The Spectrum: Project Management dataset combines several project management data sources including Job Financials, Cost Detail, Subcontracts, Materials, Job Cash Flow, and Contract Billings.

Contract Billings fields are useful to create reports showing profitability by bill item. For Contract Billings, note the following:

Cost Detail fields are useful to create a Job Cost History report or a Labor Analysis report comparing JTD against Estimates and Projections. For Cost Detail, note the following:

For Job Cash Flow fields, note the following:

Job Financials fields can be used to create a WIP schedule for one or many jobs. For Job Financials, note the following:

Materials fields are useful to create reports showing the buyout of material on one or many jobs. For Materials fields, note the following:

Subcontracts fields are useful to create reports on subcontracts for one or multiple jobs. For Subcontracts, note the following:

Contract Billings

Billed

This is the current period's billing, before backing off the current period's retention amounts. It also does not include sales tax or VAT.

Billed Quantity

This is the quantity billed for the current period.

Billed Quantity To Date

This is the job-to-date quantity billed for the contract.

Contract Billings Revised Quantity To Date

The sum of the original quantity ples Executed and Approved contract changes with respect to quantity.

Contract Changes - Approved

By month, all Change Order and Change Request billing changes that recognize revenue and cost revisions, but no billing. (Action type 2)

Contract Changes - Executed

By month, all Change Order and Change Request billing changes that recognize revenue and cost revisions, and billing is allowed. (Action type 1)

Cost

The current month's actual cost for the project.

Cost To Date

This is the job-to-date actual cost amount for the project.

Costs - Unposted

This is the sum of all Payroll in progress and A/P in progress amounts. Payroll includes transactions in Pre-Time Card Entry and Time Card Entry. A/P includes unapproved and unposted vendr and subcontract invoices.

Projected Quantity To Date

The job-to-date projected quantities for this project.

Revised Contract

The net changes to the revised contract amount for the month.

Revised Contract To Date

The sum of the original contract plus Executed and Approved Change Orders and Change Requests.

Cost Detail

Cost Detail Cost

The current month's cost for this project.

Cost Detail Cost To Date

This is the job-to-date cost amount for this project.

Cost Detail Costs - Unposted

This is the sum of all Payroll in progress and A/P in progress amounts. Payroll includes transactions in Pre-Time Card Entry and Time Card Entry. A/P includes unapproved and unposted vendr and subcontract invoices.

Cost Detail Estimated Cost

The net changes to estimated costs for the month. Estimates are changed with Change Orders and Change Requests with cost revisions (Action types 1, 2, and 3).

Cost Detail Estimated Cost To Date

The job-to-date estimated cost budget for this project. Calculated as the original estimate plus Change Orders and Change Requests with cost revisions (Action types 1, 2, and 3).

Cost Detail Estimated Hours

The net change in estimated hours for the month. Estimates are changed with Change Orders and Changes Requests with cost revisions (Action types 1, 2, and 3).

Cost Detail Estimated Hours To Date

The job-to-date estimated hours budget for this project. Calculated as the original estimate plus Change Orders and Change Requests with cost revisions (Action types 1, 2, and 3).

Cost Detail Estimated Production per Hour

The estimated production per hour calculated by Cost Detail estimated Quantity / Cost Detail Estimated Hours.

Cost Detail Estimated Quantity

The net changes to estimated hours for the month. Estimates are changed with Change Orders and Change Requests with cost revisions (Action types 1, 2, and 3).

Cost Detail Estimated Quantity To Date

The job-to-date estimated quantities for this project. Calculated as the original estimate plus Change Orders and Change Requests with cost revisions (Action types 1, 2, and 3).

Cost Detail Hours

The labor hours and contract labor hours for the month.

Cost Detail Hours To Date

The job-to-date labor hours and contract labor hours for the job.

Cost Detail Open Commitment

These are costs that have been committed to, but not yet incurred. Examples include purchase orders not yet received, subcontracts that have been signed out but not yet invoiced, or inventory job requisitions that have not shipped.

Cost Detail Open Commitment To Date

These are job-to-date costs that have been committed to, but not yet incurred. Examples include purchase orders not yet received, subcontracts that have been signed out but not yet invoiced, or inventory job requisitions that have not shipped.

Cost Detail Projected Cost

The net change of projected costs for the month.

Cost Detail Projected Cost To Date

The job-to-date projected cost budget for this project.

Cost Detail Projected Hours

The net change of projected hours for the month.

Cost Detail Projected Hours To Date

The job-to-date projected hours budget for this project.

