Reports

Reports 

This is new page in Job Lists that now houses the previous Jobsite pages:

• Staffing Reports

• Audits

• Budget Variance 

The Reports Page also now has information on Cost, Labour, Revenue, and Budget data organized into the following categories: 

• Cost Breakdown

• Labor Forecasts

• Revenue Forecast

• Cash Flow

• Budget Adjustments

Cost Breakdown

• This page shows Monthly cost spread by contract item, cost type, or phase with Actual vs. Forecast segmentation

• Search a cost breakdown of a projection by month or select ‘Export Excel’ to share.

Labor Forecast

• This page shows Month-by-Month labour hour projections per cost category, filtered to LAB cost types.

• Search a labor forecast of a projection by month or select ‘Export Excel’ to share.

Revenue Forecast

• The page shows Contract item revenue spread across months, showing Actual vs. Forecast billings.

• Search a revenue forecast by Start/End month to view a chart that shows the Contract Item and Contract Amount by month. 

• Select ‘Export Excel’ to share.

Cash Flow

• This page shows a Combined cost and revenue view that shows net cash flow position per month.

• Search a cash flow by Start/End month to view a chart that shows the Contract Billings Revenue, Total Costs and Net Cash Flow by month. 

• Select ‘Export Excel’ to share.

Budget Adjustments

• This page shows detailed budget columns showing original estimates, change orders, and cost-to-complete per phase.

• Select a projection month from the drop down menu or select ‘Export Excel’ to share.

Staffing Report

• This page shows a Daily and weekly staffing breakdown showing scheduled resources by role across the project timeline.
  
  

  • Staffing Trends

    • Filter by Date; Day or Week

• Match Rate % -  Shows the average staffing accuracy

• Forecasted Total - Shows people planned per day

• Scheduled Total - Shows scheduled vs forecasted

• Actual Total - Shows actual vs scheduled

• Detailed Breakdown

  • Shows Daily staffing with employee assignments.

  • Date - Click to view the names and number of scheduled employees for that day

  • Forecasted 

  • Scheduled 

  • Actual 

  • Variance

    • Shows the difference in the number of planned headcount and actual headcount. Red means the number is in the negative.

  • Employee Match

    • Shows the percentage of how many employees were scheduled compared to the actual headcount.
      
      

Audits

• The Audits page shows all changes made to this jobsite, including who made the change and when. Search, Filter, and Save views.

  • Most pages throughout Resource Planning have audits to track any changes.  

• Where Are Audits Used?

• Admin>Organization>Notification Settings

• Admin>Organization>Business Groups

• Admin>Organization>Users

• Admin>Organization>Permission Groups

• Admin>Job Setup>Phases

• Admin>JobSetup>Tags

• Admin>JobSetup>Work Schedule

• Admin>Employee Setup>Positions

• Admin>Employee Setup>Certifications

• Admin>Employee Setup> Labor Types

• Admin>Asset Setup>Asset Categories

• Admin>Crew Setup>Crew Types

Budget Variance Dashboard 

• This page is only available to those with ‘Can View Sensitive’ permissions.

  • Learn how to setup or change permissions here: Permissions

• This page is an interactive dashboard comparing budget vs actual costs with variance summaries and monthly trend data.
  
  

  • Budget Variance

    • Search by all or customBudget Group, Phase Code, or Cost Type.
      
      

  • Contract

    • Original Contract Amount

    • Current Contract Amount

    • Estimated Profit
      
      

  • Summary

    • Profit Margin %

    • Total Hours

    • Total Units

    • Total Cost

    • Total Revenue

    • Total Profit

    • Budget Breakdown by Cost type

      • Budgeted

      • Projected

      • Actual Cost 
        
        

  • Trends

    • Shows Cost vs Revenue

      • Budget Cost

      • Contract Amount

      • Cost to Date

    • Shows Hours vs Units
      
      

  • Budget and Profits

    • Shows Budget & Revenue by Month

      • Budget vs. Revenue

    • Shows Profit Fade Analysis 

      • Contract Amount vs Actual Cost
        
        

  • Detail View

    • More Budget Data based on selected filters