*Explanation of Each Column

Projection Detail Field Definitions

This section explains the detailed fields used to calculate projections in the Resource Planning module.

These values represent the building blocks behind forecast calculations, production tracking, and performance metrics.

General Job & Cost Information

Site Name
The jobsite name and number associated with the projection row.

Phase Code / Description
The phase of work this row belongs to, including both code and description.

Cost Type
The cost category for the row (such as labor, equipment, material, etc.).

Job Department
The department or division within the job that this row is assigned to.

Unit of Measure (UM)
The unit used for tracking quantities (for example: hours, tons, feet, etc.).

Locking & Status

Is Locked
Indicates whether the projection or department has been submitted:

• 1 = Locked (submitted)
• 0 = Open (editable)

Locked rows cannot be modified unless the projection is reopened.

Revised Values (Adjusted Data)

Revised Budget Units
Budgeted units plus any manual unit adjustments.

Revised Actual Units
Actual units plus any manual corrections.

Revised Budget Hours
Budgeted hours including any manual adjustments.

Tip: Revised values allow teams to correct or adjust field data without changing the original budget.

Production & Cost Rates

Budgeted Production Rate
The planned production rate based on budgeted units and hours.

Actual Production Rate
The actual production rate based on actual units and hours.

Budgeted Cost Rate
The planned cost per hour based on the budget.

Actual Cost Rate
The actual cost per hour based on recorded costs.

Core Production Metrics

Earned Hours
The number of hours that should have been used based on completed production.
This represents the "value of work performed" expressed in hours.

Calculated Projected Hours
The system-calculated forecast of total hours at completion.
This adjusts based on current production performance.

Watch for: If Calculated Projected Hours are higher than budget, production may be trending inefficiently.

Key Performance Indicators (KPIs)

Physical % Complete
The percentage of work completed based on earned hours vs budgeted hours.

Production Factor
Compares earned hours to actual hours.
Shows how efficiently labor is being used.

Cost Factor
Compares budgeted cost rate to actual cost rate.
Indicates whether costs are trending higher or lower than planned.

LEI (Labor Efficiency Index)
A combined efficiency metric using both production and cost performance.
Helps identify overall performance efficiency for the row.

Tip: A lower LEI typically indicates declining performance or inefficiency.

Forecast Cost Metrics

Expected Amount
The cost that should have been incurred based on percent complete.

Expected vs Actual Cost
The difference between expected cost and actual cost:

• Positive = under budget
• Negative = over budget

Calculated Projected Amount
The system-calculated forecast of total cost at completion based on performance trends.

Completion Metrics

% Units Complete
Percentage of total units completed.

% Hours Complete
Percentage of total hours used compared to budget.

% Cost Complete
Percentage of total budgeted cost that has been spent.

Variance Metrics

Variance Units
Change between the last projection and the current projection in units.

Variance Hours
Change between the last projection and the current projection in hours.

Variance Cost
Change between the last projection and the current projection in cost.

These values show how the forecast has changed over time.

Over / Under Metrics

Over/Under Units
Difference between budgeted units and projected units.

Over/Under Hours
Difference between budgeted hours and projected hours.

Over/Under Cost
Difference between budgeted cost and projected cost.

These values indicate whether the job is trending over or under plan.

Change Order Metrics

Pending Adjustment (Units / Hours / Cost)
Represents pending change order impacts not yet fully incorporated into the budget.

Approved Change Order (Units / Hours / Cost)
Represents changes that have already been incorporated into the current budget compared to the original budget.

Projection Spread

Projected Spread
The total projected cost distributed across future periods.
This is used for forecasting cost over time.

Post-Projection Activity

Posted After Projection (Cost / Hours / Units)
Represents activity that occurred after the projection was created.
Helps identify changes that were not included in the original projection snapshot.

Important: If these values are significant, the projection may need to be refreshed.

Budget Update Indicator

Has Budget Update Since Initialize
Indicates whether the budget has changed since the projection was last initialized:

• 1 = Budget has been updated
• 0 = No changes

Helps identify whether projections may be out of sync with the latest budget.

Summary

The Projection Detail fields provide the foundation for all forecasting, production tracking, and performance analysis in the system.

They allow teams to understand:

• How work is progressing
• How efficiently resources are being used
• Where cost is trending
• How projections are changing over time