Summary Tab

Summary Tab

The Summary Tab is part of cost projections and allows users to see a summarized view of all projections and forecasts.

To access, navigate to Jobs>Jobsite>Projections or Jobs>Global Projections. Users can select a date, Initialize, Approve (if button is green) or export the summary.

Users will be able to see their own customized view of Metrics and Totals of Projected values. Red values totals resemble underallocation. Green value totals resemble overallocation:

• Headers

  • Original Contract Value

  • Approved Change Orders

  • Current Contract Value

  • Notices to Proceed

  • Est Rev at Completion (ERAC)

  • Potential Revenue Additions

  • Total Projected Cost at Completion

  • Margin w/out COs

  • Pending COs

  • Gross Profit with COs

  • Gross Margin with COs

• Costs

  • Production

  • Labor

  • Equipment

  • Subcontractors

  • Materials

  • All Columns All Phases

  • Rollups

  • Committed With Change

  • Cost not included in other categories

  • Estimated Cost at completion (ECAC)

  • Gross Profit

  • Margin

• Financial KPIs

  • Actual Cost To Date

  • % Complete - Cost

  • Earned Revenue

  • Billed To Date

  • Over/(U)nder Billings

  • Original Gross Profit %

  • Bid Vs Actual

• Production

  • Earned Hours

  • Actual Hours

  • Projected Hours @ Actual

  • Estimated Hours at Completion

  • Current Est Comp Rate

  • Actual Comp Rate

  • % Complete - Physical (EH/CE)

  • Productivity

  • Comp Factor

  • LEI

  • Expected Cost VS Actual

  • Calculated Projected Amount

  • Projected Labor Cost @ Actual

  • Labor Estimated Cost At Completion (ECAC)

Users can also search and submit projections at the bottom of the page. Search by Job, Description, Date, or Submitted By. Or select ‘Submit’ or ‘Unsubmit’ to un/submit an existing projection. 

To learn more about initializing a projection, read this article: Initialize Projection

To learn more about the Summary Tab Setup as an Admin, read this article: Projection Setup