Set Up Your Project for Job Cost Reporting

User Personas: Project Management

To get the most out of job cost reports, ensure that your project’s budget and contract details are fully configured. Once the project is configured, budget adjustments can be made through Change Order Requests (CORs) and commitments to costs, labor hours, and production units can be made through Daily Reports (DRs) and Purchase Orders (POs).

To perform the actions described in this article, a user must have the Project Admin - Project Settings - Edit permission.

Use the links below to quickly jump to a topic:

• Enter the Project’s Contract Value
• Set the Project’s Labor Rate Template
• Set Up the Project’s Cost Codes
• Configure the Project Budget
  • Manually Enter the Project Budget
  • Import the Project Budget

Enter the Project’s Contract Value

The Contract Value is used on job cost reports to calculate revenue margins against committed costs. Committed costs are generated as a byproduct of documenting the purchases and labor that your company performs for the contract.

1. Go to the project, then select Project Info under Settings in the slide out menu
2. Select Edit on the action button
3. Enter a dollar amount in the Contract Value field
4. Select Save when finished

Set the Project’s Labor Rate Template

Rate Templates are configurable rate structures that allow your DR Crew hours and COR labor items to populate labor rates on job cost reports.

An admin can configure the available Rate Templates for your company. For more guidance on configuring Rate Templates, see the Labor Rates Setup article.

1. Go to the project, then select Project Info under Settings in the slide out menu
2. Select Edit on the action button
3. Choose the desired rate template in the Craft Template field
4. Select Save when finished

Set Up the Project’s Cost Codes

Configuring the project cost code list helps job cost reports to be more accurate by allowing you to rename and/or hide cost codes without budgeted activities from CORs, DRs and POs.

An admin can configure the default company cost codes list under Company Settings. See the Cost Codes Setup article for more guidance.

Hide cost codes that are not applicable to a project to simplify workflows for your users and minimize the risk of users selecting the wrong cost codes while creating project documentation.

Configure the Project Budget

The project budget can be entered manually or imported via the provided CSV template. For complete steps and additional guidance on configuring the budget, see the Project Budget Setup article.

1. Select a project from the project list, then select Budgets under Settings in the slide out menu

Follow the steps in one of the sections below depending on your preferred method of inputting the budget:

Manually Enter the Project Budget

From the Budgets page:

1. Select Edit on the action button
2. Use the inline fields to enter the budgeted values for each cost code
3. Select Save when finished

Import the Project Budget

From the Budgets page:

1. Select Import on the action button
2. Download the file template and fill it out with your project budget
   • Cost Code Name and Number are required for each budget row
   • Existing cost codes on the import form that have a differing name will be renamed for the given project
   • Use only whole number values and avoid negative values for the hours, units and cost fields
   • If entering units, use the abbreviation for the unit of measure
   • New cost codes on the import form will be created as new company cost codes, if the user has permissions to do so
3. Select Choose File and upload the filled-out file template
   • Make changes to estimates using the inline fields if desired
4. Select Save when finished