Job Cost Summary Reports

This program option is used to look at summary information by cost, income or a comparison of the two. There are four different types of reports

The Job Cost Summary By Cost Type report is a brief summary of each of the jobs. It gives one line of information on each job. This information includes the job name, number and cost-to-date figures for Labor, Materials, Subcontracts, Equipment, Burden and General cost codes. These six figures are added together to give the total cost for the job. At the bottom of the report, each column is totaled for all jobs by cost type.

The Job Billing Income Summary report shows the original contract, current contract, amount billed, retention held, amount received and amount remaining on a job or contract.

The Comprehensive Job Summary is a one-page all-inclusive summary of the job. This report features a Profitability summary, a Cash Position summary, an Earned vs. Billed summary and a Cost Breakdown by cost type.

Click on any column header to sort the listed items. This will be useful when the list of reports has grown.

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 Summary Report

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.

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, one at a time, reinsert the limits. 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.

1.	Report Description: Job Cost Summary by Cost Type
	Report Sample: Job Cost Summary by Cost Type
2.	Report Description: Job Billing Income Summary
	Report Sample: Job Billing Income Summary
3.	Report Description: Cost vs Billing Summary
	Report Sample: Cost vs Billing Summary
4.	Report Description: Comprehensive Job Summary
	Report Sample: Comprehensive Job Summary
	Report Description: Work in Progress Listing
	Report Sample: Work in Progress Listing

To Add or Change a Summary Report, press the appropriate button and the following screen will come into view. This screen displays the possible limits that may be set. No limits should be set if a complete listing of all jobs is desired. Several limits may be set to narrow the list down to a very small range of jobs.

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.

If this option is selected, only the User listed in the User field can change or delete this 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 the All radio button to ignore Job reporting limits. Select Range to enter a range of Jobs in the From and To fields. Select List to report on a list of selected Jobs.

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.

Selects the last 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.

If the List radio button is selected, this button will be available. The following screen will come into view when the Edit Job List button is pressed.

Use the arrows to move Jobs from the Available list to the Included list. All Jobs in the Included Records section will be included on the report. Use the tabs to sort each section by Job Number or by Job Name.

Use these buttons to save the current list of included records for future use, or to retrieve a previously saved list. See Saved Report Limit Lists for more details.

If this box is checked, Jobs included in the Bonding Reports will be included in the Summary Report.

If this box is checked, the system will sort the jobs by the user-defined classification that was set up in the Job Setup General tab.

Select the Job Billing Type of the jobs for which the Summary Report should be printed. This option allows the user to see only jobs of a certain billing type.

Select the Job Category of the jobs for which the Summary Report should be printed. This option allows the user to see only jobs of a certain category.

This option allows the user to limit the report by Project Manager. Press the down arrow button to select from a list of Project Managers.

This option allows the user to limit the report by Superintendent. Press the down arrow button to select from a list of Superintendents.

If this box is checked, then the pulldown lists for Project Manager and Superintendent will include Inactive employees.

This option allows the user to limit the report by Salesman. Press the down arrow button to select from a list of Salesmen.

This option allows the user to limit the report by Foreman. Press the down arrow button to select from a list of Foremen.

This option allows the user to limit the report by Estimator. Press the down arrow button to select from a list of Estimators.

Select the Job Category of the jobs for which the Job Listing should be printed. This option allows the user to see only jobs of a certain category.

This section allows the selection of Customers for which the report should be printed. The name or number of the first and last Customers desired should be entered. If information is desired for only one Customer, that Customer's Name or Number should be entered in the From and To fields.

Select the All radio button to ignore Customer reporting limits. Select Range to enter a range of Customers in the From and To fields. Select List to report on a list of selected Customers.

Enter the customer number, or press the lookup button and the Customer Entry screen comes into view. Highlight the desired customer and press the Select button. The program will return to the previous screen.

Enter the customer number or press the lookup button and the Customer Entry screen comes into view. Highlight the desired customer and press the Select button. The program will return to the previous screen.

Click the Edit Customer List button to add or remove Customers from the list of Customers to be included in the report. The following screen will come into view.

All Available Customers that are not included in the list are displayed in these columns.

All Included Customers are listed in these columns. Use the arrows to move selected records or all records between the Available and Included areas

Use these settings to limit the report to jobs with a job date that falls within a specified range of dates.

Select the type of date upon which the limit will be based. Select "No Job Date Limit" if no date limit is desired; otherwise, select the type of date to be used for the limit. All the dates listed are accessible through the Job Setup program.

If a date type is selected, the date ranges defined on the next lines are enabled. To limit the jobs to a range of dates, enter the first and last dates of the desired range. To limit jobs to a single date, enter that date in both the From and To fields.

Selects the first date in a range of dates or a single date. Enter the date or press the lookup button and a Calendar will come into view. Highlight the correct date and press the OK button.

Selects the last date in a range of dates or a single date. Enter the date or press the lookup button and a Calendar will come into view. Highlight the correct date and press the OK button.

This field is only available if Departmentalize was selected in Accounting Options Setup. Click the arrow to open the field and select the desired Department.

