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.

Refer to Job Costing Reports Questions or the Reports Questions Matrix for more information about the questions.

1. From the Job Cost menu, select Reports—Production Feedback.
2. Click Select EntitiesCompanies. Select the EntitiesCompanies for which you want to print the report and click Save.
3. From the Cut Off Date field, use the electronic calendar to select a date, if desired. The default cut off date is the future date of 12/31/9999.
4. 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.
5. (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.
6. Select check boxes for all cost categories you want to include on the report. Options include: All (default), Admin, Labor, Equipment, Material, Subcontract, Other.
7. At Include which cost activities, select an option:
   All (default), All activities with postings between, Only activities with postings between.
8. 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.
9. 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.
10. 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.

11. 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.

 

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