- Add a new Job with a user-defined
alpha/numeric number. Job Listings are controlled by an
Active/Inactive toggle and can be sorted by a user-defined
Job Status field
- Enter original contract and budget
amounts including unit cost budgeting. Utilize the Copy
Budgets option to duplicate codes from a similar job, with
or without budget dollars
- Lock budgets to preserve the
original budget amount. Changes to locked budgets
require a CO or budget transfer
- Print Budget reports by code or
type with projections
- Track Change Orders to both the
contract and budget from the point of request to approval
utilizing the Request for Change Order (RCO) summary
- Add and browse costs by code and
type of work. Include transaction dates, vendors, and
manhours for a full transaction detail by date
- Enter Projections for each cost
item, or let the system Auto Project for you
- Prepare for monthly progress
meetings with the Job Financial summary that tracks
contract, change orders, cash position, schedule, and a
summary of the cost forecast by type
- Determine overall percent complete
and over/under billings with the Work In Process routine.
Highlighted fields alert the user of possible error
conditions on the job. A range of solid reporting provides
quick analysis of the job progress
- View projected gain/loss on the job
using the Cost Projection by Code report. Displayed is the
original budget along with change orders and transfers. Cost
to date and total commitments are included to complete the
cost to complete and estimated total cost - therefore
calculating the projected gain/loss
- Enter and Browse To-Date Accounts
Receivable Billing and Receipts
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