Standard Crystal Report - Jobs in Progress - Summary
Issue/Symptom/Question
Standard Crystal Report - Jobs in Progress - Summary
Applies To
Penta for Windows
Crystal Report - Jobs in Progress - Summary
Project Management
Resolution/Fix/Answer
The Job In Progress report shows summary totals—by organizational unit—of the jobs in progress. This report calculates monthly interest charge on the outstanding receivables balance, as well as the over/under billings.
Report Code: jc_jobsInProgress_p141_cr11.rpt
Available Parameters:
Example Report Results:
Report Fields
Original Contract Value - The job’s original contract amount.
Projected Final - Calculated as: The original contract + Approved change requests
Projected Job Margin - Calculated as: The projected final contract amount – The forecast at complete
% Exp - Calculated as: Job to Date Cost ÷ Forecast Cost at Completion
Executed Revenue:
Job to Date - The Job to date earned revenue.
Current Month - The current month’s earned revenue.
Remaining - Calculated as: The projected final contract – The Job to Date Earned
Job Margin:
Job to Date - Calculated as: The job to date revenue – The job to date cost
Current Month - Calculated as: The current month’s earned revenue – The current month’s cost
Remaining - Calculated as: Projected job margin – The job margin job to date
Billed-to-Date - The Job’s total amount billed-to-date.
(Over)/Under Billings - Current over/under billed balance.
Outstanding Receivables - The current open receivable balance.
Monthly Interest Summary - The interest rate used is controlled by this report’s % Monthly Charge run time parameter, which defaults as 1%.
PENTA calculates the receivables subject to interest as: The amount of receivables outstanding + The (over)/under billings
PENTA calculates the monthly interest charge on billed but uncollected receivables for the job as: Interest Rate * Subject Receivables
Loss Provision - Sum the following values for all jobs in the OU: If (Projected Contract – Forecast cost at completion) – (Job to date earned – Job to Date Cost) > 0, then the loss provision is (Projected Contract – Forecast cost at completion) – (Job to date earned – Job to Date Cost).
Otherwise, loss provision is 0.