Contract Line Items

The Contract Line Items search page finds contracts and reports key data about them. You can bring in metadata like Contract Terms, Holdback, and Engagement Manager. In addition, you can specify key performance indicators (KPIs) and flag them when user-defined thresholds are exceeded.

Your contract line item dashboard can be reached by navigating to https://app.projectorpsa.com/x/ContractLineItemSearch or by using the primary navigation to go to Project & Planning | Contract Line Items

Permissions and Settings

You can access this topic if you can view at least one Contract Line Item (CLI). You can view a CLI if:

You are the engagement manager for the CLI's engagement
You have the cost center permission View Projects for the CLI's cost center

You cannot add Profit columns to the smart grid unless you have the global permission Resource Direct Cost (RDC) Data.

Budget data displayed for contract line items comes from their associated projects.

Flex Search

You can search on the following fields.

Field	Category	Description
Client	Client	Clients as set up in your installation
Client UDFs	Client	User Defined Fields associated with the Client entity
Contract Line Item	Contract Line Item	Contracts defined in the engagement
Contract Line Item Code	Contract Line Item	CLI Code
Contract Line Item Name	Contract Line Item	CLI Name
Cost Contract Terms	Contract Line Item	One of the following Time and Materials Not to Exceed Fixed Price Non-chargeable
Time Contract Terms	Contract Line Item	One of the following Time and Materials Not to Exceed Fixed Price, Revenue Schedule Fixed Price, Percent Complete Non-chargeable
Time Contract Amount	Contract Line Item	Negotiated Time Contract Amount
Time Contract Amount (Reporting Currency)	Contract Line Item
Cost Contract Amount	Contract Line Item	Negotiated Cost Contract Amount
Cost Contract Amount (Reporting Currency)	Contract Line Item
Last Revenue Recognition Cutoff Date	Contract Line Item	Date up till when revenue is recognized
Revenue Recognition Method	Contract Line Item	Percent Complete method, RDC method, Contract Revenue Method
Holdback (Yes/No)	Contract Line Item
Holdback Type	Contract Line Item
Holdback Amount	Contract Line Item
Holdback Amount (Reporting Currency)	Contract Line Item
Holdback Percentage	Contract Line Item
Deferred Revenue Opening Balance	Contract Line Item
Deferred Revenue Opening Balance (Reporting Currency)	Contract Line Item
Engagement	Engagement
Engagement Code	Engagement
Engagement Cost Center	Engagement
Engagement Company	Engagement
Engagement Currency	Engagement
Engagement Manager	Engagement
Engagement Stage	Engagement
Engagement Type	Engagement
Engagement Type Productive (Yes/No)	Engagement
Billing Cycle	Engagement
Engagement UDFs	Engagement

Smart Grid

The smart grid is displayed in the lower half of the screen and shows your search results.

KPIs

Key Performance Indicators (KPIs) - If a field is marked as a KPI then you can set up a flag to turn the field red. For example, if project margin is below 75% then flag the cell red.

Edit your results grid to include a KPI field.
Click the white/blue arrow icon ( ) and an editor window will appear. Fill out the form.
Values that fulfill the criteria are colored red

Result Columns

Reporting Currency - you'll notice that some fields are duplicated, except that one field has "Reporting Currency" in parentheses after it. These fields will display a currency based on your search settings. For example, you might see Billing Adjusted Revenue (GBP). These fields are FX'd based on the settings in your Currencies and FX Rates Editor. If you want to see values in the engagement's natural currency, choose the version that does not include a currency after it. If you want to change the displayed currency, go to Options | Customize results grids | Reporting Currency.

User-Defined Fields - If your installation has user defined fields (UDFs), then you'll see these as options in your grid too. Each UDF will be preceded by its type. For example, the project UDF "Priority" would be listed as "Project Priority".

Billing

These fields have to do with whether the time cards, cost cards, or milestones are on an issued invoice.