Cost Detail Projected Production per Hour

The projected production per hour calculated as Cost Detail Projected Quantity / Cost Detail Projected Hours.

Cost Detail Projected Quantity

The net change of projected quantities for the month.

Cost Detail Projected Quantity To Date

The job-to-date projected quantities for this project.

Cost Detail Remaining Cost

The total remaining cost calculated by Cost Detail Estimated Cost - Cost Detail Cost.

Cost Detail Remaining Hours

The total remaining hours calculated by Cost Detail Estimated Hours - Cost Detail Hours.

Cost Detail Remaining Quantity

The total remaining units calculated as Cost Detail Estimated Quantity - Production Quantity.

Cost Detail Production Quantity

Cost Detail Production per Hour

The production per hour calculated as Production Quantity / Cost Detail Hours.

Production Quantity

The net change of projected quantities for the month.

Production Quantity To Date

The job-to-date projected quantities for this project.

Job Cash Flow

Cash In To Date

Calculated as Customer Billed To Date * (1 - (Customer Invoiced To Date - Customer Paid To Date / Customer Invoiced To Date))

Cash Out To Date

Calculated as Cost To Date - Vendor Invoiced To Date + Vendor Paid To Date + [Vendor VAT To Date - ((Vendor Paid To Date / Vendor Invoiced To Date) * Vendor VAT To Date)]

Customer Billed

This is the current period's billing, before backing off the current period's retention amounts. It does not include sales tax or VAT.

Customer Billed To Date

The job-to-date billed, before backing off retention amounts. It does not include sales tax or VAT amounts.

Customer Invoiced

This is the current month sum of invoices for the contract. It is calculated as Customer Billed + Customer Taxes.

Customer Invoiced To Date

This is the job-to-date sum of invoices for the contract. It is calculated as Customer Billed To Date + Customer Taxes To Date.

Customer Paid

This includes all monies paid against Customer Invoiced plus any Discounts Taken.

Customer Paid To Date

This includes all job-to-date monies paid against Customer Invoiced To Date plus and Discounts Taken.

Customer Retention

This is the sum of the current retention plus retention VAT amounts for the contract.

Note: Other than the portion of VAT associated with retention, this amount does not include any other Taxes.

Customer Retention Paid

This includes all monies paid for retention.

Customer Retention Paid To Date

This includes all to date monies paid for retention.

Customer Retention To Date

This is the job-to-date sum of retention plus JTD retention VAT amounts for the contract.

Customer Taxes

This is the current month's sales tax + VAT.

Customer Taxes To Date

This is the job-to-date sales tax + VAT.

Customer Total Balance Due

This is what is owed to you on the contract including Customer Retention. It is calculated as Customer Invoiced To Date - Customer Paid To Date.

Customer Total Current Due

This is what is owed to you without Retention. It is calculated as (Customer Invoiced To Date - Retention To Date - (Customer Paid To Date - Retention Paid To Date)).

Job Cash Flow Cost

The current month's cost for this project.

Job Cash Flow Cost To Date

This is the job-to-date cost amount for this project.

Job Cash Flow Costs - Unposted

This is the sum of all Payroll in progress and A/P in progress amounts. Payroll includes transactions in Pre-Time Card Entry and Time Card Entry. A/P includes unapproved and unposted vendr and subcontract invoices.

Vendor Billed

This is the current period's billing, before backing off the current period's retention amounts. It also does not includes sales/use tax or VAT.

Vendor Billed To Date

This is the job-to-date billed, before backing off retention amounts. It does not include sales/use tax or VAT amounts.

Vendor Invoiced

This is the current month sum of invoices for the subcontract. It is calculated as Vendor Billed + Vendor Taxes. It does not include use tax.

Vendor Invoiced To Date

This is the job-to-date sum of invoices for the subcontract. It is calculated as Vendor Billed To Date + Vendor Taxes To Date. It does not include use tax.

Vendor Paid

This includes all monies paid against Vendor Invoiced plus any Discounts Taken. It also includes any Vendor Retention Paid.

Vendor Paid To Date

This includes all job-to-date monies paid against Vendor Invoiced To Date plus any Discounts Taken. It also includes any Vendor Retention Paid To Date paid.

Vendor Retention

This is the sum of the current retention plus retention VAT amounts for the subcontract.

Note: Other than the portion of VAT associated with retention, this amount does not include any other Taxes.

Vendor Retention Paid

This includes all monies paid for retention.