Costs by Type (radio button)
Billing & Income (radio button)
Costs vs. Billing (radio button)
Comprehensive (radio button)
Work in Progress (radio button)
WIP by Manager (radio button)

If the Comprehensive format is selected, this option will be enabled. This allows the user to specify how the "Estimated Total Cost" or "Projected Cost" figure will be calculated for the job.

If this option is selected, the system will calculate the projected cost by totalling the calculated projected costs of each of the budgeted cost codes on the job. For each budget line item, the projected cost is derived from the current budget, the cost to date, and either the reported percent complete or the reported cost to complete.

If this option is selected, the system will ignore the system-generated projected costs, and instead use the "Estimated Total Cost" figure entered by the user in the Changing Job Parameters window.

If this option is selected, the system will ignore the system-generated projected costs and the user-supplied "Estimated Total Cost" figure, and instead use the total of the Current Budget amounts for all the budgeted cost codes.

If the Select Dates box is not checked, all dates will be included on the report.

Activates the ranges defined on the next lines if the box is checked. This option may be used to limit transactions to a particular date or range of dates. To limit transactions to a particular range of dates, enter the first and last dates of the desired range. To limit transactions to a single date, enter that date for both the From and To fields.

Selects the first date in a range of dates or a single date. Enter the date or press the lookup button and a Calendar will come into view. Highlight the correct date and press the OK button.

Selects the last date in a range of dates or a single date. Enter the date or press the lookup button and a Calendar will come into view. Highlight the correct date and press the OK button.

If this box is checked, the system will use the figures from the last field reports. If this box is not checked, the system assumes that the last field report entries are not current and should not be used.

This option is only available on Comprehensive Summary Reports. If this box is checked, the paid out amounts will be included on the report.

This options is only available on Work In Progress Reports. If this box is checked, Change Orders will be included in the report.

This option is only available on Work in Progress Reports. If this box is checked, Notes will be included in the report.

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:

If this box is checked, the Job ID and Job Name of all printed jobs will be color coded according to their status. Active jobs will print in Black, inactive jobs will print in Green, and closed jobs will print in Red.

This option is only available on Work In Progress Summary Reports. If this box is checked, the report will include additional rows for Month to Date and Year to Date costs on each job.

If this box is checked, the Year to Date cost row will calculated Year to Date costs based on Fiscal Period, not Date.

This option is only available on Work In Progress Summary Reports. If this box is checked, the report will include Change Order figures..

This option is only available on Work In Progress Summary Reports. If this box is checked, the report will include job notes..

Specifies how the report is positioned on the page when printed. Portrait is the standard. Portrait is printed vertically.

Specifies how the report is positioned on the page when printed. Landscape is printed horizontally.

If the Select Fiscal Periods box is not checked, all fiscal periods will be printed.

Activates the ranges defined on the next lines. This option may be used to limit fiscal periods to a particular period or a range of periods. To limit fiscal periods to a particular range of periods, enter the first and last period number of the desired range. To limit transactions to a single fiscal period, enter that period number in both the From and To fields. Pressing the lookup button on the From and To fields will cause the Fiscal Period Maintenance screen to come into view. Highlight the correct period and press the Select button or the 'Enter' key. The program will return to the previous screen.

Selects the first period in a range of fiscal periods or a single fiscal period. Enter the fiscal periods or press the lookup button and the Fiscal Period Maintenance screen comes into view. Highlight the desired record and press the Select button.

Selects the last period in a range of fiscal periods or a single fiscal period. Enter the fiscal periods or press the lookup button and the Fiscal Period Maintenance screen comes into view. Highlight the desired record and press the Select button.

The report can include costs from sources other than the actual Cost to Date on the job.

Indicate whether costs from unposted timesheets should be included. If desired, costs from timesheets in repeating batches can be excluded.

Indicate whether costs from unposted A/P Invoices should be included. If desired, costs from invoices in repeating batches can be excluded.

Indicate whether income from unposted A/R Billings should be included. If desired, costs from billings in repeating batches can be excluded.

This option is only available if the Costs vs Billing summary type is selected. Specify which formula should be used to calculate the Gross Profit Percent column on the report.

Click this button to save the current settings and print the report immediately, without having to return to the Report Title browse window.

The Job Cost Summary by Cost Type report gives a listing of all costs on a job divided into labor, materials, subcontracts, equipment and general. A total for each job is listed as well as the total labor, equipment, subcontracts, materials and general for all jobs. The total for all jobs on all costs is also printed.

The Job Billing Income Summary report gives a listing of original contract, current contact, amount billed, retention held, amount received and amount remaining for each job. The total for all jobs in each category is also printed.

This report includes columns for contract, cost, billing information and a ‘Cash Margin’ column which reflects the amount received on the job less the costs to date. Here is a breakdown of the calculations used in the Cost vs Billing Summary report.

This report breaks down each job on one page. The breakdown includes sections for Profitability, Cash Position, Earned vs. Billed, and Job Breakdown.

This report breaks down each job by Cost Type. The breakdown includes the Estimated Cost versus the Actual Cost for each Cost Type. In addition the report lists the estimated percent complete versus the actual percent complete.