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Project Estimate Review - JC
Make the following menu selections to display this tab:
Job Cost—Reports—Job Cost Reports—Project Estimate
Review
Use this page to print the Project Estimate Review report.
This report can be printed as part of a Series
of Reports.
Report Description
The Project Estimate Review report prints for all currently
selected EntitiesCompanies
in EntityCompany
ID order.
The report is used to analyze estimates for costs, quantities,
and hours. The report lists all three levels of estimates: original, change,
and final. The report also shows committed costs and buy out amounts.
At the top of the
report there is a Job setup summary that includes detail information about
the job.
Project Managers and Purchasing Agents can use the report
to control buy outs.
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—Project
Estimate Review.
- 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.
- (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.
- 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.
Descriptive listing only -
When checked, new options appear:
Job demographics and Cost activity
and descriptions (new options are checked by default). Uncheck
any option you do not want to use.
Print a second line - When checked, a drop-down list appears
with new options:
All the Above (default), Estimated
Cost Units, or Estimated Hours,
Workers Comp.
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