Job Values

This screen allows you to view the following current information about a selected Job:

•	Planned and Actual Invoice Values (Prices and Costs)

•	Planned and Actual Job Values (Hours, Prices and Costs)

•	Cost Progress to date with projections

•	Timeline Progress to date with projections

•	Current WIP Value

List Tab

Display fields

The displayed fields are taken from the Job set up via the Jobs screen. The selection of which fields to display is at the user’s discretion. To select the fields to display simply ‘right mouse’ in the main panel and select ‘Customize List Fields’. On the displayed panel you can:

•	Click on the ‘Show field’ checkbox to display the field

•	Amend the column heading by changing the content of ‘Display Label’

•	Define the sort sequence of the records by going to the lower panel and dragging the field from ‘Available Fields’ to ‘Sort By’.

•	Click the ‘Save’ Button when done.

Data Display Options

Field Position - On the List screen you can move the field position by dragging the column heading left or right to the position where you want it to appear.

Filtering and Sorting - If you ‘check’ the checkbox then the displayed data is available for filtering and sorting:

•	To sort the data in a selected column simply click on the column heading. Clicking against will sort in descending order.

•	Click on the black ‘down arrow’ to the right of your selected column heading and you can either select a specific entry to display all records containing that entry, or you can select (Custom) to enter detailed selection criteria.

Include Closed Status - If this is checked then the displayed list will include those Jobs whose status is ‘Closed’

Searching - If you enter some text into the ‘Search’ field and click on the ‘binoculars’ Icon then all records will be interrogated and those records that contain the entered text will be displayed. To revert back to displaying all records click on the ‘Eraser’ Icon

Buttons

Close: This will close the Job Values screen. If you have any unsaved data then you will be asked if you wish to save it before the screen is closed.

Save: Not applicable to the List panel

Cancel: Not applicable to the List panel

Detail Tab

This screen allows you to view values relating to the selected Job in the List panel

Display fields

Order No: Display only field showing the selected Job Order Number.

Order Date: Display only field showing the date when the Job was ordered.

Status: Display only field showing the current Status of the Job Order.

Description: Display only field showing the description of the Job Order

Customer: Display only field showing the Customer for this Job Order.

Invoice Style: Display only field showing the Invoice Style being used for this Job Order. The displayed options are ‘From Actual Entries’ or ‘From Schedule’.

(Button) Invoice Schedule: Click on this button to bring up the ‘Job Invoices’ routine (described separately in this User Guide) for details on current and planned Invoices.

Retention Applies: Display only checkbox showing if this Job includes Retentions.

Retention %: Display only field showing the percentage Retention that will be applied to each Invoice generated from this Job,

Planned and Actual Invoices: Display only area showing the Invoices Planned and Actual Invoices created for this Job:

Costs

Planned Cost: The sum of Planned Costs for this Job

Invoiced Cost: The Costs to date from generated Invoices

% to Date: Percentage of Invoiced Cost to Planned Cost

Price

Planned Price: The sum of Planned Prices for this Job

Invoiced Price: The Invoice Value to date

% to Date: Percentage of Invoiced Price to Planned Price

Margin%

Planned: (Planned Price - Planned Cost) / Planned Price * 100

Invoiced: (Invoiced Price - Invoiced Cost) / Invoiced Price * 100

Planned and Projected Values: Display only area showing the original Planned and program evaluated Costs, Prices and Hours for the Job

Hours

Planned: The total planned Job hours evaluated from the Job Details

Projected: The projected Job hours taking account of actual hours to date.

Variance: Percentage of Projected to Planned Hours

Costs

Planned: The total planned Job Costs evaluated from the Job Details

Projected: The projected Job Cost taking account of actual costs to date.

Variance: Percentage of Projected to Planned costs

Price

Planned: The total planned Job Price evaluated from the Job Details

Projected: The projected Job Price taking account of actual Invoices to date.

Variance: Percentage of Projected to Planned Prices

Margin%

Planned: (Planned Price - Planned Cost) / Planned Price * 100

Projected: (Projected Price - Projected Cost) / Projected Price * 100

Costs and Progress: This area lets you view current and projected costs based on completions to date with provision to override the system-evaluated percentage complete.

Planned: The total planned Job Costs evaluated from the Job Details

Actual: The total actual Job Costs evaluated from the Job Detail actuals

% of Planned: Actual Cost / Planned Cost * 100

Remaining Planned: Remaining Cost taking account of current Task completions

Calculated %: This is the program evaluated percentage completion taking into account Job Line over-issues, completions, etc

(Prediction): Display only field showing the current trend of this Task. The display options are:

•	On Track (within percentage set up in Jobs>Settings>Job Rules)

•	Higher Unit Costs

•	Lower Unit Costs

•	Higher Usage

•	Lower Usage

•	Hi-Low Costs

•	Hi-Low Usage

•	Hi-Low Costs & Higher Usage

•	Hi-Low Costs & Lower Usage

•	Hi-Low Costs & Hi-Low Usage

•	Higher Costs & Higher Usage

•	Higher Costs & Lower Usage

•	Higher Costs & Hi-Low Usage

•	Lower Costs & Higher Usage

•	Lower Costs & Lower Usage

•	Lower Costs & Hi-Low Usage

Override % calculated completion: If this is ‘checked’ then you can enter an override percentage that will take priority when calculating the projected Cost and percentage of Planned value

Estimated %: This becomes ‘active’ if the Override % calculated completion’ checked is ‘checked’. You can enter a percentage complete value that will take priority when calculating the projected Cost and percentage of Planned value

Calc-Est Diff: The difference between the Calculated and Estimated percentages

Projected Cost: Based on continuing at current Cost Rate

% of Planned : Estimated final Cost percentage based on Planned Cost

Time and Progress: This area lets you view current and projected hours based on completions to date

Planned Hours: The sum of Planned Hours from this Job

Actual Hours: The sum of Actual Hours to date from this Job

% Of Planned: Percentage of current Actual Hours to Planned Hours

Remaining Planned: Remaining Hours taking into account the estimated percentage completion of the project (see ‘Estimated %’ below)

Calculated %: This is the program evaluated percentage completion taking into account over-bookings, completions, etc

(Prediction): Display only field showing the current time trend of this Task. The display options are:

•	On Track (within percentage set up in Jobs>Settings>Job Rules)

•	Higher Usage

•	Lower Usage

•	Hi-Low Usage

Override % calculated completion: If this is ‘checked’ then you can enter an override percentage that will take priority when calculating the projected Cost and percentage of Planned value

Calc-Est Diff: The difference between the Calculated and Estimated percentages

Projected Hours: Based on continuing at current rate

% of Planned : Estimated final Hours percentage based on Planned Hours

WIP Value: The current value of this job in WIP (I.e. The total Cost to date - Invoiced Cost)

Buttons

Close: This will close the Job Values screen. If you have any unsaved data then you will be asked if you wish to save it before the screen is closed.

Save: This will save the current data without exiting the screen

Cancel: Any changes made since the screen was opened or the last time the ‘Save’ Button was pressed will be lost.