Vendor Retention Paid To Date

This includes all to date monies paid for retention.

Vendor Retention To Date

This is the job-to-date sum of retention plus JTD retention VAT amounts for the subcontract.

Vendor Taxes

This is the current month's sales tax + VAT.

Vendor Taxes To Date

This is the job-to-date sales tax + VAT.

Vendor Total Balance Owed

This is what you owe on the subcontract including Vendor Retention. It is calculated as Vendor Invoiced To Date - Vendor Paid To Date.

Vendor Total Current Owed

This is what you owe the subcontractor without Vendor Retention. It is calculated as (Vendor Invoiced To Date - Vendor Retention To Date - (Vendor Paid To Date - Vendor Retention Paid To Date)).

Vendor VAT

This is the current month's VAT.

Vendor VAT To Date

This is the job-to-date VAT.

Job Financials

Contract Billed

This is the current month's Contract Billings. These amounts do not include sales tax.

Contract Billed To Date

This is the job-to-date Contract Billings amount for this project. Does not include sales tax.

Job Financials Contract Changes - Approved

By month, all Change Order and Change Request billing changes that recognize revenue and cost revisions, but no billing.

Job Financials Contract Changes - Executed

By month, all Change Order and Change Request billing changes that recognize revenue and cost revisions, and billing is allowed. (Action type 1).

Job Financials Cost

The current month's cost for this project.

Job Financials Cost To Date

This is the job-to-date cost amount for this project.

Job Financials Cost - Unposted

This is the sum of all Payroll in progress and A/P in progress amounts. Payroll includes transactions in Pre-Time Card Entry and Time Card Entry. A/P includes unapproved and unposted vendr and subcontract invoices.

Job Financials Estimated Cost

The net changes to estimated costs for the month. Estimates are changed with Change Orders and Change Requests with cost revisions (Action types 1,2, and 3).

Job Financials Estimated Cost To Date

The job-to-date estimated cost budget for this project. Calculated as the original estimate plus Change Orders and Change Requests with cost revisions (Action types 1, 2, and 3).

Job Financials Estimated Hours

The net changes to estimated hours for the month. Estimates are changed with Change Orders and Change Requests with cost revisions (Action types 1, 2, and 3).

Job Financials Estimated Hours To Date

The job-to-date estimated hours budget for this project. Calculated as the original estimate plus Change Orders and Change Requests with cost revisions (Action types 1, 2, and 3).

Job Financials Hours

The labor hours and contract labor hours for the month.

Job Financials Hours To Date

The job-to-date labor hours and contract labor hours for the job.

Job Financials Material Received Amount To Date

The job-to-date dollar value of materials received on a purchase order or shipped on a job requisition.

Job Financials Projected Cost

The net change of projected costs for the month.

Job Financials Projected Cost To Date

The job-to-date projected cost budget for this project.

Job Financials Projected Hours

The net change for projected hours for the month.

Job Financials Projected Hours To Date

The job-to-date projected hours budget for this project.

Job Financials Revised Contract To Date

The sum of the original contract plus Executed and Approved Change Orders and Change Requests.

Material Ordered Amount

Materials ordered on a purchase order or on a job requisition for the month.

Material Ordered Amount To Date

The job-to-date amount of materials ordered on a purchase order or on a job requisition.

Material Received Amount

The dollar value of materials received on a purchase order or shipped on a job requisition for the month.

Subcontract Changes - Executed

By month, the total value of all executed Subcontract Change Orders and Change Requests.

Subcontract Changes - Executed To Date

The job-to-date amount of all executed Subcontract Change Orders and Change Requests.

Subcontract Invoiced

The amount of subcontract invoices processed for the month.

Subcontract Invoiced To Date

The job-to-date amount of subcontract invoices processed for this project.

Subcontract Ordered

The value of subcontracts entered into for the month.

Subcontract Ordered To Date

The job-to-date value of subcontracts entered into for the job.

Subcontracts

Subcontract Billed

This is the current period's billing, before backing off the current period's retention amounts. It also does not include sales tax or VAT.

Subcontract Billed Quantity

This is the quantity billed for the current period.

Subcontract Billed Quantity To Date

This is the job-to-date quantity billed for the subcontract.

Subcontract Billed To Date

This is the job-to-date billed, before backing off retention amounts. It does not include sales tax or VAT amounts.

Subcontract Executed Changes

By month, the total value of all executed Subcontract Change Orders and Change Requests.

Subcontract Executed Quantity

By month, the total quantities used in all executed Subcontract Change Orders and Change Requests.

