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Production Feedback Report - JC
Make the following menu selections to display this tab:
Job Cost—Reports—Job Cost Reports—Production
Feedback
Use this page to print the Production Feedback report.
This report can be printed as part of a Series
of Reports.
Report Description
The Production Feedback Report shows the current production
and cost status of a job. It
prints for all currently selected EntitiesCompanies
in EntityCompany
ID order.
Using this report, Project Managers and Superintendents
can review what updates need to be made to the job:
- Final cost estimates
- Quantities
- Hours
- Committed costs (Refer
to About Committed Costs
for more information.)
- Pending and approved
change orders, including both the estimated costs and the income
This report can be printed and distributed to Project
Managers and Superintendents on a weekly or monthly basis. Normally, the
report would be handed in each week by the Project Superintendent to show
what work was completed that week. Project Managers can review the reports
once a month and use Job Cost to update the final cost data to be used
in percent complete calculations.
Note
that at the top of the printed report, there is a place to check either
Add Quantities or Replace Quantities to indicate how the printed report
is being used in the field.
To Print the Report
Refer to Job Costing
Reports Questions or the Reports Questions
Matrix for more information about the questions.
- From the Job Cost
menu, select Reports—Production
Feedback.
- Click Select
EntitiesCompanies.
Select the EntitiesCompanies
for which you want to print the report and click Save.
- From
the Cut
Off Date field, use the
to select a date, if desired. The default cut off date is the future date
of 12/31/9999.
- Select an option
for Include Jobs.
Options are: Open and Closed (default), Open, Closed.
If you select Closed, enter From and Thru dates in the new fields that
appear.
- (Optional) For the various From and Thru
fields (for Job,
Phase, and Cost), use the Lookup icon
for each field
to enter a starting and ending entry for the range.
To run the report for only one Job, Phase, or Cost Type, select the
same entry for the From and Thru fields.
- Select check boxes
for all cost
categories you want to include on the report. Options include:
All (default), Admin, Labor, Equipment, Material, Subcontract, Other.
- At Include
which cost activities, select an option:
All (default), All activities with postings between, Only activities
with postings between.
- Select a printing
format for the report:
Job totals, phase totals, and cost activity detail (default)
Job totals only
Job totals and phase totals
Job totals and cost activity detail.
- Check or uncheck
check boxes, as applicable, to
define how you want the report to print. Options include:
New page for each job - The default is unchecked. Check the
box if you want to print a new page for each job.
Select jobs by code - When checked, a list of User Codes with
Lookups appear so that you can select one or more active Job Cost User
Codes to report on. Refer to the list of Default
User Code labels for Job Cost for more information.
Include which items - The default is that all items are checked.
Uncheck any you do not wish to be included in the report. Options include:
All items
Dollar and percentage amounts
Quantity amounts
Hour amounts
Committed and buy out amounts
Include unapproved transactions - Check the box to include unapproved
transactions in the report. Uncheck to report on only approved transactions.
- Select one of the
following report printing options:
- PDF
Format: Print the report in PDF format for use in a PDF viewer,
such as Acrobat.
- Create
Spreadsheet: Prints the report in an Excel spreadsheet.
- Click Print.
If you selected Create Spreadsheet, you are prompted to open or save the
report Excel file. Otherwise, the report opens in PDF format.
See
Also
Reports
Introduction
About
Committed Costs