Cost to Complete Report

User Personas: Admin | Project Manager

The Cost to Complete report lets you track, forecast, and adjust the projected cost and gross profit of your work in one place. It combines your original budget, approved Change Order Requests (CORs), committed costs, and a forward-looking projection so you can determine your projected gross profit. It helps Project Managers monitor cost performance, supports Project Executives in reviewing margins, and gives Accounting a consistent forecast for WIP reporting.

There are two versions of the report: a Project-Level report for a single project, and a Global report that rolls projected cost, current budget, and variance up across every project you can access.

You will need permission group access to Job Cost Reports to use the features below. See the Permissions section at the end of this article.

Use the links below to jump to a topic:

• Before You Begin
• Accessing the Cost to Complete Report
• KPI Cards
  • Project Level
  • Global Level
• Report Controls
  • Through Date
  • Grouping
• The Cost to Complete Table
  • Columns
  • Project Total Row
  • Status Indicators
• Making Adjustments
• The Global Cost to Complete Report
  • Global Filters
  • Global KPI Cards
  • Reading the Global Table
• Exports and Print
• Permissions

Before You Begin

For the report to display accurate numbers, the following data should already exist in eSUB for each project you are reviewing:

Accessing the Cost to Complete Report

To open the report from a project:

1. Select a project from the Projects log.
2. View Reporting on the slide-out menu.
3. Select Cost to Complete.

To open the report from the global navigation menu:

1. Select the Reporting icon.
2. View Project Reports on the slide-out menu.
3. Select Cost to Complete.
4. Select the desired project from the drop-down menu in the top right. The project picker recognizes your Favorites and Market Areas.

The Global Cost to Complete Report opens from the same Reporting icon under the Global Reports section, covered later in this article.

KPI Cards

The KPI cards across the top of the report are an executive-level summary of your project(s). Each card has multiple characteristics, links, color identifiers, and a description under the values show context such as variance against the Original Budget or the Gross Profit percentage. The card set differs between the two levels of the report: 

• The project-level report shows five cards focused on a single job's budget and profit.
• The global-level report shows four cards that roll and summarize the filtered projects up.

Project Level

The five project-level cards summarize the job under the active Through date. Each card's context line shows the formula behind the value or the difference against the Original Budget.

The card colors are fixed unless otherwise notes and identify the card rather than its health:  Active Projects - Slate Current Budget - Blue Projected Cost at Completion - Amber Current Contract Value - Slate and Yellow background.  Only the Projected Gross Profit card changes color with its value.

Global Level

The four Global cards summarize the filtered set of projects and recompute every time you change a filter, the grouping, or the Through date. Each card's context line shows the formula behind the value.

The card colors are fixed unless otherwise notes and identify the card rather than its health:  Active Projects - Slate Current Budget - Blue Projected Cost at Completion - Amber Only the Variance card changes color with its value.

Report Controls

The filter bar above the table controls what the report calculates and how the rows are organized. Select Expand All to open every group at once, or Collapse All to roll everything back up to the grouping dimension.

Through Date

The Through date defaults to the current date for live tracking. To view the data for a prior cut-off date, adjust the date accordingly. Only costs are date filtered:

Grouping

The same data can be viewed in two ways depending on the question you are trying to answer. Change the Grouping selector in the filter bar:

The Cost to Complete Table

Each cell in the report follows a formula. Knowing these formulas helps you reconcile the report against the Job Cost Report or your accounting system.

Columns

Project Total Row

A Total row pinned at the bottom of the table rolls up every group using the same column formulas as the individual rows. 

As Remaining Costs never drop below $0 on each row, an over-budget row passes its overage into the Total row's At Completion value, so the total can project higher than the Current Budget even while the Total row's % Used is still under 100%.

Status Indicators

Each row carries visual health indicators on the % Used and At Completion cells. The thresholds below are applied consistently across line, group, and total rows on both the project-level and Global reports.