Field	KPI	Description
% Unbilled Billing Adj Revenue	Yes	Percentage of actual time that has not yet been billed
Billed Billing Adj Revenue	Yes	Actual time that has been billed. For T&M/NTE contracts this will be the amount on issued invoices. For FP contracts it will be zero.
Billed Billing Adj Revenue (Reporting Currency)	Yes	Same as above, but FX'd to your specified currency (see grid options)
Billed Client Amount	Yes	Total client amount on invoiced cost cards
Billed Client Amount (Reporting Currency)	Yes	Same as above, but FX'd to your specified currency (see grid options)
Billed Milestone Amount	Yes	Total milestone amount on invoiced milestones
Billed Milestone Amount (Reporting Currency)	Yes	Same as above, but FX'd to your specified currency (see grid options)
Foregone Milestone Count	Yes	The number of foregone milestones
Late Milestone Count	Yes	The number of late milestones
Total Milestone Count		Thte total number of milestones
Unbilled Billing Adj Revenue	Yes	Total amount of time cards that are not yet on an issued invoice
Unbilled Billing Adj Revenue (Reporting Currency)	Yes	Same as above, but FX'd to your specified currency (see grid options)
Unbilled Client Amount	Yes	Total amount of cost cards that are not yet on an issued invoice
Unbilled Client Amount (Reporting Currency)	Yes	Same as above, but FX'd to your specified currency (see grid options)

Client

See the Client Editor to view/edit these values.

Field	KPI	Description
Primary Client Name		Client Editor
Primary Client Number		Client Editor
Client UDFs		User Defined Fields Editor

Contract Line Item

All of these settings are managed on the Engagement Contract Tab.

Field	KPI	Description
Contract Line Item Code		Engagement Contract Tab
Contract Line Item Name		Engagement Contract Tab
Cost Contract Amount	Yes	Engagement Contract Tab
Cost Contract Amount (Reporting Currency)	Yes	Same as above, but FX'd to your specified currency (see grid options)
Cost Contract Terms		Engagement Contract Tab
Holdback Amount	Yes	Engagement Contract Tab
Holdback Amount (Reporting Currency)	Yes	Engagement Contract Tab
Holdback Percentage	Yes	Engagement Contract Tab
Time Contract Amount	Yes	Engagement Contract Tab
Time Contract Amount (Reporting Currency)	Yes	Same as above, but FX'd to your specified currency (see grid options)
Time Contract Amount less Holdback	Yes	Engagement Contract Tab
Time Contract Amount less Holdback (Reporting Currency)	Yes	Same as above, but FX'd to your specified currency (see grid options)
Time Contract Terms		Engagement Contract Tab

Engagement

These settings are managed on the Engagement Info Tab.

Field	KPI	Description
Billing Cycle Name		Engagement Billing Tab
Engagement Code		Engagement Info Tab
Engagement Company Name		Engagement Info Tab
Engagement Company Number		Engagement Info Tab
Engagement Currency Code		Engagement Info Tab
Engagement Manager Display Name		Engagement Info Tab
Engagement Manager Email Address
Engagement Manager Employee ID
Engagement Manager First Name
Engagement Manager Last Name
Engagement Name		Engagement Info Tab
Engagement Primary Cost Center Name		Engagement Info Tab
Engagement Primary Cost Center Number		Engagement Info Tab
Engagement Stage Name		Engagement Info Tab
Engagement Stage Short Name
Engagement Type Billable (Yes/No)
Engagement Type Name		Engagement Info Tab
Engagement Type Productive (Yes/No)
Engagement Type Short Name
Engagement UDFs		Engagement Info Tab

Issues

Used when you have Project Workspaces enabled.

Field	KPI	Description
% Late Issues	Yes	Workspace Issues
% Open High Priority Issues	Yes	Workspace Issues
% Open Issues	Yes	Workspace Issues

Percent Complete

Your percent complete is based on approved hours worked up to your Use Actuals Through Date, the remaining booked hours after that date, and your percent complete calculation method.

Field	KPI	Description
% Complete	Yes

Performance to Cost Budget

Cost budgets are viewed on the Project Budget Tab. See Create a Cost Baseline to learn how to make a budget. See Engagement Type - Budgets Tab to learn how to set up default budgets.

