Issue/Symptom/Question

Standard Crystal Reports - Closed Jobs Report

Applies To

Penta for Windows

Crystal Reports - Closed Jobs Report

Project Management

Resolution/Fix/Answer

Use the Closed Jobs Report to review jobs that closed during a period. This provides a list of all jobs whose status changed to closed (Deleted) within the date range of the report. The report shows the Date the Job Closed, Actual Cost to Date, Earned Revenue, and the Gross Margin.

Selection

You can limit records displaying on this report by:

• OU Id
• Period Start Date—Use the Period Start Date and Period End Date fields to specify the period for which the report is valid. The report includes jobs that closed during this period.
• Period End Date
• Project Manager Employee Id

Sort - PENTA sorts this report in sequence by Project Manager and Job Id.

Totals - The report contains sub-totals of all the jobs on the report by Project Manager and grand totals for all jobs on the report.

Report Code: jc_closedJobs_p62_cr11.rpt

Available Parameters:

Example Report Results:

Job Identification Fields

Job Id - Id of a job that closed during the period from Period Start Date though Period End Date. Note that PENTA may close the job (change the job Status to a D during revenue recognition) as of a date in a different period than when you changed the job Status to a C. This scenario can occur when you delay running revenue recognition for a period. For example, September 13 you change a job’s Status to C. September 14 you run revenue recognition for August 31. If the job has no costs or billings posted later than August 31, revenue recognition changes the job’s Status to a D as of August 31. This job appears on the August, not September, Closed Jobs Report.

OU Id - The OU Id of the job.

Job Name - The name of the job.

Job Information Fields

Date Job Closed - The date during the period from Period Start Date though Period End Date when PENTA changed the job Status to D (delete). PENTA changes the job status from C (closed) to D during the revenue recognition process and updates a PENTA- only accessible date. The report uses this date as the job closed date.

Actual Cost - The cost of the job through the Period End Date.

Earned Revenue - The revenue earned by the job through the Period End Date as calculated during the last execution of revenue recognition (when the job closed).

Gross Margin - PENTA calculates this value as: Earned Revenue – Actual Cost