Job Profit to Date Report

The Job Profit to Date report provides an analysis of profit for non-finalized as of a specific date.

Criteria

Report As at	Pick the date as of which the report will be generated.
Include Jobs ≥ % Complete	Specify the percentage completion of the Job for data calculation in the report. Only Jobs with completion percentage greater than the specified value will be sampled.
Include Finalized Jobs	Check the box to include finalized Jobs.

3. When complete, click Apply. The report is generated, as follows:

The report shows the following information about Jobs:

Report Information

Job	Job number including the Office’s number as prefix.
Site	Site where the Job is performed.
Contract Amount	Contract amount of the Job.
Budget	Estimated cost of the Job.
Forecast Profit	Forecast profit of the Job. It is calculated as subtraction of the Job budget from the contract amount. The forecast profit is placed into square brackets when the budget is less than the contract amount.
Invoices Paid	Invoice amounts that were paid for the Job.
% Budget Complete	Percentage of budget completion.
Draws Received	Draw amounts received for the Job.
Profit Allocated	Amount of allocated profit. It is calculated as ratio of multiplied Forecast Profit and Invoices Paid amounts to Budget.

Below each column, you can see the total value.

Updated on November 5, 2021