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BI Module - Add (Billed to Date) under Project Management: Cost Detail "Cube"

When building a report in BI our customers are requesting a % complete based on Billed not Cost since most of our work is T&M our Cost to Date information which would normally work for a Fixed Dollar job does not work for a T&M project. 

Since most of our projects are broken out into multiple Phase Codes we need the ability to show % Complete based on Phase but with the Billed to Date measurement not just the Cost to Date measurement.  Simply putting the Billed to Date measurement into the Cost Detail Cube would allow T&M work to be foretasted based on % Complete by phase which is not available at this time.

  • Guest
  • Apr 10 2019
Company Mills Electric
Job Title / Role Other...
I need it... Yesterday...Come on already
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  • Guest commented
    April 16, 2019 15:57

    On our T&M Projects which most of them are, the "Billed to Date" to the client is the clients "COST" if you will.  The problem right now is "Cost to Date" does not reflect mark-up & Overhead. So when the client requests Project Forecasting by Phase Code on a T&M Job, it needs to reflect the "Billed to Date" measurement instead of the "Cost to Date" measurement to get accurate forecasting. Otherwise the forecasting & % Complete measurement is inaccurate since Mark-Up and Overhead is not reflected. 

    After looking at the % Complete field by Phase Code in the Projected Cost tab, I am unclear if by manipulating this value will reflect the Bill to Date Measurement by Phase Code which is what I am going for. 

    The other option would be to put Phase Code under "Project Manager: Contract Billings" and add the ability to insert a user defined column in which I can input my own data I can then create a report as needed.

    Since we bill every day we try can give the client a good representation of project completeness as accurate as possible sometimes on a daily basis.  Depending on the size of the Project they may ask for a report every other day and sometimes during a Turn Around, daily. And I can't complete my roll out to the large sites without the ability to reproduce these reports and am left using our old system partially in tact wasting hours of the day of input until I can reproduce them.

  • Admin
    Geoffrey Falk commented
    April 12, 2019 16:27

    Ryan,

    Quick question - how would you envision linking the billings to the cost?  I don't think we would get that if we just added billed as a measure.  

    What am I missing here?

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