Field	Budget Alert	Description
% of Budgeted Base Amt Remaining		Percentage of Base Amt budget remaining, using the actual to date method
% of Budgeted Client Amt Remaining		Percentage of Client Amt budget remaining, using the actual to date method
% of Budgeted Expense Amt Remaining		Percentage of Expense Amt budget remaining, using the actual to date method
% of Budgeted Primary Cost Metric Remaining		Percentage of budget remaining for the metric selected as the primary cost budget metric, using the actual to date method
% Variance to Budgeted Base Amt at Comp		Percentage variance to budget expected, using the estimate at completion method
% Variance to Budgeted Client Amt at Comp		Percentage variance to budget expected, using the estimate at completion method
% Variance to Budgeted Expense Amt at Comp		Percentage variance to budget expected, using the estimate at completion method
% Variance to Budgeted Primary Cost Metric at Comp		Percentage variance to budget expected for the metric selected as the primary cost budget metric, using the estimate at completion method
Actual Base Amt to Date		Actual costs expended to date, measured using disbursed amount (Amount that is put towards expenses, regardless of who pays for them)
Actual Base Amt to Date (Reporting Currency)
Actual Client Amt to Date		Actual costs expended to date, measured using client amount (Amount that the client is responsible for paying)
Actual Client Amt to Date (Reporting Currency)
Actual Expense Amt to Date		Actual costs expended to date, measured using expense amount (Amount that the company is responsible for paying)
Actual Expense Amt to Date (Reporting Currency)
Actual Primary Cost Metric to Date		Actual costs expended to date, measured using the set primary cost budget metric
Actual Primary Cost Metric to Date (Reporting Currency)
Base Amt at Comp		Actual plus projected costs, measured using base amount (Amount that is put towards expenses, regardless of who pays for them)
Base Amt at Comp (Reporting Currency)
Base Amt Budget Alert Level at Comp	Yes	(Actuals to date up to cutoff date + Projected thereafter) VS budgeted base amount at completion
Base Amt Budget Alert Level to Date	Yes	Actuals to date VS budgeted base amount to date
Budgeted Base Amt at Comp		Total budgeted Base Amount
Budgeted Base Amt at Comp (Reporting Currency)
Budgeted Base Amt Remaining		Costs that have been budgeted, but not yet expended to date, measured in disbursed amount; (BudgetedDisbursedAmountAtCompletion) - (ActualDisbursedAmountToDate)
Budgeted Base Amt Remaining (Reporting Currency)
Budgeted Client Amt at Comp		Total budgeted Client Amount
Budgeted Client Amt at Comp (Reporting Currency)
Budgeted Client Amt Remaining		Costs that have been budgeted, but not yet expended to date, measured in client amount; (BudgetedClientAmountAtCompletion) - (ActualClientAmountToDate)
Budgeted Client Amt Remaining (Reporting Currency)
Budgeted Expense Amt at Comp		Total budgeted Expense Amount
Budgeted Expense Amt at Comp (Reporting Currency)
Budgeted Expense Amt Remaining		Costs that have been budgeted, but not yet expended to date, measured in expense amount; (BudgetedExpenseAmountAtCompletion) - (ActualExpenseAmountToDate)
Budgeted Expense Amt Remaining (Reporting Currency)
Budgeted Primary Cost Metric at Comp		Total budgeted Amount in your primary cost budget metric
Budgeted Primary Cost Metric at Comp (Reporting Currency)
Budgeted Primary Cost Metric Remaining		Costs that have been budgeted, but not yet expended to date, measured in your primary cost budget metric;
Budgeted Primary Cost Metric Remaining (Reporting Currency)
Client Amt at Comp		Actual plus projected costs, measured using client amount (Amount that the client is responsible for paying)
Client Amt at Comp (Reporting Currency)
Client Amt Budget Alert Level at Comp	Yes	(Actuals to date up to cutoff date + Projected thereafter) VS budgeted client amount at completion
Client Amt Budget Alert Level to Date	Yes	Actuals to date VS budgeted base amount to date
Expense Amt at Comp		Actual plus projected costs, measured using expense amount (Amount that is put towards expenses, regardless of who pays for them)
Expense Amt at Comp (Reporting Currency)
Expense Amt Budget Alert Level at Comp	Yes	(Actuals to date up to cutoff date + Projected thereafter) VS budgeted expense amount at completion
Expense Amt Budget Alert Level to Date	Yes	Actuals to date VS budgeted expense amount to date
Primary Cost Budget Metric		Metric selected as primary cost metric for cost budget
Primary Cost Budget Unit of Measure		Currency
Primary Cost Metric at Comp		Actual plus projected costs, measured using Primary cost budget metric
Primary Cost Metric at Comp (Reporting Currency)
Primary Cost Metric Budget Alert Level at Comp	Yes	(Actuals to date up to cutoff date + Projected thereafter) VS primary cost budget metric amount at completion
Primary Cost Metric Budget Alert Level to Date	Yes	Actuals to date VS primary cost budget metric amount to date
Variance to Budgeted Base Amt at Comp		Variance to budget expected, using the estimate at completion method; (DisbursedAmountAtCompletion) - (BudgetedDisbursedAmountAtCompletion)
Variance to Budgeted Base Amt at Comp (Reporting Currency)
Variance to Budgeted Client Amt at Comp		Variance to budget expected, using the estimate at completion method; (ClientAmountAtCompletion) - (BudgetedClientAmountAtCompletion)
Variance to Budgeted Client Amt at Comp (Reporting Currency)
Variance to Budgeted Expense Amt at Comp		Variance to budget expected, using the estimate at completion method; (ExpenseAmountAtCompletion) - (BudgetedExpenseAmountAtCompletion)
Variance to Budgeted Expense Amt at Comp (Reporting Currency)
Variance to Budgeted Primary Cost Metric at Comp		Variance to budget expected, using the estimate at completion method for the primary cost budget metric
Variance to Budgeted Primary Cost Metric at Comp (Reporting Currency)

