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Summary

Summary

Summary tab

The Summary page collates all of the financial information of the Contract Job in a simple to read summary. When you are positioned on the Summary Information tab, pressing the Print button will print out the summary to the screen / printer.

Summary Information

The first column of the summary information grid displays a listing all of the Cost Centres assigned to the Contract Job as well as the Job Totals and Variation Totals. By double clicking anywhere in the list, you will be presented with a detailed analysis of all the costs accumulated so far. The following information is displayed for each row in the Summary Information list:

Contract Value

The total price you have agreed to will charge your contact, set in the Quoted Price of each Cost Centre.

Estimated Cost

The total cost you have estimated.

Commitments

The total cost of materials currently on order. A list of ordered parts can be displayed by right clicking on the Orders button on the Stages Toolbar.

Costs To Date

Actual costs accumulated to date from Parts and Labour.

Variance

The difference between the estimated cost and the actual cost plus commitments.

Contract Value

Summarised information on other Contract Job Card financial information

Original Value

The total price you have agreed to charge your contact excluding Variations

Approved Variations

The total price you have agreed to charge your contact for variations that have been approved.

Current Value

The total contract value including approved variations.

Estimated Profit

The profit you have estimated you will make on this job based on Contract Value less estimated costs. This is displayed as a percentage and dollar value.

Current Profit

The current profit calculated as the Current value less the actual cost of parts and labour.

Profitability Analysis

Accumulated Sell Price

The total sell price for parts and labour that has actually been added to a Contract Job. This gives you an indication of how much the value of parts and labour would have been worth if you billed it out directly rather than estimating it upfront.

Accumulated Cost

The total cost for parts and labour that has actually been added to a Contract Job.

Margin $

The dollar profit you would have made on the parts and labour accumulated on the Job Card if you had billed it out directly.

Margin %

The percentage profit on parts and labour accumulated on the Job Card.

% Complete

The overall percentage completed the job is based on the accumulated percentage completed of all stages and variations.

Billing Information

Billed to Date

The total amount billed to date excluding outstanding retained amounts.

Retained

The total amount retained and not yet invoiced.

GST / Tax

The dollar tax amount payable on invoices raised to date (excluding outstanding retention).

Payments to Date

The total amount paid against invoiced.

Profit to Date

The amount billed to date less the accumulated actual cost to date.