Cost To Complete Report

Overview

The Cost To Complete report allows project managers to better understand the projected profitability of the project by entering actual and projected costs at a summary level. Based on the inputs, the report will calculate projected gross margin and the variance from budget. Users can view, save, export, email, and archive the report.  

The Cost To Complete report pulls data from the following areas:

• Project Milestones (Est Completion Date)
• Contract Amounts
• Job Cost Estimates
• Approved Change Order Requests
• Labor Productivity Report
• Accounting System (with some eSUB accounting integrations)
• Cost Details Report (options to copy Actual Costs and Projected Additional Cost from Cost Details) 

Cost To Complete data flow to the Project Summary Budget bar, Job Costs box, and Contract Details box to give you a quick snapshot of the projected profitability of the project. 

Calculate and Archive Cost To Complete

Select the project, then:

1. Go to Reports & Graphs > Cost To Complete
2. (Optional) Enter the date of the report in the Actual Costs Through field (Automatically populates with today’s date)
3. (Optional) Enter the actual costs to date in the Actual Costs Through column (or Copy from Cost Details):
   • Labor Costs
   • Equipment Costs
   • Material Costs
   • Subcontractor Costs
   • Overhead Costs
   • Other Job Costs
4. (Optional) Enter the projected costs in the Projected Additional Cost column (or Copy from Cost Details):
   • Labor Costs
   • Equipment Costs
   • Material Costs
   • Subcontractor Costs
   • Overhead Costs
   • Other Job Costs
5. Select Calculate & Save
6. (Optional) Enter any desired notes in the Notes field
7. Select Archive 
   
   

Back to TOC

View Archived Cost To Complete report

Select the project, then:

1. Go to Reports & Graphs > Cost To Complete
2. Select Cost to Complete Archive at the top of the report
   
3. Select the desired report date from the Archive Date drop-down menu
4. Click the Select button

Back to TOC

Email Archived Cost To Complete report

Select the project, then:

1. Go to Reports & Graphs > Cost To Complete
2. Select Cost to Complete Archive
3. Select the desired report date from the Archive Date drop-down menu
4. Click the Select button
5. (Optional) Check Copy to sender if desired
6. (Optional) Enter any notes to be included in the email in the Notes field
7. Select the desired recipients in the Email To field
   • Hold the Control key to select multiple recipients
8. Click Email
   

Back to TOC

Delete Archived Cost To Complete report

Select the project, then:

1. Go to Reports & Graphs > Cost To Complete
2. Select Cost To Complete Archive
3. Select the desired report date from the Archive Date drop-down menu
4. Click the Select button
5. Click the Delete button below the Cost To Complete report 
   

Back to TOC