Performance to Time Budget

Time budgets are viewed on the Project Budget Tab. See Create a Time Baseline to learn how to make a budget. See Engagement Type - Budgets Tab to learn how to set up default budgets.

Field	Budget Alert	KPI	Description
% of Budgeted Billing Adj Revenue Remaining		Percentage of budget remaining, using the actual to date method
% of Budgeted Chargeable Hours Remaining		Percentage of budget remaining, using the actual to date method
% of Budgeted Contract Revenue Remaining		Percentage of budget remaining, using the actual to date method
% of Budgeted Hours Remaining		Percentage of budget remaining, using the actual to date method
% of Budgeted Primary Time Metric Remaining		Percentage of budget remaining, using the actual to date method
% of Budgeted RDC Remaining		Percentage of budget remaining, using the actual to date method	You cannot add this column to the smart grid unless you have the global permission Resource Direct Cost (RDC) Data.
% Variance to Budgeted Billing Adj Revenue at Comp		Percentage variance to budget expected, using the estimate at completion method
% Variance to Budgeted Chargeable Hours at Comp		Percentage variance to budget expected, using the estimate at completion method
% Variance to Budgeted Contract Revenue at Comp		Percentage variance to budget expected, using the estimate at completion method
% Variance to Budgeted Hours at Comp		Percentage variance to budget expected, using the estimate at completion method
% Variance to Budgeted Primary Time Metric at Comp		Percentage variance to budget expected, using the estimate at completion method
% Variance to Budgeted RDC at Comp		Percentage variance to budget expected, using the estimate at completion method	You cannot add this column to the smart grid unless you have the global permission Resource Direct Cost (RDC) Data.
Actual Billing Adj Revenue to Date		Actual time worked, measured in billing adjusted revenue
Actual Billing Adj Revenue to Date (Reporting Currency)
Actual Chargeable Hours to Date		Actual time worked, measured in chargeable hours
Actual Contract Revenue to Date		Actual time worked, measured in contract revenue
Actual Contract Revenue to Date (Reporting Currency)
Actual Hours to Date		Actual time worked, measured in hours
Actual Primary Time Metric to Date		Actual time worked, measured in primary time budget metric
Actual Primary Time Metric to Date (Reporting Currency)
Actual RDC to Date		Actual time worked, measured in Resource Direct Cost	You cannot add this column to the smart grid unless you have the global permission Resource Direct Cost (RDC) Data.
Actual RDC to Date (Reporting Currency)			You cannot add this column to the smart grid unless you have the global permission Resource Direct Cost (RDC) Data.
Billing Adj Revenue at Comp		Actual plus projected time, measured in billing adjusted revenue
Billing Adj Revenue at Comp (Reporting Currency)
Billing Adj Revenue Budget Alert Level at Comp	Yes	(Actuals to date up to cutoff date + Projected thereafter) VS budgeted BAR amount at completion
Billing Adj Revenue Budget Alert Level to Date	Yes	Actuals to date VS budgeted BAR amount to date
Budgeted Billing Adj Revenue at Comp		This is the same as your budget.
Budgeted Billing Adj Revenue at Comp (Reporting Currency)
Budgeted Billing Adj Revenue Remaining		Work that has been budgeted, but not yet delivered to date, measured in billing adjusted revenue; (BudgetedBillingAdjustedRevenueAtCompletion) - (ActualBillingAdjustedRevenueToDate)
Budgeted Billing Adj Revenue Remaining (Reporting Currency)
Budgeted Chargeable Hours at Comp		This is the same as your budget.
Budgeted Chargeable Hours Remaining		Work that has been budgeted, but not yet delivered to date, measured in chargeable hours; (BudgetedChargeableHoursAtCompletion) - (ActualChargeableHoursToDate)
Budgeted Contract Revenue at Comp		This is the same as your budget.
Budgeted Contract Revenue at Comp (Reporting Currency)
Budgeted Contract Revenue Remaining		Work that has been budgeted, but not yet delivered to date, measured in contract revenue; (BudgetedContractRevenueAtCompletion) - (ActualContractRevenueToDate)
Budgeted Contract Revenue Remaining (Reporting Currency)
Budgeted Hours at Comp		This is the same as your budget.
Budgeted Hours Remaining		Work that has been budgeted, but not yet delivered to date, measured in hours; (BudgetedHoursAtCompletion) - (ActualHoursToDate)
Budgeted Primary Time Metric at Comp		This is the same as your budget.
Budgeted Primary Time Metric at Comp (Reporting Currency)
Budgeted Primary Time Metric Remaining		Work that has been budgeted, but not yet delivered to date, measured in primary time budget metric;
