Projections

Jobsite Projections

• To View, Initialize, or Export a Job Projection, first select ‘Jobs’ from the top navigation bar, select, ‘Jobs List’ from the drop down menu.

• Select any job and navigate to the ‘Projections’ page.

From this page users can see the following tabs:

• Summary

  • The Summary Tab will hide the JC Department column if there is only one JC Department on a job.

• Revenue

  • Department and Revenue Items are editable in line on NTPs.

• Production

  • Spread

    • The Spread toggle is on the View/Filter header

• Labor

• Equipment

• Subcontractors

• Materials

• Other

• All Columns All Phases

• Users have many exporting options.

General Information

• Initialized Date and Initialized By are shown above buttons.  Once submitted, they will be replaced by Submitted Date and Submitted By.

• Cost Projections can only be unsubmitted by Tenant Admins or JC Department Approvers (Admin > Projection setup > JD Departments > Approvers). 

  • Learn how to set that up here: Projection Setup

• Submitted and past Cost Projection months are completely read-only.  Initialize is also disabled for submitted Cost Projection months.

• Notice there are Initialize Options for Cost Projections for the selected month if they already exist.  

  • Add New Data Only

    • will only pull in new phase codes / cost types into Cost Projections.  Will not impact existing rows.

  • Only Update Actuals

    • will only update rows with outdated actuals data

  • Override All Values

    • Will completely override and refresh the Cost Projection

• When navigating to a Jobsite Projection from the Global Projections page, there is now a next button to go to the next job in the list.

Cost Projections Grid  

• Approved CO columns

• Pending COs that have "Include in Projection" checked will be included in Pending CO columns and in the Budget / Current Estimate calculations.

• Total Spread Cost and Approved CO columns have a grand total at the bottom of the grid.

• Notes

  • Notice the Notes column

    • The Notes column can be added to the Cost Projection Grid.  This allows Project Managers to add notes about each Phase Code / Cost Type row.

  • The New Notes icon is blue if notes are added on that row

• When the Hours column is hidden in a section, the Hours/Unit column will also be hidden.