1. Job Cost Implementation Guide
  2. Project Status Inquiry (Release 9.2 Update)

Project Status Inquiry (Release 9.2 Update)

As you manage your project portfolio, you likely find that your projects change quite frequently. For example, your subcontractors might not show up at a job site, material and labor costs might fluctuate, equipment can break down, and weather can cause delays. You need to manage these frequent changes by adjusting your budgets and open commitments; and managing projected final, billing, and other amounts to ensure that each project is completed under budget and with maximum profitability.

You also need to manage the cash related to your projects. Revenues received and accounts unbilled affect how you allocate resources to your projects as much as on-the-job changes. Effective management of your projects requires you to have immediate insight into your projects, contracts, expenses, and cash.

By using project status inquiry, you define the data that you want to view. You can specify which associated ledger, budget, and billing amounts that you want to review for your projects and jobs; set additional parameters such as what data to display in a chart format; and with the click of a button, access data for your projects that show the relationships between the job, contract, billing amounts, and revenue.

The project status inquiry programs provide you the ability to view job and cost details in many configurations. You can set the parameters for the data that you want to view and then view the project and cost code details in the Project Status Inquiry form.

Using the project status inquiry programs, you can:

  • Define columns for the ledger and billing amounts that you want to view.

  • Group the column definitions into easy-to-use column layouts.

  • Customize and display indicators to alert you to amounts that exceed the thresholds that you specify.

  • View job, project, and billing data in detail or graph configurations on the Project Status Inquiry form.

  • View detailed job and billing data across multiple jobs, projects, and companies.

  • Specify the data to include in a chart in the Project Status Inquiry form.

  • Save the view of the job and billing records that you selected along with the values that the system calculated for the records.