Issue/Symptom/Question

Standard Crystal Report - Job Cost Regional Summary

Applies To

Penta for Windows

Crystal Report - Job Cost Regional Summary

Project Management

Resolution/Fix/Answer

Use the Job Cost Regional Summary report to review consolidated job cost by revenue category. For the estimate, the report prints both original and revised costs and hours. Hours and costs print for the actuals, forecast, and forecast variance. The report includes total billed-to-date and open invoice aging.

Selection

You can limit records displaying on this report by:

Group 1 Field, Group 2 Field, Group 3 Field – You can specify subtotals on all the jobs in the report to a maximum of three subtotals. Group 3 subtotals roll into Group 2 subtotals, which roll into Group 1 subtotals. Specify subtotals on any of the following Selection Criteria.

Job Id

OU Id

Customer Id

Project Manager Id

Project Controller

Job Type

Trans Dated Through – The report includes all transactions posted through this date. This date prints in the As Of field of the report heading.

Trans Entered Through – The report includes all transactions entered through this date.

Job Id

OU Id

Job Status Code

Project Manager Id

Project Controller

Customer Id

Job Type

Sort - PENTA sorts this report in sequence by the Sort Sequence field on the Revenue Categories window.

Totals

(Optional) This report contains totals for each of the Group Fields specified in the Enter Parameter Values.

This report contains totals for each Job Id.

Grand totals for all jobs in the report by revenue category are on the final page.

Report Code: jc_jobCostRegnSmy_p80_cr11.rpt

Available Parameters:

Example Report Results:

Report Heading

As Of - This report includes transactions and entries made on or before this date. It is the Include Transactions Dated Through field in the selection criteria.

Job Heading

Last Transaction PR Date – The Job’s last payroll distribution date that is on or before the As Of date.

Last Transaction AP Date – The Job’s last accounts payable distribution date that is on or before the As Of date for transactions entered in the Invoice & Credit Memo Entry or Manual Payment Entry window.

Original Estimate Fields

Revenue Category - This is assigned to a contract line item and to the Cost Type/Costcode combination to facilitate reporting.

Original Estimate Hours

The original estimate in hours for the job. It is the sum of all the initial hour entries for all Costcodes assigned to this Revenue Category Code.

Initial hours are values in the Hours field entered in one of the three following windows, only if the Change Request Id and (estimate) Key are blank:

The Current Cost Estimate on the Costcode & Estimate Entry window.

The Review/Modify Cost Estimate window of the Costcode & Estimate Entry window.

The Estimate Worksheet.

Original Estimate Cost

The original cost estimate for the job. It is the sum of the initial cost estimates for all Costcodes assigned to this Revenue Category Code. Cost is the sum of the following:

Lump Sum Amount

Units * Unit Cost

Hours * Hourly Rate

Initial costs are values entered in one of the three following windows, only if the Change Request Id and (estimate) Key are blank:

The Current Cost Estimate on the Costcode & Estimate Entry window.

The Review/Modify Cost Estimate window of the Costcode & Estimate Entry window.

The Estimate Worksheet.

Revised Estimates Fields

Revised Estimate Hours - This is the revised estimate in hours for the job. It is the sum of all the hour entries for all Costcodes assigned to this Revenue Category Code. It is the original estimate and approved change requests. These are values entered in the Hours field in one of the three following windows:

The Current Cost Estimate on the Costcode & Estimate Entry window.

The Review/Modify Cost Estimate window of the Costcode & Estimate Entry window.

The Estimate Worksheet.

If one of the following is true:

The Change Request Id and (estimate) Key are blank (original entries).

The Change Request Id is not blank and the Current Status on the Change Requests window is Approved (approved change requests).

The (estimate) Key is not blank.

Revised Estimate Costs - The revised cost estimate for the Revenue Category Code. It is the sum of all the cost estimates for all Costcodes assigned to this Revenue Category Code. Cost is the sum of the following:

Lump Sum Amount

Units * Unit Cost

Hours * Hourly Rate

Revised costs are values entered in one of the three following windows:

The Current Cost Estimate on the Costcode & Estimate Entry window.

The Review/Modify Cost Estimate window of the Costcode & Estimate Entry window.

The Estimate Worksheet.

If one of the following is true:

The Change Request Id and (estimate) Key are blank (original entries).

The Change Request Id is not blank and the Current Status on the Change Requests window is Approved (approved change requests).

The (estimate) Key is not blank.

Actuals, Forecast, Variance, and Aging Fields

Actuals Hours - The sum of the hours posted via timecard entry or journal entry to the Costcodes assigned to this Revenue Category Code on or before the As Of report date.

Actuals Cost - The sum of the costs posted to the Costcodes assigned to this Revenue Category Code on or before the As Of report date. Actual costs include all costs charged to the job.

Forecast Hours - The sum of the Forecast Hours at Completion for the Costcodes assigned to this Revenue Category Code on or before the As Of report date. If a Costcode does not have Forecast Hours at Complete, PENTA calculates it using the Forecast Calculation Rules on the Job Type Information window.

Forecast Cost - The sum of the Forecast Cost at Completion for the Costcodes assigned to this Revenue Category Code on or before the As Of report date. If a Costcode does not have Forecast Cost at Complete, PENTA calculates it using the Forecast Calculation Rules on the Job Type Information window.

Forecast Variance Hours - PENTA calculates this from previous fields as: Revised Hours – Forecast Hours

Forecast Variance Cost - PENTA calculates this from previous fields as: Revised Cost – Forecast Cost

Total Billed To Date - This is the sum of all amounts billed against Line Items assigned to this Revenue Category Code. (These Line Items exist on the Contract Information window.)

Current, 31 – 60 Days, 61 – 90 Days, Over 90 Days - These fields contain an open invoice aging. That is, the amount is unpaid and outstanding for the number of days indicated. If the System Option 99 (“Age Open A/R by Invoice Date”) value is Y, PENTA counts the number of days from the invoice date. If the System Option 99 value is N, it ages from the distribution date.

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