Budgeted Primary Time Metric Remaining (Reporting Currency)
Budgeted RDC at Comp		This is the same as your budget.	You cannot add this column to the smart grid unless you have the global permission Resource Direct Cost (RDC) Data.
Budgeted RDC at Comp (Reporting Currency)			You cannot add this column to the smart grid unless you have the global permission Resource Direct Cost (RDC) Data.
Budgeted RDC Remaining		Work that has been budgeted, but not yet delivered to date, measured in resource direct cost; (BudgetedResourceDirectCostAtCompletion) - (ActualResourceDirectCostToDate)	You cannot add this column to the smart grid unless you have the global permission Resource Direct Cost (RDC) Data.
Budgeted RDC Remaining (Reporting Currency)			You cannot add this column to the smart grid unless you have the global permission Resource Direct Cost (RDC) Data.
Chargeable Hours at Comp		Actual plus projected time, measured using chargeable hours
Chargeable Hours Budget Alert Level at Comp	Yes	(Actuals to date up to cutoff date + Projected thereafter) VS budgeted Chargeable hours at completion
Chargeable Hours Budget Alert Level to Date	Yes	Actuals to date VS budgeted chargeable hours to date
Contract Revenue at Comp		Actual plus projected time, measured in contract revenue
Contract Revenue at Comp (Reporting Currency)
Contract Revenue Budget Alert Level at Comp	Yes	(Actuals to date up to cutoff date + Projected thereafter) VS budgeted Contract Revenue at completion
Contract Revenue Budget Alert Level to Date	Yes	Actuals to date VS budgeted Contract revenue to date
Hours at Comp		Actual plus projected time, measured in hours
Hours Budget Alert Level at Comp	Yes	(Actuals to date up to cutoff date + Projected thereafter) VS budgeted Hours at completion
Hours Budget Alert Level to Date	Yes	Actuals to date VS budgeted Hours to date
Primary Time Budget Metric		Metric set as the Primary time budget metric
Primary Time Budget Unit of Measure
Primary Time Metric at Comp		Actual plus projected time, measured in metric set as the Primary time budget metric
Primary Time Metric at Comp (Reporting Currency)
Primary Time Metric Budget Alert Level at Comp	Yes	(Actuals to date up to cutoff date + Projected thereafter) VS Primary Time budget metric at completion
Primary Time Metric Budget Alert Level to Date	Yes	Actuals to date VS budgeted Primary Time budget metric to date
Projected Task Hours to Complete		Yes
RDC at Comp		Actual plus projected time, measured in RDC	You cannot add this column to the smart grid unless you have the global permission Resource Direct Cost (RDC) Data.
RDC at Comp (Reporting Currency)			You cannot add this column to the smart grid unless you have the global permission Resource Direct Cost (RDC) Data.
RDC Budget Alert Level at Comp	Yes	(Actuals to date up to cutoff date + Projected thereafter) VS Budgeted RDC at completion	You cannot add this column to the smart grid unless you have the global permission Resource Direct Cost (RDC) Data.
RDC Budget Alert Level to Date	Yes	Actuals to date VS budgeted RDC to date	You cannot add this column to the smart grid unless you have the global permission Resource Direct Cost (RDC) Data.
Variance to Budgeted Billing Adj Revenue at Comp		Variance to budget expected, using the estimate at completion method; (BillingAdjustedRevenueAtCompletion) - (BudgetedBillingAdjustedRevenueAtCompletion)
Variance to Budgeted Billing Adj Revenue at Comp (Reporting Currency)
Variance to Budgeted Chargeable Hours at Comp		Variance to budget expected, using the estimate at completion method; (ChargeableHoursAtCompletion)- (BudgetedChargeableHoursAtCompletion)
Variance to Budgeted Contract Revenue at Comp		Variance to budget expected, using the estimate at completion method; (ContractRevenueAtCompletion) - (BudgetedContractRevenueAtCompletion)
Variance to Budgeted Contract Revenue at Comp (Reporting Currency)
Variance to Budgeted Hours at Comp		Variance to budget expected, using the estimate at completion method; (HoursAtCompletion) - (BudgetedHoursAtCompletion)
Variance to Budgeted Primary Time Metric at Comp		Variance to budget expected, using the estimate at completion method; measured in Primary time budget metric
Variance to Budgeted Primary Time Metric at Comp (Reporting Currency)
Variance to Budgeted RDC at Comp		Variance to budget expected, using the estimate at completion method; (ResourceDirectCostAtCompletion) - (BudgetedResourceDirectCostAtCompletion)	You cannot add this column to the smart grid unless you have the global permission Resource Direct Cost (RDC) Data.
Variance to Budgeted RDC at Comp (Reporting Currency)			You cannot add this column to the smart grid unless you have the global permission Resource Direct Cost (RDC) Data.

