The
Job Progress report is a client report that shows up-to-date
totals for a job. It’s ideal for making your point at client
meetings, since the client will see each job's estimate, hours,
and costs—but with markups and commissions, not the actual
costs. Clients (and nosy staff members) won't see they agency's
cost rates, either.
1. You can print Job Progress reports for one
job at a time or for a range of jobs for one client.
By entering a range of production or billing status codes,
you can see which jobs are stalled, pending client approval
for example. By focusing on certain status ranges, you’ll
know which jobs—or clients—need follow up.
2. The Job Progress report gives an at-a-glance
overview of the job’s estimate, change orders,
and actual amounts spent so you’ll know if costs
and time are on track. By keeping tabs on this critical
information, AEs can either rein in the job to keep
it’s spending on track—or approach the client
with a change order.
3. Each of the job’s tasks is listed with
estimated amounts, followed by costs (including change
orders, labor, open POs,) and billing amounts. You’ll
be able to see how the costs for each line item are
contributing to the job’s profitability.
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4.
The Estimated Hours and Actual Hours columns compare how many
hours were planned to complete the job versus time spent so far.
A quick comparison between estimated and actual labor hours and
the production status will send up a red flag for any potential
pitfalls, which there’s still time to make changes.
5. The Open POs column tells you not only the
dollars committed to a task, but also whether or not
a PO has been issued. If there’s no amount in the
open POs column and billings don’t match the estimate,
you can bet a PO hasn’t been issued yet.
6. Every kind of cost is included, i.e., time,
A/P, expenses, internal charges, job cost transfers
and check amounts directly costed to the job. The gross
(billable or marked up) amounts are subtotaled by task
providing important task by task totals as well as
total gross costs for this job.
7. Billed amounts from posted A/R invoices is
listed by task and totalled for this job showing the
AE any previous billings.
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8. The
Unbilled column shows the total costs, time, and expenses that
are ready to be billed now. It increases whenever A/P, time cards,
and expenses are posted then reduced when the job is billed. It
always shows the difference between the job’s total gross
costs less billings.
9. The Estimate + Change Orders amount reflects
the total amount the client has agreed to pay for the work.
10. The Estimate Remaining amount shows the
job’s total estimate less its billings to date.
It lets you know how much money is left to spend on
the job.
11. The Hours Remaining amounts show the job’s
total estimate hours less its actual hours posted from
time cards. You’ll zero in on the labor portion
of this job see how many hours are left to complete
the work.
12. The Gross Costs + Open POs amount is sum
of the outside costs (from A/P), including markups,
plus open POs/IOs/BOs. You’ll know the total outside
costs associated with this job.
13. If the job was billed in advance, you’ll
see the amount of its advance billing here. This total
decreases when advance billings are applied to subsequent
job billings.
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