Subcontract Revised Contract To Date

The sum of the original subcontract plus executed subcontract changes.

Subcontract Revised Quantity To Date

The sum of the original subcontract quantities plus executed subcontract changes to quantities.

Calendar Date

Month

Includes all dates from the start of the month through the end of the month.

Week

This is the week number using a 12-month calendar year.

Year

Calendar year starting with January 1st and ending on December 31st.

Contract (Contract Billings & Job Cash Flow)

Contract Architect

The name of the architect associated with the contract.

Contract Customer Address 1

The primary location information (street name, number) for the customer.

Contract Customer Address 2

The secondary location information (apartment, unit, suite, office) for the customer.

Contract Customer City

The city for the customer.

Contract Customer Country

The country for the customer.

Contract Customer Fax

The fax number for the customer.

Contract Customer Main Contact Name

The name of the main customer contact.

Contract Customer Name

The name of the customer.

Contract Customer Phone

The phone number for the customer.

Contract Customer State

The state or province for the customer.

Contract Customer Zip

The postal code affiliated with the customer.

Contract Date

The date that a contract was entered into the software.

Contract Draw Request Text

Any comments pertaining to a draw request made by a contractor or subcontractor.

Contract Type

The contract type is used to group projects by function or any other desired classification.

Contract Unit Price

The price per unit for a billing item.

Customer Code

Deep-linking enabled. This code represents a specific customer.

Customer Type

The customer type is used to group customer by function or any other desired classification.

Salesperson

The name of the salesperson associated with the contract.

Contract Schedule of Values

Contract Schedule of Values Bill Item

This code represents a specific line item on the customer contract. Billing will be done by these bill items.

Contract Schedule of Values Bill Item Description

A description of the Contract Schedule of Values Bill Item.

Contract Schedule of Values Unit of Measure

A user-defined code used to track accumulated units.

Cost Type

Cost Type

The lowest level of work managed on a project.

Cost Type Description

A description of the Cost Type.

Cost Type Summary

A group of cost types added together for reporting purposes.

Phase Cost Center

Displays the job phase cost center.

Phase Cost Center Description

A description of the Phase Cost Center.

Phase Cost Groups

A group of cost centers or profit centers organized by job phase.

Customer (Job Financials)

Customer Address 1

The primary location information (street name, number) for the customer.

Customer Address 2

The secondary location information (apartment, unit, suite, office) for the customer.

Customer City

The city for the customer.

Customer Country

The country for the customer.

Customer Fax

The fax number for the customer.

Customer Main Contact Name

The name of the main customer contact.

Customer Name

The name of the customer.

Customer Phone

The phone number for the customer.

Customer Primary Customer

The name of the primary customer.

Customer State

The state or province for the customer.

Customer Zip

The postal code affiliated with the customer.

Employee

Employee Code

A user-defined code user to identify an employee.

Employee Department

The employee's home Payroll Department.

Employee Name

The name of the employee.

Occupation

A user-defined code for the employee's job category.

Title

The employee's title.

Trade

The employee's trade or skill.

Equipment

Equipment Code

The user-defined code to represent the asset.

Equipment Description

A description of the equipment.

Equipment Type

A user-defined code used to group similar assets together.

Equipment Type Description

A description of the Equipment Type.

Make

The brand of the asset.

Model

The particular name that the manufacturer has given to the asset.

Weight Class

A user-defined code that allows equipment managers to compare equipment codes within the same weight class even when looking at different makes or models.

Weight Class Description

A description of the Weight Class.

Item

Item Code

This code represents a material item. When it starts with '!', it indicates that the item is not stocked normally.

Item Description

A description of the Item Code.

Item Unit Of Measure

A user-defined code used to track accumulated units.

Job

Actual End Date

The exact calendar date when the job was closed.

Actual Start Date

The exact calendar date when the job began.

Company Code

This code represents the Spectrum Company or Spectrum Group of Entities.

Contract #

This code represents the Service Contract number.

Division

This field is used to group jobs together.

Earned Calculation

Indicates the method used to calculate the Earned Revenue To Date on a project.

Billed: Calculated as Contract Billings To Date.

Cost: Calculated as Cost To Date multiplied by the Cost Markup %.

Master: Calculated as Contract Billing.

Percent: Calculated as Percent Complete multiplied by the Revised Contract To Date.

Estimated End Date

The estimated date on which a construction project or phase is expected to be completed.

Estimated Start Date

The estimated date on which a construction project or phase is expected to begin.

