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Financial Rollups (Computed Fields)

The project Rollups section contains out-of-the-box computed fields that display calculated results from various areas of PPM Pro, such as forecasts/actuals from the project Financials section, timesheet actuals, and project budgets (and task-level estimates and actuals). This topic covers the rollup fields that relate to project financial entries.

Expense Rollups

As mentioned above, values from the project financial section feed the Expenses section of the Rollups page. Note the following:

  • Cash inflows (revenue entries) and outflows (expense entries) only will affect the Expenses section (budget, time not impacted)
  • Expense = outflow
  • Revenue = inflows
  • For existing customers who are using the task-level expenses, those will still continue to feed this section as well until you disable the legacy system.

Rollups/Expenses Field Definitions Table

 

  Estimates Actuals

Field Name

How Value is Derived from Financial Entries How Value is Derived from Legacy Task-level Expenses How Value is Derived from Financial Entries How Value is Derived from Legacy Task-Level Expenses
         
Billable Expense

N/A

Project-level expenses deal only with inflow revenue and outflow cost.

To mimic task billable expenses, use a pair of forecasts - one inflow for revenue and one outflow for cost. 

Estimated expenses associated with tasks that have a task "Billing Type" set to "Time & Material" or "Not to Exceed - $" N/A 

Actual expense entries marked "Is Billable?"

Non-Billable Expense

Forecasted outflows

Estimated expenses associated with tasks that have a task "Billing Type" set to "Non-Billable" or "Fixed Bid"

 

N/A Actual expense entries not marked "Is Billable?"
Capitalized Expense Cost Forecasted outflows marked as Capitalized Estimated expenses for tasks marked "Is Capitalized?" N/A Actual expense entries associated with tasks marked as "Is Capitalized?"
Non-Capitalized Expense Cost Forecasted outflows not marked as Capitalized Estimated expenses for tasks not marked "Is Capitalized?" N/A Actual expense entries associated with tasks not marked "Is Capitalized?"
Total Expense Cost Sum of all forecasted outflows Total estimated task expenses N/A Sum of actual expenses
Revenue Forecasted inflows

Estimated expenses associated with tasks that have a task "Billing Type" of "Time & Materials" or "Not to Exceed - $"

Actuals (associated with the forecasted inflows) Actual expense entries associated with tasks marked "Is Billable?"
Profit Revenue - Total Expense Cost Revenue - Total Expense Cost Total Actual Revenue (inflows) - Total Actual Expense Cost (outflows) Total Actual Expense Revenue - Total Actual Expense Cost
Margin Profit/Revenue Profit/Revenue  Total Actual Profit/Total Actual Revenue Total Actual Profit/Total Actual Revenue