Job Financials
Overview:
Job Financials can be accessed either from the Site Map menu item under Lists, or using the button on the Jobs screen. Job Financials switches the Jobs display from Job Maintenance details to financial details, listing important summarised information for each displayed job. Note that if you wish to review information about a grouping of jobs, the Contract screen may be more appropriate as the Contract Summary displays data from all subjobs. The Job Code link and blue ellipsis button options are exactly the same as the Jobs screen, and are explained in more detail on that page.
Screen Guide:
Use the Job List button to switch the view to the Jobs list. By default, the filter is set to only show "Open" jobs, i.e. jobs with the Closed and Finalised flags unchecked.
Revenue Budget is the total amount from revenue lines from the job's budgets.
Cost Budget is the total amount from cost lines from the job's budgets.
Margin Budget is the difference between the Revenue Budget and Cost Budget figures.
Margin is the percentage of the Margin Budget compared to the Revenue Budget.
Unapproved Revenue is the total of all Job Invoices for the job that are in an unapproved state.
Approved Revenue is the total of all Job Invoices for the job that are in an approved or updated state.
Total Revenue is the total of all invoices for the job to date.
Cost to Date is the total cost of all transactions (including purchases, timesheets, adjustments, etc.) of the job.
Surplus/Deficit is the difference between the Total Revenue and the Cost to Date. If the result is negative, the deficit is represented as a red number. Note that in the above example, job 0001 has multiple subjobs which, when taken individually, do not show a true surplus and deficit. The Contract Summary is a more appropriate place to view summarised information about the contract.
% is the percentage Surplus/Deficit out of the Total Revenue.
Outstanding displays all outstanding Purchase Order and Work Order lines that have been applied to the job.
Next Steps:
You can view the underlying data by clicking on the blue ellipsis button and selecting Job Enquiry.