The Job Performance Report for a ‘Total Cost to Complete’ scenario is found predominately in the Commercial Building sector. Please note that this topic follows the steps carried out in Forecasting Total cost to complete.
1. Within Job Costing
2. Go to Job listings
3. Locate the job for which you want to run the report
4. Right click on the job and select Print
5. Select Job Performance Analysis Report
6. On Job Performance Analysis options window ensure you have selected the following –
•Display Cost to Complete based on – Commitments or Cost to Date as desired
•Display Overrun based on – Forecasts
|
Column |
Description |
|
Original Budget |
As the name suggests |
|
Variations |
Approved or Unapproved variations as selected in step 6 |
|
Total Budget |
The sum of the Original Budget + Variations |
|
Budget Committed (Order/Contract) |
Purchase Orders and Contracts Raised Value for Job (inclusive figure from the Costs to Date – Invoiced with Commitments) |
|
Budget Committed (Other Budget Used) |
Vouchers, disbursements, timesheets and unlinked invoices entered against the job (inclusive of the Costs to Date – Other Budget Used) |
|
Budget Committed (Total Committed) |
The sum of the two former Budget Committed columns – Order/Contract and Other Budget Used. |
|
Cost to Date (Invoiced With Commitments) |
Invoices that have been entered against the job that has links to a purchase order or contract (Budget Committed – Order/Contract) |
|
Cost to Date (Other Budget Used) |
Disbursements, timesheets and unlinked invoices entered against the job |
|
Costs to Date (Total Costs) |
The sum of the previous Costs to Date (Invoiced with Commitments and Other Budget Used) |
|
Costs to Complete |
Forecasted value less either the Budget Committed (Total Commitments) total or Total Costs to Date as selected on the report options window in step 6. |
|
Future Forecast |
Forecasted value for the cost centre as defined in the forecasting module as at expected end of project - total cost to complete (refer to the TOPIC for Total Cost to Complete in Forecasting. |
|
Overrun |
Difference between Total Budget and Future Forecast where the forecast is more than the total budget |
|
Underrun |
Difference between Total Budget and Future Forecast where total budget is more than the future forecast. |