Profit

You cannot add Profit columns to the smart grid unless you have the global permission Resource Direct Cost (RDC) Data.

Field	KPI	Description
Project Margin at Comp	Yes	Project profit of actual plus projected time and costs as a percentage of revenue
Project Profit at Comp	Yes	Project profit of actual plus projected time and costs; (SystemRevenueAtCompletion) + (OdcRevenueAmountAtCompletion) - (ResourceDirectCostAtCompletion) - (ExpenseAmountAtCompletion)
Project Profit at Comp (Reporting Currency)	Yes

Rate Realization

Field	KPI	Description
% of Revenue Lost due to Write Downs at Comp	Yes	= (Contract Rate at comp- Billing Adjusted Rate at comp)/Contract Rate at Comp
Billing Adj Rate at Comp	Yes	Actual or Projected Billing Rate after billing adjustments, measured using estimate at completion method
Billing Adj Rate at Comp (Reporting Currency)	Yes
Contract Rate at Comp	Yes	Planned or negotiated billing rate, measured using estimate at completion method
Contract Rate at Comp (Reporting Currency)	Yes
Revenue Loss due to Write Downs at Comp	Yes	= Contract Revenue at comp - Billing Adjusted Revenue at completion
Revenue Loss due to Write Downs at Comp (Reporting Currency)	Yes
System Rate at Comp	Yes	Actual or Projected Billing Rate after billing and revenue recognition adjustments, measured using estimate at completion method
System Rate at Comp (Reporting Currency)	Yes

