1. Job Cost Implementation Guide
  2. Examples of Totaling Methods with Summarize by Options

Examples of Totaling Methods with Summarize by Options

Suppose that you set up columns with these totaling methods:

  • Column 1: Sum

    Column 2: Average - Exclude Zero Amounts

    Column 3: Average - Include Zero Amounts

    Column 4: None (no totaling method)

The summary totals that the system displays in the Summary and Account Details subforms of the Project Status Inquiry form differ depending on the Summarize by option that you select.

Suppose that you run the process for a project and summarize the results using the Job summary option. The system displays the following information in the Project Status Inquiry form:

  • The Summary subform includes a line for each job in the project.

    • Column 1 includes totals that are the sum of amounts of all detail records.

    • Column 2 includes totals that are the average of all detail records excluding accounts with zero amounts.

    • Column 3 includes totals that are the average of all detail records including accounts with zero amounts.

    • Column 4 shows 0 (zero) for the total.

  • The Account Details subform includes a line for each account for the selected job. The system always applies the Sum totaling method to detail lines.

You can select a different summary option and resummarize the results. Suppose that you resummarize the results by the Supervisor, State, or Account Category Code options. When you resummarize the results, the values for the totals change. The system displays this information in the Project Status Inquiry form when you summarize by a factor that is associated with a job or account:

  • The Summary subform includes a line for each instance of the job summary option for all jobs in the project. If you also display job records, both the summary and job records display column amounts with the totaling method applied.

    The job and summary totals for the columns are:

    • Column 1 includes the sum of the amounts of all details records.

    • Column 2 includes totals that are the average of all detail records excluding accounts with zero amounts.

    • Column 3 includes totals that are the average of all detail records including accounts with zero amounts.

    • Column 4 shows 0 (zero) for the totals.

  • The Account Details subform includes a line for each account for the job option selected in the Summary subform. The system always applies the Sum totaling method to detail lines.