% Used Status Indicators

These color indicators ONLY apply to values in the % Used column:

Indicator	% Used	What it means
	Less than (<) 90%	You are comfortably inside the Current Budget. Review on your normal cadence.
	90% to 100%	Investigate before slippage becomes a true overage. Talk to the field and capture any adjustment you need.
	Greater than (>) 100%	The At Completion cell and the Remaining badge returns a Red $0.00 chip( ). Action is required: consider a scope review, a change order, or a documented Adjustment.

At Completion Status Indicators

At Completion colors independently:

Indicator/Example	What it means
	When a row's % Used exceeds (>) 100%:  The % Used bar returns in Red The Remaining badge renders in Red ( ). At Completion value renders in Red ().
	Rows at or under budget display At Completion in Slate

Making Adjustments

Adjustments are how you bake field intelligence into the forecast. If you know a cost code is going to come in higher or lower than the math suggests, enter the delta in the Adjustment column on that row. The At Completion column, the Project Total row, and the KPI cards all recalculate in real time.

To make an adjustment:

1. Locate the row you want to adjust in the data table.
2. Select the Adjustment cell.
3. Type a value or use the ▴/▾ steppers to change the value in $100 increments. 
4. Positive numbers add projected cost (Green)
5. Negative numbers reduce the projected cost (Red).
6. Press Tab or Enter, or select outside the cell, to commit the change.

When a project is complete, adjust any rows that are less than 100% Used by the amount remaining to see your final Projected Gross Profit for the job.  Example: if a line has $500 remaining, enter −$500 in the Adjustment field to designate that the remaining amount will not be spent.

If you are reconciling against another system, note the report on-screen reads $0 in the Remaining column as displayed on screen, not the underlying negative value. Use the hover tooltip on the red chip in the report to recover the true overage.

The Global Cost to Complete Report

The Global Cost to Complete report gives you a single, company-wide view of projected cost, current budget, and variance across every project you can access. It rolls up the same numbers you see on each project-level report so you can monitor margin and risk at the company level without opening every project. Use it to answer two questions: 

How is my projected cost trending against my current budget? 

Which projects, Project Managers, or Market Areas are driving the variance?

To open the Global report:

1. Select the Reporting icon on the global navigation menu.
2. Under the Global Reports section, select Cost to Complete.

A Last Updated indicator in the header shows how long ago the underlying data changed, and a Refresh action re-pulls the data on demand. The Through date works the same way as on the project-level report.

The Adjustment column is read-only on the Global report. Adjustments roll up from each project-level Cost to Complete report, so enter them there first.

Global Filters

A Filters panel above the table narrows the company-wide view to the projects you want to review. Filters apply immediately as you make changes; there is no Apply button. With no filters applied, every visible filter reads All, and Clear all filters resets the view.

Reading the Global Table

Each row in the table represents one project, or a subtotal row at the group level. Columns mirror the project-level Cost to Complete columns so you can read them the same way, and the status indicators use the same thresholds.

Use the Grouping drop-down menu above the table to organize the rows. The grouping affects how subtotals are calculated and displayed:

When groups are present, select the ⌄ on any group header to expand or collapse that group individually.

Drill through to a project: select the report indicator on a project row to open that project's Cost to Complete report.

Grand Total row: pinned at the bottom of the table, it rolls up every project visible in the current filter regardless of grouping. The At Completion cell uses the same over/under coloring as the individual project rows.

Exports and Print

On both the project-level and Global reports, select the floating Actions button in the bottom-right of the report and choose a format:

If you are reconciling against another system, note the export reads $0 in the Remaining column as displayed on screen, not the underlying negative value. Use the hover tooltip on the red chip in the on-screen report in your eSUB Account to recover the true overage.

Examples of these format options are at the bottom of this article.

Permissions

Both levels of the Cost to Complete report use the same permission as the rest of the Reporting menu:

If you are an Admin, you can update permissions by following the steps in Set Up User Permissions; otherwise contact an Admin to adjust your permissions.