Field Report Worksheet Printing Field Report Worksheet Printing
This report is accessed through Field Reports. Press the Print Field Report Worksheets button and the following screen comes into view.
Click on any column header to sort the listed items. This will be useful when the list of reports has grown.
Add or Change (button)
To modify the information used in generating the report, press the Add button or highlight the desired report title and press the Change button. For more information, see Add or Change a Field Report Worksheet.
Press the Delete button and the following screen comes into view. Press the Yes button and the highlighted record will be deleted. If the No button is pressed, the program returns to the previous screen.
To print a report, press the Print button. For more information, see Printing Reports
Report Description: Field Report Worksheet
Report Sample: Field Report Worksheet
Note: If the message "Nothing to Print"comes into view when the print button is pressed, there are two main causes:
A. There is no information within the selected limits. Remove all limits, then reinsert the limits one at a time. If the report still will not print, insert a new report title.
B. No report title is selected. The report title is used to store the selected limits. A report title must be selected in order for the report to print.
This button closes the program and returns to the main screen.
Add or Change a Field Report Worksheet
To Add or Change a report, press the appropriate button and the following screen will come into view.
Report Title
The title of the report. Warning: The title is used to store the selected limits. If no title is entered for the report, the message "Nothing to Print" will come into view when trying to print the report.
Use this section to limit the report by Job. Use the Range setting to set a range of Job ID numbers. Use the List setting to specify a list of Jobs to be included.
Select Jobs (check box)
If this box is checked, the From and To fields will be accessible. The job number should be entered in the From and To fields for which cost codes should be listed. To enter only one job, enter that number in both the From and To boxes. The same applies for From and To Cost Codes.
From Job
Selects the first job in a range or a single job. Enter the number or press the lookup button and the Job Setup screen comes into view. Highlight the desired record and press the Select button.
To Job
Selects the last job in a range or a single job. Enter the number or press the lookup button and the Job Setup screen will come into view. Highlight the desired record and press the Select button.
From Cost Code
Selects the first cost code in a range or a single cost code. Enter the number or press the lookup button and the Cost Codes screen comes into view. Highlight the desired cost code and press the Select button.
To Cost Code
Selects the last cost code in a range or a single cost code. Enter the number or press the lookup button and the Cost Codes screen will come into view. Highlight the desired cost code and press the Select button.
Cost types
A single cost code may be broken down into six cost types. These cost types are: Labor, Materials, Subcontracts, Equipment, Burden, and General. Choose the desired categories by checking the box(es).
Code Groups (check box)
If this box is not checked, all code groups will be printed. This field allows the report to be printed for a list of groups only. To include selected groups, enter the groups in the Groups to be Included field. A list of up to 22 group codes may be entered. To clear the list, highlight the box and press the <Delete> key on the keyboard.
Job Category
Select the Job Category of the jobs for which the Field Report should be printed. This option allows the user to see only jobs of a certain category.
This option allows the inclusion or exclusion of inactive jobs from printing. Choose one of the three following options.
Active Jobs Only (radio button)
This option will only print Active Jobs. Active Jobs are jobs that are ongoing. For more information, see Job Setup.
Inactive Jobs Only (radio button)
This option will print just Inactive Jobs. Inactive Jobs are jobs that are not currently being worked on. For more information, see Job Setup.
All Jobs Active & Inactive (radio button)
This option will print both Active and Inactive Jobs.
Project Manager
This field allows the user to select from a list of Project Managers by which to limit the Field Reports. Press the down arrow to show the possible Project Managers.
Superintendent
This field allows the user to select from a list of Superintendents by which to limit the Field Reports. Press the down arrow to show the possible Superintendents.
Include Managers Marked Inactive (checkbox)
If this box is checked, then the pulldown lists for Project Manager and Superintendent will include Inactive employees.
New Page for each Job (check box)
This limit allows jobs to be printed continuously or to start each job on a new page. Check this box to start each job on a new page, or leave the box unchecked to print all jobs continuously
Print Estimated Quantity (check box)
The field report may be printed with or without estimated quantities. Check this box to print the quantity estimate information, or leave the box unchecked to not print the information.
Include Contract and Cost totals (check box)
Check this box to include a section on the report at the end of each job which shows the job contract information, total budget and cost information, and blanks for the project manager to enter manual projections for these numbers.
Readability Bars
Use this checkbox to indicate whether colored readability bars should be included on the report. Click the sample color rectangle and the following will appear:
Select the desired color and click the OK button.
Skip Codes Marked as 100% Complete (check box)
If this option is selected, all Cost Codes that are complete will not print on this report.
Completion Deadline
This is the date by which the Project Manager is supposed to complete and return the report. If a date is inserted here, and is a date in the future, that date will be displayed prominently at the top of the printed report.
Click this button to save the current settings and print the report immediately, without having to return to the Report Title browse window.
Report Description - Field Report Worksheet
The field report heading includes the report title and job number. A ‘DATE:’ field and a ‘BY:’ field are printed for the person filling out the report to write in. The Job Project Manager and Superintendent are included in the report head.
Cost Code Information
These columns contain the cost code, cost type and grouping code. Each phase group is listed under the phase code name.
Cost Code
The Cost Code is listed.
Description
This column contains the description or Cost Code name.
Budget
This column contains the budgeted quantity for each Cost Code. If the Cost Code is a subcontract, the name of the subcontractor is printed instead of a quantity. This column will be empty if budgets were not requested.
Quantity
Last Report
This column contains the last reported quantity for each Cost Code.
This Report
This column should be used to enter the current quantity in place for each Cost Code. This field only applies to material, general and some labor codes where the unit is something other than ‘HOURS.’ When these codes were entered through job entry, it was specified whether quantity updates were to be taken from invoices or field reports. Those codes for which field reports were specified will have a blank line printed in the field to allow the project supervisor to specify the current quantity used or installed.
Unit Name
This column contains the unit of measure for the quantity listed.
% Complete or Completion Cost
Last Report
This heading will vary depending on the method selected to estimate the cost to complete in System Tailoring. This is the last figure entered for this code from the last field report entered.
This Report
This column is used for the supervisor to write a current percent complete, final completion cost, additional cost-to-complete, or extra cost for that budget item, depending on the Completion Cost Method specified in Job Costing Setup. These figures will be used by the system as the most accurate base from which to derive cost projections and budget analysis.
Report Sample- Field Report Worksheet
