iSite Help

Permissions/Access

Dynamic?

Performance Summary

Access to the Performance Summary Analysis Tool requires the Permission: View Task Financials and/or View Contract Financials

N/A

Contract

Contract is based on Permission: View Contract Financials

N/A

CLIN

CLIN is based on Permission: View Contract Financials

N/A

ROLE

Role is based on Permission: View Contract Financials

N/A

Task/Subtask

Task/Subtask is based on Permission: View Task Financials and Task Membership

N/A

Task Group

Task Group is based on Permission: View Task Financials and Task Group Membership

N/A

Acronyms and Definitions

Plan

Most recently approved Plan data. Plan values are bi-lateral agreements between the NASA Customer and the Contractor

N/A

Actuals

Actual Costs incurred.

N/A

ETC

Estimate to Completion. Also known as Forecast. This is the latest estimate of costs expected and can differ from the Plan.

N/A

EAC

Estimate at Completion of Project. Calculated by adding ITD Actuals and ETC for the balance of Period of Performance.

N/A

ITD

Incurred To Date and/or Inception to Date.

N/A

Performance Summary

Approved Plan Value

Total Approved Plan Value

NO

Total Funding

Obligated Funds + Pending Funding (See descriptions of these below)

NO

Actual Cost

Total Actual Cost Inception to Date

NO

Total Funding Remaining

Total Funding(Obligated Funds + Pending Funding)  - Actual Cost

NO

Estimate at Completion (EAC)

Total Cost estimated at completion of period of performance.

Calculation: Actuals (for Months prior to Selected Month)  +  Forecasted Value (for Selected & Future Months)

***Forecast Values are based on either Plan or ETC Estimates. Plan or ETC selected based on the most recent Estimate Effective Date.

YES

Period of Performance

Start and End Date for Subject Work as defined in the iSite Task Property

NO

Funding Level

Level Funding is applied (Task or Subtask)

NO

Historical Burn Rate

Calculation: (Actuals from inception thru Last Closed Financial Month)/(Sum of Working Days from Inception thru Last Closed Financial Month)
***Working Days are defined on the iSite Financial Month Calendar.  "Inception" is the first month which has actuals records.

YES

Forecasted Burn Rate

Calculation: (First Open Financial Month & Future Months Forecast) \ (Sum of Working Days for First Open financial Month & Future Months)
***Forecast Values are based on either Plan or ETC Estimates. Plan or ETC selected based on the most recent Estimate Effective Date.

YES

Baseline Plan Funding Requirements

Estimate At Completion (EAC)

Total Cost estimated at completion of period of performance.

Calculation: Actuals (for Months prior to Selected Month) + Forecasted Value (for Selected & Future Months)

***Forecast Values are based on either Plan or ETC Estimates. Plan or ETC selected based on the most recent Estimate Effective Date.

YES

Approved Plan Value

Total Value from the Time Phased Baseline Plan Table

NO

Obligated Funds

Sum of Obligated Funding. Does not include Funding in statuses Applying Funding, Awaiting Purchase Request, Awaiting Purchase Order.

NO

Pending Funding

Sum of Funding submitted in iSite but not yet Obligated or Published. This includes status of  "Funding Awaiting Review", "Awaiting Purchase Request" and "Awaiting Purchase Order"

NO

Total Funding

Obligated Funds + Pending Funding 

NO

Additional Funding Required to Complete 

Estimate At Completion (Based on Selected Month) - Total Funding

YES

Obligated Funding Run-Out Date

Approximate date Obligated Funds will be expended.

Calculation: Where the EAC and Obligated Funds Intersect on the Performance Graph (line not displayed).

*** If the Funding Run-Out Date is outside the 12 Months displayed, an approximate Month/Year will be provided.

YES

Total Funding Run-Out Date

Approximate date Total Funds (Obligated + Pending) will be expended.

Calculation: Where the EAC and Total Funding Intersect on the Performance Graph.

*** If the Funding Run-Out Date is outside the 12 Months displayed, an approximate Month/Year will be provided.

YES

Funding Run-Out Date Logic

A) IF: Total Funding is > EAC,     THEN: "EAC Fully Funded"

B) IF: Total Funding is 0,       THEN: "No Funding"

C) IF: EAC is > Funding in within the 12 Months displayed,     THEN: Use the latest date of occurrence

D) IF: 1) Total Funding is < Total EAC, & 2)Funding is > EAC for the 12 Months Displayed, 

         THEN:

 1) Calculate "Remaining Work Days": (Total Funding - Actuals thru selected Month -1)/Forcasted Burn Rate, 

 2)Use Cumulative Work Days by Month from Financial Month Calendar starting at the Selected Month.  When Future Cumulative Workdays for a month is > "Remaining Work Days" Report this Month as the Funding Run Out Date.

E) IF: EAC is > Funding for all 12 Months Displayed, 

          THEN: Display the the Greatest Month where (Funding is > than EAC), +1 Month

YES

Performance

Total Funding

Cumulative Total Funding by Month

YES

Baseline Plan

Cumulative Baseline Plan by Month

YES

EAC

Estimate at Completion of Month

YES

ITD Actual Cost

Cumulative Actual Cost by Month

YES

*Total Funding Run-Out Date

Projected Date when Costs will equal Total Funding. This is where EAC intersects Funding.

YES

***Note:

Month points on graph represent end of month.

N/A

Cumulative Summary

Total Funding

Obligated Funds + Pending Funding (Will only show breakout if user has funding permissions and Pending Funding option selected in report options.)

YES

Baseline Plan

Cumulative Baseline Plan by Month

YES

EAC

Estimate at Completion of Month

YES

ITD Actual Cost

Cumulative Actual Cost by Month

YES

*Dynamic? - Indicates if values represented are dynamic based on month selection.