Spectrum Standard Power BI Report: Contract Status

Find definitions of the fields and measures included in the Spectrum Standard Power BI Report: Contract Status dashboard organized by column header.

Company

Filters the report data by company code or name. All are selected by default.

Job

Filters the report data by job number or name. All are selected by default.

Job Cost Center

Filters the report data by job cost center code or name. All are selected by default.

Job Status

Filters the report data to include jobs that are coded as either Pending, Open, Soft Closed, or Hard Closed. All are selected by default.

Project Manager

Filters the report data by project manager name. All are selected by default.

Master Job

Filters the report data by master job code or name. All are selected by default.

Job

Filters the report data by job number or name. All are selected by default.

Job Cost Center

Filters the report data by job cost center code or name. All are selected by default.

Job Status

Filters the report data to include jobs that are coded as either Pending, Open, Soft Closed, or Hard Closed. All are selected by default.

Project Manager

Filters the report data by project manager name. All are selected by default.

Master Job

Filters the report data by master job code or name. All are selected by default.

Comp

Displays the filtered company code.

  • SpectrumSource table.field: JC_TRANSACTION_HISTORY_MC.Company_Code
Job

Displays the filtered job number and description.

  • SpectrumSource table.field: JC_TRANSACTION_HISTORY_MC.Job_Number+ JC_JOB_MASTER_MC.Job_Description
Period

Displays the job period based on the current month.

Revised Contract To Date

Displays the original contract amount plus any approved or executed changes to date.

  • SpectrumSource table.field:

    CR_CONTRACT_MASTER_MC.Original_Contract_Amount +

    CR_CHNG_ORD_REV_MC.Revenue +

    CR_CHNG_REQ_REV_MC.CR_Revenue

Projected Cost To Date

Displays the projected job cost to date.

  • SpectrumSource table.field: JC_PROJ_COST_HISTORY_MC.Amount
  • SpectrumDate Source table.field: JC_PROJ_COST_HISTORY_MC.Transaction_Date
Gross Profit To Date

Calculates the Revised Contract To Date - Projected Cost To Date.

Gross Profit % To Date

Calculates the Gross Profit To Date / Revised Contract To Date.

Earned Revenue To Date

Calculates the earned revenue to date. For projects measured by percentage of completion, it multiplies the Revised Contract To Date by the percent complete. For contract billings and any under-billed amounts, it adds the Contract Billings To Date to JC_JOB_MASTER.Under_Billed. It also factors in the Cost To Date by multiplying it with the Cost Markup Percent from the JobDim table.

Over/Under Billed To Date

Calculates the Contract Billings To Date - Earned Revenue To Date.

Percent Complete To Date

Calculates the Cost To Date / Projected Cost To Date.

Note:

If the job is complete, its last period will show as 100% in this field.

Cost To Date

Displays the job cost to date.

  • SpectrumSource table.field: JC_TRANSACTION_HISTORY_MC.Tran_Amount
  • SpectrumDate Source table.field: JC_TRANSACTION_HISTORY_MC.Tran_Date_Text
Estimated Cost To Date

Displays the estimated job cost to date.

  • SpectrumSource table.field: JC_PHASE_MASTER_MC.Original_Est_Cost + JC_PHASE_ESTIMATES_MC.Est_Cost CR_CHNG_REQ_CON_DET_MC.Change_Request_Amount
Contract Billings To Date

Displays the job contract billings to date.

  • SpectrumSource table.field: CR_INVOICE_HEADER_MC.Invoice_Extention
  • SpectrumDate Source table.field: CR_INVOICE_HEADER_MC.Invoice_Date
Provision For Loss

Calculates the Revised Contract To Date - Projected Cost To Date - Earned Revenue To Date.

Job Status

Displays whether the job is coded as either Active, Inactive, or Closed.

  • SpectrumSource table.field: JC_JOB_MASTER_MC.Status_Code
Division

Displays the job division.

  • SpectrumSource table.field: JC_JOB_MASTER_MC.Division
Earned Revenue Calc

Displays whether the job's earned revenue is calculated by percent, billed, or cost.

  • SpectrumSource table.field: JC_JOB_MASTER_MC.Earned_Calc_Type
Project Manager

Displays the job project manager.

  • SpectrumSource table.field: JC_JOB_MASTER_MC.Project_Manager
Master Job

Displays the job's master job.

  • SpectrumSource table.field: JC_JOB_MASTER_MC.Master_Job
Note: If a job has sub-jobs, then it will be its own master job even if its master job field is blank.