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.