Reviewing Profit Margins and Unbilled Cost Using PeopleSoft Fluid
Page Name |
Definition Name |
Usage |
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(none) |
View profit margins for your projects. |
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(none) |
View profit margins for the contracts where the project is listed on your My Projects List. |
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(none) |
View project costs that have not been billed or are work in progress for your projects. |
Use the Project Profit Margin (pivot) page to view profit margins for your projects.
Navigation:
This example illustrates the fields and controls on the Project Profit Margin (pivot) page.
![Project Profit Margin page](img/i7cb09f96n-7c94.png)
This page displays the profit margins for the projects that are on your Projects List Page. The Profit Margin groupings are determined on the Reporting Options - Reporting Groups Page.
Field or Control |
Description |
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Select the Options Menu icon to access these options:
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(item on chart) |
Select a project on the chart to view the grid below the chart for only the project selected. |
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Select the Related Actions icon to access these options:
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Use the Contract Profit Margin (pivot) page to view profit margins for the contracts where the project is listed on your My Projects List.
Note: This information is only available if you have PeopleSoft Contracts installed on your system.
Navigation:
This example illustrates the fields and controls on the Contract Profit Margin (pivot) page.
![Contract Profit Margin page](img/i7cb09f96n-7c98.png)
This page displays the profit margins for the contract projects on your Projects List Page. The profit margin groupings are determined on the Reporting Options - Reporting Groups Page.
Field or Control |
Description |
---|---|
|
Select the Options Menu icon to access these options:
|
(item on chart) |
Select a project contract on the chart to view the grid below the chart for only the contract selected. |
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Select the Related Actions icon to access the Notify Contract Administrator page, if one is entered for the contract. |
Use the Project Unbilled Cost WIP (pivot) page to view project costs that have not been billed or are work in progress for your projects.
Navigation:
This example illustrates the fields and controls on the Project Unbilled Cost WIP (pivot) page.
![Project Unbilled Cost WIP page](img/i7cb09f96n-7c90.png)
This page displays the projects that are on your Projects List Page. It is limited to the Project Costing business unit and currency specified on the Employee Self Service -My Preferences - Report Business Unit Page. The Aging Group is determined on the Reporting Options - Reporting Groups Page.
Note: This page does not show transactions that have been sent to PeopleSoft Billing.
Field or Control |
Description |
---|---|
|
Select the Options Menu icon to access these options:
|
(item on chart) |
Select a project on the chart to view the grid below the chart for only the project selected. Multiple rows for a project are based on the aging group specified on the Reporting Options - Reporting Groups Page. |
|
Select the Related Actions icon to access these options:
|
Days Unbilled |
Displays the number of days based on reporting options setup. Note: If your summarization template has a transaction date roll-up, then this is the dates that is considered for the Days Unbilled calculation. |