The Unit Cost report is used to compare estimated unit costs to actual unit costs. The report provides weekly or period unit costs as well as job to date unit costs. Additionally, projected cost savings or overruns can be included on the report. You can also use the report to review labor and equipment productivity. The report prints for all currently selected EntitiesCompanies in EntityCompany ID order.

The Unit Cost report is used by Project Managers and Superintendents to review progress on their jobs.

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—Unit Cost.
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. For the next selections, check or clear check boxes, select buttons, or select from a drop-down list, as applicable, to define how you want the report to print.
10. At New page for each job - The default is unchecked. Check the box if you want to print a new page for each job.
11. At Calculate projected variance only if % complete is greater than the specified % - The default is checked and the default percentage in the field is 15.00, which is used in the calculation. Accept the default percentage, change the percentage, or uncheck the box and do not use this calculation.
12. At Print only items with a current variance over/under JTD budget by the specified %  - The default is unchecked. Check the box and enter a percentage if you want the system to print these items in the report.
13. At Include which cost information first choose to print one of these two options: Date Range (default) or None.
    Then, for Date Range, enter a From Date and a Thru Date.
14. At 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.
15. At Labor and equipment hours - Select an option to use for reporting of labor and equipment hours. Options are:
    Units Per Hour (default)
    Hours Per Unit
16. At Begin % complete calculation with - Select an option to specify how you want to begin the percent complete calculation:
    Cost Activity Input (default)
    Job Input
    Qty/Hrs/Dollars Calculation
17. At Include unapproved transactions - Check the box to include unapproved transactions in the report. Uncheck to report on only approved transactions.
18. 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.

19. 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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