Loading
Because it has traditionally been a close activity. Assembling it needs sold value, cost and billed value from three systems, so it happens quarterly and explains rather than changes anything.
Revenue is contracted value and what has actually been invoiced. Cost is approved hours at real cost rates plus expenses coded to the project.
It does not include overhead. Direct margin is deliberately direct, because the moment overhead allocation enters, arguments about the allocation replace arguments about the project.
No — direct cost and direct revenue. Overhead is an accounting policy in Books.
As current as approved time and issued invoices.
Yes, by client, work type or delivery team.
Half an hour with your own data usually saves reading three of these. The guides will still be here afterwards.