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Financial Reporting Fields

These fields are from the All report folder.

Field  Formula
Total Estimated Cost

 Task Estimate Cost (Role Rate * hrs) 

+ Forecast Outflows (Absolute Value)

Total Estimated Cost (Cap)

Tasks marked Is Capitalized 

Task Estimate Cost (Role Rate * hrs)

Forecasts marked Is Capitalized

+ Forecast Outflows (Absolute Value)

Total Estimated Cost (Non Cap)

Tasks not marked Is Capitalized

Task Estimate Cost (Role Rate * hrs)

Forecasts not marked Is Capitalized

+ Forecast Outflows (Absolute Value)

Total Forecast Entries Forecast Inflows + Outflows (Signed Value)
Total Forecast Cost

Staffing Demand Cost

+ Forecast Outflows (Absolute Value)

Total Child Actuals Amount

(Signed value) Sum of all actuals for a forecast

Material Expense Estimate

Finance Absolute Value (Forecast Outflow)

Expense Actual Cost (Total) (From the To Date related folder) Actual Cost Absolute Value (Actual Outflow)
Cost at Complete

(Task Labor Actual Cost (Labor Hrs * Rate(s))+ (Task Scheduled Resource Cost * HTC)

+ (Forecast Outflows Actuals + Forecast Actual Remaining) (Absolute Value)
 

Cost to Complete

(Task Hours to Complete * Resource internal cost rate)

+ (Forecast Outflow -  Actual Outflow) (Absolute Value)

Note: If result is less than 0 , then Cost to Complete = 0

Estimated Revenue

   Task Estimate Revenue  (Role Bill Rate * hrs) (for task Billing type Time or Not to Exceed)

+ Task Budgeted Revenue (Fixed Bid Billing Type)

+ Forecast Inflows (Absolute Value)

Expense: Actual Revenue 

(To Date folder)

Sum Finance Absolute Value (Actual Inflows)

Revenue to Complete

Non-Billable tasks return zero.

+ Time billing type: Remaining Resource Revenue

+  Fixed Bid Billable billing type: Budget Revenue - (Sum of all child Invoices of this task)

+  Billable/Not to Exceed billing type: Use the minimum of (Remaining Resource Revenue) or  (Budget  Revenue - Actual)

+  Project-level Finances: Revenue to complete = Forecast Revenue - Actuals Revenue 

Revenue at Complete

Task: Revenue at Complete + Project-level: Revenue at Complete

(the bolded items below are the elements that comprise the items in the above formula)

  • Task: Revenue at Complete = Task's Revenue to Complete + Task's Revenue Actual 
    • Task Revenue to Complete - see definition above
    • Task Revenue Actual =
      • If the task is not Fixed Bid, return (Actual Expense Revenue + Actual Hours Revenue)
        • Actual Hours Revenue = project total Time sheet entry revenue
      • If the task is Fixed Bid, return the sum of all child invoices associated with this task
  • Project: Revenue at Complete = Actuals Revenue + (Finance: Revenue to complete)
Total Actual Cost

Task Total actual cost (T&E)

+ Total Actual Outflows (Absolute Value)

Total Actual Cost (Cap)

Tasks marked Is Capitalized 

Task Total actual cost (T&E)

Actuals marked Is Capitalized

+ Total Actual Outflows (Absolute Value)

Total Actual Cost (Non Cap)

Tasks not marked Is Capitalized 

Task Total actual cost (T&E) 

Actuals not marked Is Capitalized

+ Total Actual Outflows (Absolute Value)

Total Actuals Entries (Total Actual Outflow + Total Actual Inflow) (Signed Value)
Demand Cost Staffing Demand Cost