Estimator

The estimator assigned to the job.

Job Address

The primary location information (street name, number) for the job.

Job City

This is the city where the job is located. This is useful when creating geo maps.

Job Code

Deep-linking enabled. A user-defined code used to identify the job.

Job Comment

Any comments or notes about the job.

Job Cost Center

This represents the cost center, profit center, or some other way to group the organization.

Job Cost Center Description

A description of the Job Cost Center.

Job Cost Groups

This represents the group of cost centers, profit centers, or some other way to group the organization.

Job Country

The country for the job.

Job Description

A description of the job.

Job Status

The status of a job. Options include Active, Inactive, and Complete.

Latitude

The asset's latitude as measured by its GPS coordinates.

Location

This is a unique internal identifier for the job. Latitude and Longitude information is stored by this job identifier.

Longitude

The asset's longitude as measured by its GPS coordinates.

Master Job

The master job serves as the primary setup, and can be used for reporting purposes to include all sub-job activity as if performed in a single job. It may also control how T+M billings of the sub-jobs work.

Phase Code

This may be thought of as a way to break a job into smaller parts. Other names include Work Breakdown Structure (WBS) codes, Construction Specifications Institute (CSI) codes, or cost codes.

Phase Description

A description of the Phase Code.

Price Type

Indicates how this job will be billed. Options include Fixed, T+M, Cost Plus, or Unit Price.

Project Manager

The project manager assigned to the job.

Projected End Date

The projected date on which a construction project or phase is expected to be completed.

State

This is the state where the job is located. This is useful when creating geo maps.

Superintendent

The superintendent assigned to the job.

Job Materials

Materials Open Commitment

This is the Materials Ordered Amount - Materials Received Amount.

Materials Open Commitment To Date

This is the Materials Ordered Amount To Date - Materials Received Amount To Date.

Materials Ordered Amount

This is the month's ordered amount.

Materials Ordered Amount To Date

This is the job-to-date ordered amount.

Materials Ordered Quantity

This is the month's quantity ordered.

Materials Ordered Quantity To Date

This is the job-to-date quantity ordered.

Materials Received Amount

This is the amount received for the month.

Materials Received Amount To Date

This is the job-to-date amount received.

Materials Received Quantity

This is the month's quantity received.

Materials Received Quantity To Date

This is the job-to-date quantity received.

Materials Type

Indicates if a transaction is a Purchase Order (P) or a Material Order (M).

Purchase Order Number

The PO# of the transaction.

Requisition Number

The Job Req# of the transaction.

Subcontract

Date Issued

The date the subcontract was issued.

Date Sent

The date the subcontract was sent.

Subcontract Comment

Any comments or notes about the subcontract.

Subcontract Contact Name

The name of the subcontract contact.

Subcontract Number

The number used to refer to the subcontract.

Subcontract Phone

The phone number for the subcontract contact.

Subcontract Type

The subcontract type is used to group subs by function or any other desired classification.

Subcontract Unit Price

The price per unit charged for a billing item.

Subcontract Vendor Code

Deep-linking enabled. A user-defined code to represent a specific subcontract vendor.

Subcontract Vendor Name

The name of the subcontract vendor.

Subcontract Detail

Subcontract Bill Item

This code represents a specific line item on the subcontract. Billing will be done by these bill items.

Subcontract Bill Item Description

A description of the Subcontract Bill Item.

Subcontract Unit Of Measure

A user-defined code used to track accumulated units.

Transaction Type

Transaction Type Code

A user-defined code to represent the transaction type.

Transaction Type Description

A description of the Transaction Type.

Vendor

Disadvantaged Business

Indicates if this is a disadvantaged business.

Minority Business

Indicates if this is a minority-owned business.

Small Business

Indicates if this is a small business.

Vendor Address 1

The primary location information (street name, number) for the vendor.

Vendor Address 2

The secondary location information (apartment, unit, suite, office) for the vendor.

Vendor City

The city for the vendor.

Vendor Code

Deep-linking enabled. A user-defined code to represent a specific vendor.

Vendor Country

The country for the vendor.

Vendor Name

The name of the vendor.

Vendor Phone

The phone number for the vendor.

Vendor State/Province

The state or province for the vendor.

Vendor Type

The vendor type is used to group vendors by function or any other action.

Vendor Zip/Postal Code

The postal code affiliated with the vendor.

Veteran Business

Indicates if this is a veteran-owned business.

Woman Business

Indicates if this is a woman-owned business.