Project Job Costing report templateLast updated on 09/14/2022

• Including payroll costs in job costing requires account configuration. Please contact Technical Support for details.

• If your account is configured to include payroll costs, set technician burden rates without payroll costs to avoid double counting payroll.

• If a report item is underlined, select it and click the Caret to drill down and view additional details.

Follow the steps to create a custom report based on the Project Job Costing template and select the columns to include in your report.

The Project Job Costing template has these columns selected by default:

• Percent Completed—Percent of jobs on the project that are complete

• Completed Jobs—Count of completed jobs on the project

You can customize the report by selecting additional columns from these sections:

• Basic Details—Fields from the project record

• Customer Details—Common fields from the customer record

• Jobs—Status of jobs on the project

• Totals and Discounts—Dollar amounts related to invoices, estimates, and discounts

• Summary—Total revenue and gross margin details

• Job Time—Payroll activities related to the project

• Cost Totals—See below the Cost Totals report columns section

• Project Name—Any name given to the project

• Project Status—The current status of the project

• Project Manager—Name of the project manager

• Start Date—Date the project began

• Target Completion Date—Date the project is targeted to finish

• Actual Completion Date—Actual Completion Date

Cost Totals report columns

The Cost Totals section includes these job costing-related columns:

• Material Costs—Sum of cost of material items on invoices, including adjustment invoices, if selected in the report filters

• Material Costs As % of Sales—Calculated as (Material Costs) / (Estimate Sales Subtotal) * 100% Note: Estimate Sales Subtotal is the sum of subtotals of all sold estimates on the job.

• Equipment Costs—Sum of cost of equipment items on the job invoice, including adjustment invoices, if selected in the report filters

• Equip. Costs As % of Sales—Calculated as (Equipment Costs) / (Estimate Sales Subtotal) * 100%

• PO Costs—Sum of cost of POs on invoices, including adjustment invoices, if selected in the report filters

• PO Costs As % of Sales—Calculated as (PO Costs) / (Estimate Sales Subtotal) * 100%

• Materials + Equip. + PO Costs—Sum of costs of material items, equipment items, and POs on invoices

• Materials + Equip. + POs As % of Sales—Calculated as (Material Costs + Equipment Costs + PO Costs) / (Estimate Sales Subtotal) * 100%

• Payroll Adjustments—Sum of active payroll adjustments tied to the job invoice

• Payroll Adjustments as % of Sales—Calculated as (Payroll Adjustments) / (Estimate Sales Subtotal) * 100%

• Total Costs—Sum of costs of material items, equipment items, POs, payroll adjustments, performance pay, labor pay, and labor burden

• Total Cost As % of Sales—Calculated as (Total Costs) / (Estimate Sales Subtotal) * 100%

• Performance Pay—Total of bonus and commission pay awarded on the job Note: Including performance pay requires account configuration. Please contact your success or implementation manager for details.

• Performance Pay as % of Sales—Calculated as (Performance Pay) / (Estimate Sales Subtotal) * 100%

• Labor Pay—Sum of hourly labor pay including any overtime pay for all technicians on the job invoice Note: Including labor pay requires account configuration. Please contact your success or implementation manager for details.

• Labor Pay as % of Sales—Calculated as (Labor Pay) / (Estimate Sales Subtotal) * 100%

• Labor Burden—Sum of overhead costs for technicians on the job invoice Note: If your account is configured to include payroll costs, set technician burden rates without payroll costs to avoid double counting payroll.

• Labor Burden as % of Sales—Calculated as (Labor Burden) / (Estimate Sales Subtotal) * 100%

Before running your report, set filters for date ranges and job BUs:

1. Click the Date Type dropdown and select how you want to filter date ranges:

   • Job Start/Completed—Filter for projects with jobs with start or completion dates within the date range

   • Estimate Sold On—Filter for projects whose first sold estimate was sold within the date range

2. Click the From - To field to set date filters. You can:

   • Use the calendar to select a specific date range and click Apply.

   • Use the left menu to select a preset date range:

     • Today: From 12:00 AM to the current time

     • Yesterday: Previous day, from 12:00 AM to 11:59 PM

     • Last 7 Days: Previous seven days, including the current date

     • Last 14 Days: Previous 14 days, including the current date

     • Last 30 Days: Previous 30 days, including the current date

     • Month to Date: From the first of the current month to the current day

     • Last Month: Entire month before the current month. For example, if the date is February 5, the entire month of January.

     • Last 90 Days: Previous 90 days, including the current date

     • This Quarter: Current quarter, including future dates. For example, if the date is April 25, from April 1 - June 30.

     • Last Quarter: Entire quarter before the current quarter. For example, if the date is April 25, from January 1 - March 31.

     • Quarter to Date: From the first day of the current quarter to the current day

     • Year to Date: From January 1 of the current year to the current day

     • Last 365 Days: Previous 365 days, including the current date

3. From the Business Unit dropdown, select the invoice item BUs you want to filter for. If the job has no invoice items, then the filter is applied to job BU. Note: Only jobs whose BUs are filtered for are used in calculations. For example, if you filter for the Install BU and the project includes four Install jobs and two Sales BU jobs, the Total Jobs column only displays 4. By default, the report runs for all BUs. You can filter your report by business units or business unit categories:

   • Click the dropdown to select individual BUs.

   • To report on BU categories such as trade or division, click Filter , select the BU categories you want to include, and click Filter.

4. When you’re done setting filters, click Run Report.

Tip: You can arrange report columns and apply filters for further customization.

• See Create and edit custom reports

• See Export a report

• See Schedule custom reports