Overview
For each project you create and work on, you can access all project information on the Project screen. Below is an overview of each section on the Project screen.
Who uses this feature
Accountants and managers
Primarily for Residential Construction and Commercial Construction business types.
Applies to all trades
Feature configuration
Some financial details, including Project Summary, Budget vs. Actuals, and Expense Details, are only available with Project Management.
To update your account, please contact Technical Support.
Things to know
You can search for a specific project or use filters to select projects.
Only sections applicable to your project are displayed in the Project section. For example, if the project does not use the Application for Payment, there is no Application for Payment section.
You can add a project name when you edit a project. Project names display in the Project section of the Customer screen.
Dashboard—Project Overview
The Dashboard displays an overview of your project, including customer, project, and contract information.
Financials (Project Summary)
Click Financials to see a project summary if you have Project Management. The Project Summary section, which is only available with Project Management, includes a high-level view of your project. For more, see Understand project financials.
Budget vs Actual
Click Financials to see a budget-versus-actual comparison if you have Project Management.
The Budget vs Actual section, which is only available with Project Management, shows the Budget versus Actual (BvA) values for the project to date. Use this table to manage your budget and track your progress as you generate actuals. The table updates in real-time.
Tip: Click the $ or QTY button to see dollars or quantities. You can also use project labels to customize itemization in the Billed and Expenses sections for each project.
Billed: Revenue for the project. Any task in the project that represents revenue is in the Billed section of the table. You can use project labels to customize the categories shown in the Billed section.
Expenses: Any task that has a cost associated with it is in the Expenses section of the table. You can use project labels to customize the categories shown in the Expenses section.
Margin $: Dollar value comparing Billed and Expenses (does not include sales tax).
Margin %: Percentage comparing Billed and Expenses.
Budget column: Value for the budget comes from the estimates that you sold to your customer, including change orders. The budget is an estimate of how much you plan to spend on a particular project.
Actual column: Value for the actuals depends on the costing calculation setting you select in the Costing settings screen. You can select your actuals to be calculated from total purchase orders created and bills generated, purchase orders received and bills generated, or total purchase order bills or non-PO bills generated. For more, see Understand Budget vs Actuals.
Variance column: Actual amount minus Budget amount.
% of Budget Used column: Actual amount divided by the Budget amount.
Uncategorized: If a task, equipment, or material doesn't have a label assigned to it, it displays as Uncategorized.
Budget vs Actual Itemized Details
The Itemized Details screen, which is only available with Project Management, shows individual pricebook items for each line item in the Budget vs Actual section. To open the Itemized Details screen, click the $ or QTY value under a line item's Budget or Actual column.
Itemized Details For: Shows if the Itemized Details screen is for Budget or Actuals and Billed or Expenses.
# of Items: Total amount of pricebook items in the Itemized Details list.
Total Amount: Sum dollar amount of the Budget or Actual column.
Project Label: Project labels assigned to Billed or Expenses present in these items.
Name column: Name of the pricebook item.
Source column: Project transaction that contains the item.
Budget ($) column: Budget amount for the item in dollars.
Actual ($) column: Actual amount for the item in dollars.
Quantity column: Quantity of the item on the project transaction.
Date column: Date the item was added to the project transaction.
Project Labels column: Project label(s) assigned to the item.
Invoices
Click Financials to see invoices.
The Invoices section lists all invoices that have an accounting impact with pricebook items, excluding $0 invoices. This helps you manage unpaid invoices.
Tip: In the Job # Column, you can see that the invoice is assigned to a job.
Created Payments
Click Financials to see payments.
The Created Payments section lists all payments made to date on the project.
Application for Payment
Click Financials to see applications for payment.
The Application for Payment section lists all applications for payment associated with the project.
Jobs
Click Jobs & Appointments to see jobs.
The Jobs section lists all of the jobs assigned to the project.
Tip: We recommend you create one job per phase of the project to ensure materials and timesheets are attributed to the correct phase in the Budget vs Actual and Expense Detail tables.
Appointments
Click Jobs & Appointments to see appointments.
The Appointments section lists all appointments for the project.
Task Management
Click Task Management to see tasks.
The Task Management section lists all tasks associated with the project.
Estimates
Click Estimates to see estimates.
The Estimates section lists all sold and unsold estimates associated with the project.
Note: There is also a separate table that includes only sold and unbooked estimates.
Opportunities
Click Estimates to see opportunities.
The Opportunities section lists all sold and not sold opportunities associated with the project. Click an opportunity to view its details.
Purchase Order
Click Purchasing to see purchase orders.
The Purchase Order section lists all purchase orders for the project. Click a purchase order to view its details.
Tip: You can filter the Purchase Order section by clicking the filter
icon next to the PO #, Vendor, Technician, Date, Status, or Job # columns.
Click Add Return to create a purchase order associated with the project. For more information about returns, see Create, edit, copy, and cancel a return.
Note: Creating a purchase order associated with the project allows you to get the updated job tracking to reflect the returns for unused items.
Requisitions
Click Purchasing to see requisitions.
The Requisitions section lists all requisitions associated with that project created on both the Project screen and in other ServiceTitan sections. Click a requisition to view its details.
Bills
Click Purchasing to see bills.
The Bills section lists all purchase order bills associated with that project created on both the Project screen and in other ServiceTitan sections. Click a bill to view its details.
Technicians
Click Technicians to see technicians assigned to the project.
The Technicians section lists all technician activities related to the project.
Documents
Click Documents to see all forms from underlying jobs, photos, and other attachments for the project.
The Documents section lists all technician activities related to the project. For more, see Manage documents.
History
Click History to see activities associated with the project.
The History section lists all events, calls, notes, files, and emails for the project.
