Original Contract

The amount of the original contract plus the executed and approved change order amounts (through the specified period end date) displays.

Change Orders

The executed change orders amount displays from Jobs.

Revised Contract

The revised contract amount is calculated as the sum of the original contract amount plus the change order amount.

Proposed C/O's

The dollar amount for all Proposed change orders displays from Accounts Receivable Change Request Log/Entry.

% Complete

If the job earned calculation type is billed or cost then the following codes display depending on the price type of the job:

• TM displays if the job price is Time + Material

• C displays if the job price is Cost Plus

• U displays if the job price is Unit Price

• F displays if the job price is Fixed Price

If the job earned calculation type is not billed or cost and the job is complete then 100 displays. When the percent complete exceeds 100%, it is automatically set to 100%.

If the job earned calculation type is not billed or cost and the job is not complete then percent completed is the cost to date amount divided by the projected cost amount.

% Billed

Percent billed is the billing to date amount divided by the revised contract amount multiplied by 100.

Billed To Date

The billed to date amount displays from Jobs.

Earned to Date

If the job status code equals active or inactive and the job earned calculation equals billed then the earned to date amount is the billed to date amount plus the under billed amount.

If the job status code equals active or inactive and the job earned calculation equals cost then the earned to date amount is the total cost to date plus the markup.

If the job status code equals active or inactive and the job earned calculation does not equals cost or billed then the earned to date amount is the cost to date divided by the projected cost divided by 100 then multiplied by the revised contract amount.

If the job status is complete then the earned to date amount is the billing to date amount.

Over / Under

The over / under amount is difference between the billing to date amount and the earned to date amount. When earned revenue exceeds the billed amount, under-billing has occurred; when the billed amount exceeds earned revenue, over-billing has occurred.

Billed (With Tax)

The billed with tax amount is the job-to-date billed amount plus the job-to-date tax amount.

Applied

The amount applied by the customer displays among all contracts for the job from the Accounts Receivable Contracts.

Balance

The balance is calculated as the difference between the billed with tax amount and the applied amount.

Retention Balance

The retention balance displays from the Accounts Receivable Contracts.

Current Due

The current amount due is calculated as the difference between the balance amount and the retention balance amount.

Hours

Current Month The actual hours for the current month display for the cost type.

Job to Date The actual job-to-date hours through the year and period display for the cost type.

Estimate Estimated hours for the cost type display from Job Phases.

% Complete The percent complete for the cost type is calculated as the job-to-date hours divided by the estimated hours, multiplied by 100.

Costs to Date

Current Month The costs for the current month display for the cost type.

JTD + Open The actual job-to-date costs through the year and period display for the cost type.

Projected The projected cost at completion for the cost type displays from Job Phases.

Estimate The estimated costs for the cost type display from Job Phases.

Projected % Complete Percent complete for the cost type is calculated as the JTD + Open cost divided by the projected cost, multiplied by 100.

Open Commitments Open commitments display from open purchase orders in the Purchase Order module.