Projected Cost Worksheet - Field Descriptions

Use the table below for reference when completing fields on this screen.

Fields

Descriptions

Selections

Job

Enter the number of the job to be included on this report. Entry is required.

Note: The default job number that displays is the last job number entered in this field during the current session. If you are accessing this screen for the first time during a session, this field will default to blank.

Phase

Cost type

Division

Enter the phase number, cost type, and division to include on the report. Click the drop-down arrows to view search windows.

Superintendent

Estimator

Project manager

Enter the job superintendent, estimator, and manager of jobs to include on the report.

Through period end date Fiscal year and Period

Enter the fiscal period through which the report should be printed, or press Enter for the current Job Cost processing date. The corresponding fiscal year and period display.

Include open commitments?

Select this checkbox to print open commitments in job-to-date costs. The open commitment calculation will include use tax recorded on purchase orders and job requisitions.

Include Payroll in progress?

Select this checkbox to include pre-time card entries and times card entries in cycle in Projected Cost Processing.

Include A/P invoices in progress?

Select this checkbox to include unapproved and unposted Accounts Payable invoices in Projected Cost Processing. This feature allows you to review job-related amounts including invoices that have been received but not yet approved and posted to Job Cost History.

Include rates detail?

Select this checkbox to include the rate detail for each type (Dollars, Hours, and Quantity) that is selected for the report.

Include

Dollars?

Hours?

Quantity?

Select the checkboxes that correspond to the data you want to appear on the report. A separate line for each selected checkbox displays on the report.

Job status

Active?

Inactive?

Complete?

Select to include the job status on the report.

Group summary

Major group only

Through minor group

Phase summary

Phase/Cost type

Select one of the summary types. The field default is set during Installation Overview.

If a phase category has been designated in the Jobs screen, then the software will use the category-specific group description. If no phase category has been designated, the company-wide description displays.

Phase status
Active?

Inactive?

Complete?

Select the job status you want to display on the report.