Cost to Complete Report - Project Level

User Personas: Admin | Project Management| Project Executive | Accounting

The Cost to Complete report in eSUB allows you to track, forecast, and adjust the projected cost and gross profit of a project in one place. The report 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.

To perform the actions described in this article, a User must have access to the project and permission group access to the Job Cost report. If you are an Admin User you can update your permissions by following the steps in Set Up User Permissions or you may contact an Admin User to adjust your permissions.

Use the links below to quickly jump to a topic:

• Before You Begin
• Accessing the Cost to Complete Report
• Details of the Cost to Complete Report
  • KPI Cards
  • Filter Bar
  • The Cost to Complete Table
  • Project Total Grand Row
• Status Indicators
• Making Adjustments
• Exports
   

Before You Begin

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

• Contract Value – The Current Contract Value drives from the SOV total entered in Progress Billings (or contract value entered in project info if an SOV is not used) + approved Change Orders.
• Budget – Input your cost code budgets under your project settings. These values will constitute your original budget.
• Daily Reports – Create daily reports with Crew Member hours. Confirm Crew Members have their Labor Classes assigned and the Project is assigned the appropriate Rate Template. These costs pull into the committed labor category.
• Purchase Orders— Confirm your purchase orders are in the open, partial shipment, received in full, or complete status. These costs flow into committed cost for the Material, Equipment, Subcontractor, Overhead and Other categories.
• Approved Change Order Requests (CORs) — Confirm your CORs are approved and the approved amount is entered. This information updates the current budget and the current contract value.

Accessing the Cost to Complete Report

To open the report from a project:

• Select a project from the Projects list
• View Reporting on the slide-out menu
• Select Cost to Complete

To open the report from the Global Navigation Menu:

• Select the Reporting icon
• View Project Reports on the slide-out menu
• Select Cost to Complete
• Select the desired project from the dropdown menu in the top right

For details on the Global Cost to Complete Report see the Cost to Complete Report - Global Level. *This article is coming soon. 

Details of the Cost to Complete Report

The report is organized top-to-bottom into four bands:

KPI Cards

The four KPI at the top of the report are an executive-level summary. Each card has a colored left border that matches its meaning, and a meta line under the value shows context such as variance vs. original budget or gross profit percentage.
 

• Original Budget: The baseline budget loaded against the project at award.
• Current Budget: Original Budget + the cost side of approved CORs. Delta indicator chip shows the difference vs. original budget. 
• Projected Cost at Completion: Sum of At Completion across all rows in the table.  Committed (Labor and POs)+ Remaining + Manual UI Adjustment.  (Remaining is floored at zero).
• Projected Gross Profit: Current Contract Value - Projected Cost at Completion. The card displays green when ≥ 0 and red when < 0. The delta indicator shows GP % and ± variance vs. original.
• Current Contract Value: This value derives from your Schedule of Values (SOV) + Approved CORs. If no SOV is present, it falls back to the Contract Value on the Project Info page + Approved CORs.

Filter Bar

Expand and Collapse

Select Expand All to open every group at once or Collapse All to roll everything back up to the pivot dimension.
 

Through Date

The through date will default 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. 

• A Change Order is included if it was approved on or before the Through Date.

• A Purchase Order is included if its PO date is on or before the Through Date.

• A Time Card is included if its labor date is on or before the Through Date

Grouping

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

• Category (default): Rows are grouped by category (Labor, Material, Equipment, etc.); cost codes appear beneath each category as a sub row. Use this view when you need a cross-job lens on a single cost type.
• Cost Code: Rows are grouped by cost code; categories appear beneath each cost code as a sub row. Use this view when you need to monitor performance by scope of work.

The Cost to Complete Table

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

Budget Columns

• Original Budget: Baseline value at award, entered in the Project budget
• COR: Net dollar value of Approved Change Order Requests applied
• Current Budget: Original Budget + cost side of Approved CORs

Costs Columns

• Committed:
  • Labor - pulls from Daily Report hours x Crew Member Labor Rates
  • All other categories - pull from Purchase Orders in the Open, Partial Shipment, Received in Full, and Complete statuses.
• Remaining: Current Budget − Committed (This will be 0 if the committed costs exceed the current budget)
  • Hover the red $0.00 value to see the actual overage amount
• % Used: Committed ÷ Current Budget

Projection Columns

• Adjustment: Manual entry based on known project status
• At Completion (line): Committed + Remaining + Adjustment
• At Completion (group): SUM(Committed + Remaining) + Group Adjustment

Project Total Grand Row

A Project Total row pinned at the bottom of the table rolls up every group. The At Completion cell on this row uses the same over/under coloring as the individual rows — green when the projected total is at or below the Current Budget, red when over.

Status Indicators

Each row carries visual health indicators on the % Used and At Completion cells. The thresholds below are applied consistently across row, group, and Project Total rows:

• On track (blue): % Used is less than 90%. You are comfortably inside the Current Budget. Review on your normal cadence.
• At risk (amber): % Used is between 90% and 100%. Investigate before slippage becomes a true overage — talk to the field and capture any adjustment you need.
• Over (red): % Used is greater than 100%. The At Completion cell turns red and the Remaining badge turns red. Action required — consider a scope review, a change order, or a documented Adjustment.

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:

• Locate the row you want to adjust in the data table.
• Select the Adjustment cell
• Type a value or use the ▴/▾ steppers to change the value in $100 increments. Positive numbers add projected cost; negative numbers reduce it.
  • Green: A positive adjustment that increases the projection.
  • Red: A negative adjustment that decreases the projection.
• Press Tab/Enter or select outside the cell to commit the change.

When a project is complete, adjust any rows that are less than 100% by the amount remaining to see your 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.

Exports

The Cost to Complete report can be printed as a PDF or exported to an Excel or CSV file. Select the Action Button then select your preferred export format.

If you are reconciling against another system, note the export will read $0 in the remaining column as displayed in the UI (not the underlying negative). You will need to use the tooltip in the UI to recover the true overage.

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