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 Cost to Complete report so you can monitor margin and risk at the company level without opening every job.
The Global Cost to Complete report is reached from the global Reporting menu. The report answers two questions company-wide: how is my projected cost trending against my current budget, and which projects, project managers, or Market Areas are driving the variance?
To perform the actions described in this article, a User must have access to the Job Cost Report (Can View permission) — the same access already required for the per-project Cost to Complete 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
Because the Global report is a roll-up, the accuracy of its numbers depends on the data quality of the underlying projects. For the most accurate Global view, confirm the following on each project that should appear in the report:
- Contract Value: Enter the SOV total in Progress Billings, or the contract value on the Project Info page if you do not use SOVs.
- Budget: Load original cost code budgets under project settings.
- Daily Reports: Crew Members have Labor Classes assigned, and the project is assigned the appropriate Rate Template.
- Purchase Orders: POs are in the Open, Partial Shipment, Received in Full, or Complete status.
- Approved CORs: Approved Change Order Requests have approved amounts and the accurate approved date entered.
- Adjustments: Confirm the appropriate adjustments have been made to the project level Cost to Complete Report. Adjustments cannot be made at the global level.
- Market Area (optional): Assign a Market Area to each project that should be grouped in the report. Projects without a Market Area appear under an Unassigned group when grouping by Market Area.
Opening the Global Cost to Complete Report
To access the Global Cost to Complete Report:
- Select Reporting from the global navigation menu.
- Under the Global Reports section, select Cost to Complete.
A header indicator updates automatically so you always know how fresh the data is.
Filtering the Report
A Filters panel above the table lets you narrow the company-wide view to the projects you want to review. With no filters applied, every visible filter reads All.
- Market areas: Multi-select. Filter to one or more Market Areas — for example, Commercial and Healthcare. To update this field, see the project’s Project Info page.
- Project managers: Multi-select. Filter to one or more PMs to review a single manager’s book of business. To update this field, see the project’s Project Team page.
- Project status: Multi-select. Filter by project status to focus on active jobs, jobs that are closing, or any combination. To update this field, see the project’s Project Info page.
Filters apply immediately as you make changes — there is no Apply button. The KPI cards and the table recompute on every change.
KPI Cards
Four KPI cards across the top of the report summarize the filtered set of projects. The KPI cards recompute every time you change a filter, the grouping, or the Through date.
- Active Projects: Count of projects in the current view, with a Market Area breakdown shown below.
- Current Budget: Original Budget plus Approved CORs across visible projects.
- Projected Cost at Completion: Committed + Remaining + Adjustments across visible projects.
- Variance: Current Budget - Projected Cost at Completion. Color-coded positive (favorable) or negative (unfavorable).
Grouping and Filtering Data
Users may choose to group and filter the table in various ways to suit their specific needs.
Expand All and Collapse All: Display all rows, or only groups as desired.
Through Date: The Through date defaults to the current date for live tracking. To view data for a prior cut-off, 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 Timecard is included if its labor date is on or before the Through date.
Grouping: Use the Grouping dropdown above the table to organize rows. The grouping affects how subtotals are calculated and displayed.
- Market Area (default): Projects are grouped by their assigned Market Area, with a subtotal row for each group.
- Project Manager: Projects are grouped by Project Manager.
- Flat List: All projects are shown as a single list with no grouping.
When groups are present, select the chevron on any group header to expand or collapse that group individually.
Refresh: Select Refresh to re-pull the underlying report data. The header indicator at the top of the page (Underlying data changed {time} ago) shows how stale the current view is.
The Cost to Complete Table
Each row in the table represents one project (or a subtotal row at the group level). Columns mirror the Project Cost to Complete report so you can read them the same way:
Columns:
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: This field is read only and must be adjusted on the Project Level report. See Cost to Complete Report - Project Level
- At Completion (line): Committed + Remaining + Adjustment
- At Completion (group): SUM(Committed + Remaining) + Group Adjustment
Accessing the Project Cost to Complete Report: Click on the report indicator to open that project’s Cost to Complete Report. combined with a risk indicator (At Risk, Over Budget) based on the projection.
Grand Total Row
A Grand Total row pinned at the bottom of the table 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.
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.
Exports
Select the floating ACTIONS button on the page to print or export the report. Three options are available:
- Print Report: Print-friendly layout including the KPI summary.
- Export Report as Excel: .xlsx export including KPI totals and the Grand Total row.
- Export Report as CSV: Flat .csv export of the visible rows.
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). Use the tooltip on the red chip in the UI to recover the true overage.
Examples of these format options are at the bottom of this article.
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