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Projected Cost - provide cost type summary during entry

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We would like to have the ability during the build process to elect to group by cost type and to group by major group/cost type. Currently, the only choices are major group only, through minor group, phase summary, and phase/cost type.

Our PM's frequently do their projections, then update, and print their job overview report only to realize that they're off on their projections by cost type once they review the job overview report. We would like the ability to see a summary by cost type in the Projected Cost Entry screen. Specifically, we'd like a summary of the estimate by cost type (including hours), the  last projection by cost type, the JTD by cost type, the To Complete by cost type, and the At Completion by cost type.

Alternative to the build group summary option, the header screen of the projected cost entry allows us to user SuperSelect on the Phase. It might work to allow the user to specify a Cost Type up here to filter by (if putting all cost types in the More Totals or at the bottom of the screen is not do-able).

Many of our project managers think in terms of overall material or overall subcontracts...not wanting to project every single material phase or every single subcontract phase. Job overviews will print by cost type so it only seems logical to allow the project manager to build and update their projections by cost type.

 
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  • Apr 23 2018
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