Engagement Portfolio Report - Data Fields

In Projector a data field represents the information that you are interested in. For Excel Pivot Tables this information can be cross-referenced by the row and column fields to compile the data. In this image you see project profit organized by project name and month. Project Profit is the data field. Project Name is the row field. Month is the column field. If this sounds confusing, read our introductory article on pivot tables.

Data Fields

Field	Field Category	Description
% of Cost Budget Consumed	Budget Fields	% of Cost Budget Consumed
% of Time Budget Consumed	Budget Fields	% of Time Budget Consumed
Billing Adjusted % of Contract	Revenue Fields	Billing adjusted revenue as a percent of contract revenue
Billing Adjusted Rate	Revenue Fields	Actual or Projected Billing Rate after billing adjustments.
Billing Adjusted Revenue	Revenue Fields	Revenue after billing adjustments
Billing Days	Hours Fields	Number of billable days. Useful when you use daily billing.
Contract % of Standard	Revenue Fields	= Contract Rate / Standard Rate (Negotiated or planned discount percentage from Standard Rates)
Contract Rate	Revenue Fields	Planned or negotiated billing rate.
Contract Revenue	Revenue Fields	Revenue that would be earned if the Engagement were to realize its Contract Rates
CostActualAmount	Budget Fields
CostBudgetAmountDenominator	Budget Fields
Engagement Cost Budget	Budget Fields	Engagement Cost Budget
Engagement Time Budget	Budget Fields	Engagement Time Budget
ODC Client	Cost Fields	The amount that a client is (or will be) billed for other direct costs.
ODC Expense	Cost Fields	The amount of other direct costs that are expenses borne by the company.
ODC Markup %	Cost Fields	The markup (markdown if negative) percentage of other direct costs.
ODC Revenue	Revenue Fields	The amount of revenue earned from other direct cost markup or treatment as fees.
Other Direct Cost	Cost Fields	Also known as ODC. Out-of-pocket costs charged to the project.
Percent Complete	Percent Complete Fields	Percent Complete as calculated by your installation
Person Hours	Hours Fields	Assigned or Reported (Projected or Actual) work hours.
Project Margin	Profit Fields	= Project Profit / (System Revenue + ODC Revenue) (Project Profit expressed as a percentage of total revenue.)
Project Profit	Profit Fields	= System Revenue + ODC Revenue - Resource Direct Cost - ODC Expense (Gross profit, expressed as a monetary amount, left after accounting for the cost of the resources and unrecouped out-of-pocket expenses.)
ProjectMarginEncryptedDenominator	Profit Fields	= Project Profit / (System Revenue + ODC Revenue) (Project Profit expressed as a percentage of total revenue.)
ProjectMarginEncryptedNumerator	Profit Fields	= Project Profit / (System Revenue + ODC Revenue) (Project Profit expressed as a percentage of total revenue.)
Resource Direct Cost	Cost Fields	= Person Hours * Resource Direct Rate (Resource Direct Cost is also known as RDC)
Resource Direct Rate	Cost Fields	The per-resource, per-hour cost to the organization of the resource(s)
Resource Margin	Profit Fields	= Resource Profit / System Revenue (Resource Profit expressed as a percentage of System Revenue)
Resource Profit	Profit Fields	= System Revenue - Resource Direct Cost (Gross Profit, expressed as a monetary amount, left after accounting only for the cost of the resource(s)
Standard Rate	Revenue Fields	Billing rate based upon the standard rate card in effect for the Engagement's Cost Center.
Standard Revenue	Revenue Fields	Revenue that would be earned had the Engagement been billed at Standard Rates
System % of Billing Adjusted	Revenue Fields	System revenue as a percent of billing adjusted revenue
System % of Contract	Revenue Fields	= System Rate / Contract Rate (Write-down percentage – Due to difference in System Rate from Contract Rate)
System % of Standard	Revenue Fields	= System Rate / Standard Rate (Total percent difference between System Rate and Standard Rate)
System Rate	Revenue Fields	Actual or Projected Billing Rate after billing and revenue recognition adjustments.
System Rate after ODC	Revenue Fields	Actual or Projected Billing Rate after accounting for unrecouped out-of-pocket expenses.
System Revenue	Revenue Fields	Actual or Projected Revenue after billing and revenue recognition adjustments, and after dynamic adjustments based on percent complete.
System Revenue after ODC	Revenue Fields	= Person Hours * System Rate after ODC (Actual or Projected Revenue less any unrecouped out-of-pocket expenses.)
System Revenue after ODC % of Contract	Revenue Fields	= System Rate after ODC / Contract Rate (Total percent difference between System Rate after ODC and Contract Rate.)
System Revenue after ODC % of Standard	Revenue Fields	= System Rate after ODC / Standard Rate (Total percent difference between System Rate after ODC and Standard Rate)
System Revenue after ODC % of System	Revenue Fields	= System Rate after ODC / System Rate (Total percent difference between System Rate after ODC and System Rate.)
System Revenue Recognized	Revenue Fields	Actual Revenue after billing and revenue recognition adjustments.
TimeActualAmount	Budget Fields
TimeBudgetAmountDenominator	Budget Fields
Total Revenue	Revenue Fields	= System Revenue + ODC Revenue