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Estimated Cost and Hours Report -
JC
Make the following menu selections to display this tab:
Job Cost—Reports—Job Cost Reports—Estimated
Cost and Hours
Use this page to print the Estimated Cost and Hours report.
This report can be printed as part of a Series
of Reports.
Report Description
The Estimated Cost and Hours report prints for all currently
selected EntitiesCompanies
in EntityCompany
ID order.
It is used to show a Job's current status of costs and
hours that are incurred as of a cutoff date, compared to an estimate.
The cutoff date amounts are subtracted from the estimates and shown as
the remaining amounts.
You can select to print the report for the Jobs, Phases,
and Cost Codes you identify. You can also include unapproved transactions.
The report is intended for Project Management and top
managers to be used as a detailed review.
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—Estimated
Cost and Hours.
- 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 - 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 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