Issue/Symptom/Question

Standard Crystal Report - Incomplete Work - Contracts in Progress Report

Applies To

Penta for Windows

Crystal Report - Incomplete Work - Contracts in Progress Report

Project Management

Resolution/Fix/Answer

Use this report to substantiate year to date earned revenue and cost of construction amounts that appear on monthly financial statements. This report lists current year earned revenue, current year cost and other related financial values for a job.

When you run this report, there are some notable parameters you can use to limit its contents:

• The formula used to calculate the Total Contract Value (Original, Original + Approved, Original + Approved + Pending, etc).

• The grouping logic (No Grouping, Group by Project Manager, Group by Balance Sheet OU ID, etc.).

• By all jobs, only jobs with revenue or cost activity this fiscal year, or only jobs with no revenue or cost activity this fiscal year.

• A consolidation value which will lump together all jobs whose Contract Value is less than or equal to the consolidation value, and report all such jobs as a single line value on the report.

Report Code: jc_incompleteWork_cip_p65_cr11.rpt

Available Parameters:

Example Report Results:

Fields

Job ID - ID of the Job.

Job name - Name of the Job.

Total Contract - The Contract’s total amount. The values included (original, approved, pending) depend on how you set the run-time parameter. (See report introduction for run-time parameter information.)

% Cmpl - The completed percentage of the job, as of the report’s end date. This is calculated as Job to date earned ÷ Total contract).

Total Billed - The job’s total amount billed, as of the report’s end date.

Cost & Est Earnings in Excess of Billings - The under billed amount as of the report’s end date.

Billings in Excess of Cost & Est Earnings - The over billed amount as of the report’s end date.

Total Earned Income - The job’s total earned revenue, as of the report’s end date.

Costs To Date - The job’s total costs incurred, as of the report’s end date.

Gross Profit or (Loss) to date - Total amount of profit or loss to date as of the report’s end date.

Revenue Earned This Fiscal Year - Total amount of earned revenue during the current fiscal year.

Costs This Fiscal Year - Total amount of costs the job incurred in the fiscal year you ran the report for.

Gross Profit This Fiscal Year - Total amount of gross profit the job incurred in the fiscal year you ran the report for.

Forecast Cost To Complete - Total estimated costs to incur in order to complete the job.