Revenue Recognition

Field	KPI	Description	New with March 2022 Release (March 12, 2022)
% of Time Contract Value Recognized	Yes	% of System Revenue that is Recognized.
System Revenue		Labor revenue that has been recognized plus labor revenue remaining to be recognized. At the CLI-level, for FP and NTE contract terms, System Revenue is typically the same as Time Contract Amount. Various slices of System Revenue (e.g. Actual System Revenue thru Cutoff, Projected System Revenue after Cutoff) rely on Dynamic System Revenue Allocation (DSRA) performed as of the Actuals Cutoff Date (ACOD) for this value.
System Revenue (Reporting Currency)		Same as the above, converted to the selected reporting currency.
Actual System Revenue thru Cutoff		Labor revenue on all approved Time cards thru the configured cutoff date (ACOD), based on the CLI's % completeness as of the same ACOD
Actual System Revenue thru Cutoff (Reporting Currency)		Same as the above, converted to the selected reporting currency.
Projected System Revenue after Cutoff		Labor revenue projected for booked hours after the configured cutoff date (ACOD), based on the CLI's % of completeness as of the same ACOD
Projected System Revenue after Cutoff (Reporting Currency)		Same as the above, converted to the selected reporting currency.
System Revenue Recognized		Labor revenue (system revenue) that has been through revenue recognition.	Yes
System Revenue Recognized (Reporting Currency)		Same as the above, converted to the selected reporting currency.	Yes
System Revenue Recognized thru Cutoff		Labor Revenue that has been recognized thru cutoff date, i.e. System Revenue for Time Cards as of the Actual Cutoff Date.
System Revenue Recognized thru Cutoff (Reporting Currency)		Same as the above, converted to the selected reporting currency.
Actual System Revenue to be Recognized thru Cutoff		This is labor revenue that has not yet been, but could be recognized. Time cards for this value include all approved cards between the Last Revenue Recognition Cutoff Date and the Revenue Recognition Cutoff Date selected for the next rev rec run.
Actual System Revenue to be Recognized thru Cutoff (Reporting Currency)		Same as the above, converted to the selected reporting currency.
Has Unapproved Time Cards?		Boolean field that is true when time cards after the Last Revenue Recognized Date and prior to the next rev rec run's Revenue Recognition Cutoff Date have the status of drafted, submitted, or rejected. These cards will not be part of the revenue recognition operation and their absence will impact percent complete calculations during revenue recognition.	Yes
Has Roles with Scheduling in Process?		Boolean field that is true when there is Scheduled Time (booked hours) after the Revenue Recognition Cutoff Date that has not been approved or finalized. The booked time on these roles will not be part of the revenue recognition operation and their absence will impact percent complete calculations during revenue recognition.	Yes
Has Time Cards Prior to Cutoff Date with No Revenue?		Boolean field that is true when there are Time Cards with no recognized revenue prior to the configured Revenue Recognition Cutoff Date. When a CLI has time cards prior to the cutoff date with no revenue (no recognized revenue), those cards have not been through revenue recognition.	Yes
Revenue Recognition Notifications		Consolidated notifications field that delivers warnings and contextual links to content of note for: Has Unapproved Time Cards? Has Roles with Scheduling in Process? Has Time Cards Prior to Cutoff Date with No Revenue	Yes

Task Planning

Field	KPI	Description
% Late Tasks at Comp	Yes	Percentage of tasks that actually were completed late or which are planned to be completed late
% Overbudget Tasks at Comp	Yes	Percentage of tasks that are already or will be over budget based on actual hours plus remaining hours
Remaining Task to Projected Hours Ratio	Yes	Ratio that expresses how accurate scheduled hours are as compared to task hours ( less than 1 indicates overstaffing, greater than 1 indicates understaffing); (ProjectedTaskHoursToComplete) / (ProjectedHoursToComplete)

Workflow

Field	KPI	Description
Created by Display Name
Created by Email Address
Created by Employee ID
Created by First Name
Created by Last Name
Created Timestamp
Last Updated by Display Name
Last Updated by Email Address
Last Updated by Employee ID
Last Updated by First Name
Last Updated by Last Name
Last Updated Timestamp
Task Plan Last Updated Timestamp