Costpoint Online Help

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Redistribute Revenue

Use this screen to process the redistribution of revenue for all projects at one time.

This is the batch version of the Redistribute Revenue by Project screen. The two versions of Redistribute Revenue calculate the distribution of revenue differently. This screen uses cost-base revenue as the basis for distribution, while the Redistribute Revenue by Project screen uses allowable cost. Another difference between the two processes is the ability to manipulate the percentages of distribution on Redistribute Revenue by Project. This option is not available in this screen. Also, this screen calculates using YTD amounts, and the Redistribute Revenue by Project screen uses subperiod amounts.

If you do not use the redistribute process, the revenue shown on the Project Status Reports for some project nodes may seem incorrect. This happens because amounts that cannot be specifically linked to a particular node of the project (for example, fixed revenue formulas, revenue adjustments, and over ceiling amounts) are stored in the PROJ_SUM table at the revenue level of the project. Using this process, you can redistribute these plug amounts to the entire project.

The Redistribute Revenue process sums the YTD non-cost based adjustments at the level of the revenue formula as of the subperiod you have specified. This is the amount to redistribute. The process sums YTD cost-based revenue at the level of the revenue formula as of the subperiod you specify. This is the total basis. Each project, cost account, and organization is evaluated separately. The process sums YTD cost-based revenue for each project/cost account/organization as of the subperiod specified and divides this amount by the total basis to determine a ratio. This ratio, multiplied by the amount to redistribute, is the amount of non-cost based revenue this project/cost account/organization has YTD.

The program then subtracts the YTD allocation amount for this project/cost account/organization from the YTD amount that it has. The difference is the current subperiod reallocation amount.

The PROJ_SUM table, specifically the REALLOC_ACT_AMT and REALLOC_TGT_AMT columns, is updated with the additions/subtractions from the redistribution process.

Note: You cannot run this process unless you have run the Compute Revenue screen for the Subperiod selected. Initiate this process after you complete the Compute Revenue screen and before you execute the Post Revenue screen.

For more information, see the "Revenue Redistribution" topic.