This Help Article covers:
To View a Job's Profit & Loss
Viewing a Job's Profit & Loss is done from a Job Page's Reports Top Tab.
⚠️ Note: Charge Up Jobs display "Costs-Sold" and "Costs-Unsold" sub-Expandable Sections, and Quoted Jobs display “Costs-Budgeted” and “Costs–Non-Budgeted” sub-Expandable Sections.
⚠️ NOTE: To View a Quoted Job's P&L, the Quote must have been [Accepted].
⚠️ NOTE: The Quoted Job's P&L also displays a Quotes sub-Expandable that lists the Accepted Quote and any Accepted Variations included in the P&L Report.
Quick Flow:
JOB: XXXX
Reports Top Tab
Profit & Loss Expandable Section
1. From a JOB: XXXX Page, Press the More > Reports Top Tab, then Press the Profit & Loss Expandable Section to display the "Summary" sub-Expandable and the sub-Expandables for either a Charge Up Job or Quoted Job.
Charge Up Job Profit & Loss Summary
1. Press the Profit & Loss Expandable Section, then the Summary sub-Expandable Section to display the P&L Summary
The Summary displays in the “Actual Cost” column, the Costs to Date as they are assigned to the Job. As Costs are pulled into a Sales Invoice on [Get Costs], they display in the "Actual Sell" column, at the default Customer's default Pricing Rules rates.
⚠️ NOTE: This is the P&L of the Job, not an individual Sales Invoice. It displays the Total Actual Cost and Total Actual Sell for the Job, the Total Actual Sell may be from multiple Sales Invoices.
💡 TIP: Hover over the "Information" Icon of a Line to see the "Source" of the Item.
Charge Up Job's Profit & Loss Breakdown
1. Press on the Profit & Loss Expandable Section to display the “Costs – Unsold” and “Costs – Sold” sub-Expandables.
Costs - Unsold - Displays any Costs Assigned to the Job (they move to Costs - Sold when Sold)
Costs - Sold - Displays any Costs of the Job that have been Sold, at the Sell Price
💡 TIP: The P&L Report can be downloaded to an MS Excel Spreadsheet for further Analysis.
Quoted Job Profit & Loss Summary
1. Press the Profit & Loss Expandable Section, then the Summary sub-Expandable Section to display the P&L Summary
The Profit & Loss Summary displays in the “Quoted Cost” column, the Costs from the Quote, and in the “Actual Cost” column, the Costs to Date as they are assigned to the Quoted Job. As Progress Claims are made the values aggregate and display in the “Claimed to Date”, “Profit to Date” and “Margin to Date”.
⚠️ NOTE: The “Claimed to Date” line displays the Total of the Progress Claims to date and the “Profit to Date” displays the Total of the Progress Claims less the Actual Costs to date.
Quoted Job Back Costing
1. Press on the Profit & Loss Expandable Section to display the “Costs – Budgeted” and “Costs – Non-Budgeted”
Labour assigned to the Quoted Job;
Aggregates and always displays in the “Costs – Budgeted” Section, displaying Budgeted V Actual.
Materials assigned to the Quoted Works;
If the Material Code is found in the “Costs – Budgeted” Section it will display on that line, displaying Budgeted V Actual.
If the Material Code is NOT found in the “Costs – Budgeted” Section it will display as a line in the “Costs – Non-Budgeted” Section.
💡 TIP: Reviewing the Non-Budgeted items will highlight items missed from the Quote (if needed Kitsets can be updated) OR if Staff are purchasing different items than what was allowed in the Quote.
💡 TIP: The P&L Report can be downloaded to an MS Excel Spreadsheet for further Analysis.
