This chapter contains these topics:
You can generate management summary reports to view the following types of information:
Period-sensitive account balance information for a selected job. The information can be viewed by job or cost code or broken down by units and labor.
Financial details of the subcontracts associated with your jobs.
Analysis of period sensitive information related to specific accounts over a given period of time.
Complete the following tasks:
Printing Summary by Cost Code
Printing Job Cost Analysis
Printing Unit Cost Analysis
Printing Labor Cost Analysis
Printing Contract Analysis for Job Cost
Printing Period Trend Analysis
Printing Job Status
From Job Cost (G51), choose Job Cost Reports
From Job Cost Reports (G5113), choose Summary by Cost Code
You can review date-sensitive account balance information for a specific job by cost code or cost type on the Summary by Cost Code report. The report includes the following details:
Actual amounts
Actual units
Budget amounts
Budget units
Committed amounts
Committed units
Projected final amounts
Projected final units
Remaining to complete values
Percentage of completion information
The following are examples of the Summary by Cost Code report.
Figure 24-1 Summary by Cost Code report (Example 1)
Figure 24-2 Summary by Cost Code report (Example 2)
From Job Cost (G51), choose Job Cost Reports
From Job Cost Reports (G5113), choose Job Cost Analysis
You can review date-sensitive account balance information for a specific job on the Job Cost Analysis report. The report includes the following details:
Actual amounts
Actual units
Budget amounts
Budget units
Committed amounts
Committed units
Projected final amounts
Projected final units
Remaining to complete values
Percentage of completion information
Percentage of completion information
Following is a sample report.
From Job Cost (G51), choose Job Cost Reports
From Job Cost Reports (G5113), choose Unit Cost Analysis
You can review date-sensitive account balance information for a specific job on the Unit Cost Analysis report. The report includes the following details:
Actual amounts
Actual units
Budget amounts
Budget units
Percentage of completion information
Projected final amounts and units
Projected over/under amounts and units
From Job Cost (G51), choose Job Cost Reports
From Job Cost Reports (G5113), choose Labor Cost Analysis
You can review date-sensitive account balance information for labor accounts related to a specific job on the Labor Cost Analysis report. The report includes the following details:
Actual amounts
Actual units
Budget amounts
Budget units
Committed amounts
Committed units
Projected final amounts
Projected final units
Remaining to complete values
Percentage of completion information
Below is an example of the Labor Cost Analysis report.
From Job Cost (G51), choose Job Cost Reports
From Job Cost Reports (G5113), choose Contract Analysis
You can review financial information related to the subcontracts associated with your jobs on the Contract Analysis report. The report includes the following details:
Budget amount
Associated contract extended amount
Invoiced amount
Paid amount
Retained amount
Percent invoiced
Percent retained
From Job Cost (G51), choose Job Cost Reports
From Job Cost Reports (G5113), choose Period Trend Analysis
You can review date-sensitive job cost information for selected accounts over a specified time interval on the Period Trend Analysis report. The report includes the following details:
Budget amounts and units
Actual amounts and units for selected intervals
Rolling totals for the interval
Rolling averages for the interval
Job-to-date amounts and units
Percent spent and percent complete information
Remaining amounts and units
Projected final amounts and units
Projected over/under amounts and units
You can specify an "as-of" date and an interval on which to report. The default interval is seven days for weekly reporting. The program treats the "as-of" date as the ending date of the reporting interval and uses the interval to calculate all prior dates.
In addition, you can use the processing options to compute different rates for comparing period information. Below is an example of the Period Trend Analysis report.
Figure 24-6 Period Trend Analysis Report
From Job Cost (G51), choose Job Cost Reports
From Job Cost Reports (G5113), choose Job Status Report
You can review date-sensitive account balance information for a job on the Job Status Report. You can use the processing option to determine how many decimal places print on the report. This is the scaling factor. If you want to include ledgers on the report, you must set them up as columns on Job Status Inquiry. You can also sequence the report by subsidiary or object.
Actual amounts
Budget amounts
Projects final amounts
Ledgers
Purchase order detail
Actual Detail
Level of detail
See Also:
Section 54.1, "Setting Up Job Status Inquiry" for more information on setting up ledgers in inquiry formats.