Viewing a summary of costs by cost code segment

You can view a summary of costs by cost code segment including phase, step, detail, and component.

1. Choose Inquiry > Job Cost > Job Status.
2. Choose a job and choose the tree view button in the Job field.
   • Each level in the tree view represents a segment in a cost code number. The first level in the tree view is the phase; the second level is the step; the third level is the detail; the fourth level is the component. The number of available segments depends on the number specified during cost code setup.
   • You can choose the "+" button on a segment to expand the tree view.
   • You can zoom on the Actual Cost to Date and Committed Cost column headings for each level to view additional information. Zooming on the Actual Cost to Date column opens the Cost Code Summary window. Zooming on the Committed Costs column opens the Committed Costs Inquiry window.

Choose a segment level and zoom on a column heading. The window that opens contains cost code information only for cost codes that contain that segment level in the tree view. For example, if you clicked on a phase level before zooming on the Committed Costs column, information will appear in the Committed Costs Inquiry window only for cost codes associated with that phase. If you choose a step level (which is one step below the phase level) before zooming, information will appear only for cost codes that contain that step within that phase. The lower the tree view level, the more specific the cost code information will be.

• The % Variance is calculated as: ((Total Estimate - Actual Cost to Date) / Total Estimate) x 100
• The Cost to Complete (Overrun) column is calculated as: (Total Forecast - (Actual Cost to Date + Committed Cost))
• The Job Total field contains the total costs for each column.