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Cost to Complete

Overview

The Cost to Complete report allows users to view and archive a Cost to Complete summary for the entered date.  The Cost to Complete report pulls data from the following areas:

  • Project Milestones (estimated Project Start and Finish dates)
  • Contract Amounts
  • Job Cost Estimates
  • Percent of Efficiency
  • Purchase Orders
  • Daily Reports
  • Approved Change Order Requests
  • Approved Subcontracts and Subcontract Change Orders
Table of Contents

Calculate and Archive Cost to Complete

Select the project, then:

  1. Go to Reports > 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 (Automatically populates with project costs):
    • Labor Costs
    • Equipment Costs
    • Material Costs
    • Subcontractor Costs
    • Overhead Costs
    • Other Job Costs
  4. (Optional) Enter the projected costs in the Projected Additional Cost/Rev column:
    • Labor Rate/Hour
    • Equipment Costs
    • Material Costs
    • Subcontractor Costs
    • Overhead Costs
    • Other Job Costs
  5. Select Calculate
  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 > Cost to Complete
  2. Select Cost to Complete Archive
  3. Select the desired report date from the Archive Date drop-down menu
  4. Select the Select button

Back to TOC

Email Archived Cost to Complete report

Select the project, then:

  1. Go to Reports > Cost to Complete
  2. Select Cost to Complete Archive
  3. Select the desired report date from the Archive Date drop-down menu
  4. Select 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. Select Email

Back to TOC

Delete Archived Cost to Complete report

Select the project, then:

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

Back to TOC

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