Act. Cost
| ITD Cost Budget
| ITD Act. Cost
| Variance
| Cmt Amount
|
| Labor
| 5,000
| 2,915
| 10,000
| 5,831
| 15,000
| 8,746
| 22,500
| 14,868
| 7,632
| -
|
| Travel
| -
| -
| -
| -
| -
| -
| 2,400
| 1,783
| 617
| -
|
| Outside
Services
| -
| -
| -
| -
| -
| -
| 5,000
| -
| 5,000
| 5,200
|
| In-house
Recoverables
| 750
| 280
| -
| 350
| 350
| 630
| 750
| 630
| 120
| -
|
| EXHIBIT III:
| Drilldown to Resources
|
| Current Period:
| P01-02-96
|
| Resource List:
| Labor by Employee and Job, Non-Labor by Expenditure Type
|
| Resource
| PP Cost Budget
| PP
Actual Cost
| PTD Cost Budget
| PTD
Actual Cost
| YTD Cost Budget
| YTD
Act. Cost
| ITD Cost Budget
| ITD Act. Cost
| Variance
| Cmt Amount
|
| Labor
| 5,000
| 2,915
| 10,000
| 5,831
| 15,000
| 8,746
| 22,500
| 14,868
| 7,632
| -
|
| Marlin, Amy
| -
| -
| -
| -
| -
| -
| 7,500
| 6,122
| 1,378
|
|
| Robinson, James
| -
| -
| -
| -
| -
| -
| -
| -
| -
|
|
| Sr. Consultant
| 5,000
| 2,915
| 10,000
| 5,831
| 15,000
| 8,746
| 15,000
| 8,746
| 6,254
|
|
| Travel
| -
| -
| -
| -
| -
| -
| 2,400
| 1,783
| 617
| -
|
| Air Travel
| -
| -
|
|
| -
| -
| -
| 1,783
| (1,783)
|
|
| Outside Services
| -
| -
| -
| -
| -
| -
| 5,000
| -
| 5,000
| 5,200
|
| Consulting
| -
| -
|
|
| -
| -
| -
| -
| -
| 5,200
|
| In-house Recoverables
| 750
| 280
| -
| 350
| 750
| 630
| 750
| 630
| 120
| -
|
| Computer
Services
| -
| 280
|
| 350
| -
| 630
| -
| 630
| (630)
| -
|
Robinson also wants to see employee utilization by organization. So, he selects an alternate resource list, 'Labor by Organization, Non-Labor by Expenditure Type'. Subsequently, he drills down from the Project Status window to the second-level resources on the Resource Status window.
| EXHIBIT IV:
| Alternate Organizational Drilldown to Resources
|
| Current Period:
| P01-02-96
|
| Resource List:
| Labor by Organization, Non-Labor by Expenditure Type
|
| Resource
| PP Cost Budget
| PP
Actual Cost
| PTD Cost Budget
| PTD
Actual Cost
| YTD Cost Budget
| YTD
Act. Cost
| ITD Cost Budget
| ITD Act. Cost
| Variance
| Cmt Amount
|
| Labor
| -
| 2,915
| -
| 5,831
| -
| 8,746
| -
| 14,868
| (14,868)
| -
|
| Data Systems
| -
| 2,915
| -
| 5,831
| -
| 8,746
| -
| 14,868
| (14,868)
|
|
| Travel
| -
| -
| -
| -
| -
| -
| -
| 1,783
| (1,783)
| -
|
| Air Travel
| -
| -
|
|
| -
| -
| -
| 1,783
| (1,783)
|
|
| Outside Services
| -
| -
| -
| -
| -
| -
| -
|
| -
| 5,200
|
| Consulting
| -
| -
|
|
| -
| -
| -
| -
| -
| 5,200
|
| In-house
Recoverables
| -
| 280
| -
| 350
| -
| 630
| -
| 630
| (630)
| -
|
| Computer
Services
| -
| 280
| -
| 350
| -
| 630
| -
| 630
| (630)
| -
|
