Reports that are sorted per project number include Profit and Loss, Job Schedule, Over (Under) Billing, Backlog, Billing, Retention, Employee Summary, Costs by Period, and Labor Summary reports.
Profit and loss by project report
The Profit and Loss by Project report lists customers, percent complete, contract earned, actual cost to date, and profit or loss for jobs within the selected projects.
- Choose Reports > Job Cost > Sorted Reports > Project Reports > Profit and Loss.
- Use the From and To lookup buttons to select the print range. Choose Insert >>.
- Choose Print.
Job schedule by project report
The Job Schedule by Project report lists the contract, forecasted cost, anticipated profit, and contract-to-date amounts for jobs within the selected projects.
- Choose Reports > Job Cost > Sorted Reports > Project Reports > Job Schedule.
- Use the From and To lookup buttons to select the print range. Choose Insert >>.
- Choose Print.
Over (under) billing by project report
The Over (Under) Billing by Project report lists posted costs, estimated profit, revenues earned, and billed to date amounts for jobs within the selected projects.
- Choose Reports > Job Cost > Sorted Reports > Project Reports > Over (Under) Billing.
- Use the From and To lookup buttons to select the print range. Choose Insert >>.
- Choose Print.
Backlog by project report
The Backlog by Project report lists original contract, contract earned, and backlog amounts for jobs within the selected projects.
- Choose Reports > Job Cost > Sorted Reports > Project Reports > Backlog.
- Use the From and To lookup buttons to select the print range. Choose Insert >>.
- Choose Print.
Billing by project report
The Billing by Project report lists total contract, gross billed retention, net billed, and cash received amount for jobs within the selected projects.
- Choose Reports > Job Cost > Sorted Reports > Project Reports > Project Billing.
- Use the From and To lookup buttons to select the print range. Choose Insert >>.
- Choose Print.
Retention by project report
The Retention by Project report lists the total contract, retention withheld, retention billed, and billable retention amounts for jobs within the selected projects.
- Choose Reports > Job Cost > Sorted Reports > Project Reports > Retention.
- Use the From and To lookup buttons to select the print range. Choose Insert >>.
- Choose Print.
Employee summary by project report
The Employee Summary by Project report contains all hours, labor amounts, overhead amounts, and totals for each job number assigned to a project. The transaction beginning and ending dates must match the Date To dates from payroll entry.
- Choose Reports > Job Cost > Sorted Reports > Project Reports > Employee Summary.
- Select a Project Number.
- Enter beginning and ending dates.
- Choose Print.
Costs by period by project report
The Costs by Period by Project report lists the actual costs to date and costs per selected period for jobs within the selected projects.
- Choose Reports > Job Cost > Sorted Reports > Project Reports > Costs by Period.
- Enter the range of years and periods.
- Select the project number print range and choose Insert >>.
- Choose Print.
Labor summary by project report
The Labor Summary by Project report contains all hours and totals for each job number assigned to a project. The transactions on the report are based on the general ledger posting date. This report is for open jobs only.
- Choose Reports > Job Cost > Sorted Reports > Project Reports > Labor Summary.
- Select a Project Number.
- Enter beginning and ending dates and choose Print.
