{"id":1877,"date":"2019-04-19T15:28:35","date_gmt":"2019-04-19T15:28:35","guid":{"rendered":"https:\/\/builder-help.gjgardner.com\/?page_id=1877"},"modified":"2021-11-05T23:31:08","modified_gmt":"2021-11-05T23:31:08","slug":"job-profit-to-date","status":"publish","type":"ht_kb","link":"http:\/\/help.gjgardner.com\/au\/hc\/reports\/manager-reports\/job-profit-to-date\/","title":{"rendered":"Job Profit to Date Report"},"content":{"rendered":"

The Job Profit to Date report provides an analysis of profit for non-finalized as of a specific date.<\/p>\n\n\n\n

  1. Open the library with reports.<\/li>
  2. Select Job Profit to Date<\/strong>.<\/li>
  3. Define criteria for generating the report, as follows:<\/li><\/ol>\n\n\n\n
    Criteria<\/span><\/div>

    <\/p>
    Report As at<\/strong><\/td> Pick the date as of which the report will be generated.<\/td> <\/tr>
    Include Jobs \u2265 % Complete<\/strong><\/td> 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.<\/td> <\/tr>
    Include Finalized Jobs<\/strong><\/td> Check the box to include finalized Jobs.<\/td> <\/tr> <\/tbody> <\/table>
    \"\"<\/figure>

    <\/p><\/div><\/div><\/div>\n\n\n\n

    3. When complete, click Apply<\/strong>. The report is generated, as follows:<\/p>\n\n\n\n

    \"\"<\/figure><\/div>\n\n\n\n

    The report shows the following information about Jobs:<\/p>\n\n\n\n

    Report Information<\/span><\/div>
    Job<\/strong><\/td>Job number including the Office\u2019s number as prefix.<\/td><\/tr>
    Site<\/strong><\/td>Site where the Job is performed.<\/td><\/tr>
    Contract Amount<\/strong><\/td>Contract amount of the Job.<\/td><\/tr>
    Budget<\/strong><\/td>Estimated cost of the Job.<\/td><\/tr>
    Forecast Profit<\/strong><\/td>Forecast profit of the Job. It is calculated as subtraction of the Job budget from the contract amount.

    <\/p>\n

    The forecast profit is placed into square brackets when the budget is less than the contract amount.<\/p><\/td><\/tr>

    Invoices Paid<\/strong><\/td>Invoice amounts that were paid for the Job.<\/td><\/tr>
    % Budget Complete<\/strong><\/td>Percentage of budget completion.<\/td><\/tr>
    Draws Received<\/strong><\/td>Draw amounts received for the Job.<\/td><\/tr>
    Profit Allocated<\/strong><\/td>Amount of allocated profit.

    <\/p>\n

    It is calculated as ratio of multiplied Forecast Profit and Invoices Paid amounts to Budget.<\/p><\/td><\/tr><\/tbody><\/table><\/figure><\/div><\/div><\/div>\n\n\n\n

    Below each column, you can see the total value.<\/p>","protected":false},"excerpt":{"rendered":"

    The Job Profit to Date report provides an analysis of profit for non-finalized as of a specific date. Open the library with reports. Select Job Profit to Date. Define criteria for generating the report, as follows: 3. When complete, click Apply. The report is generated, as follows: The report shows…<\/p>","protected":false},"author":21,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","meta":{"footnotes":""},"ht-kb-category":[57],"ht-kb-tag":[],"class_list":["post-1877","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-manager-reports"],"_links":{"self":[{"href":"https:\/\/help.gjgardner.com\/au\/wp-json\/wp\/v2\/ht-kb\/1877"}],"collection":[{"href":"https:\/\/help.gjgardner.com\/au\/wp-json\/wp\/v2\/ht-kb"}],"about":[{"href":"https:\/\/help.gjgardner.com\/au\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/help.gjgardner.com\/au\/wp-json\/wp\/v2\/users\/21"}],"replies":[{"embeddable":true,"href":"https:\/\/help.gjgardner.com\/au\/wp-json\/wp\/v2\/comments?post=1877"}],"version-history":[{"count":3,"href":"https:\/\/help.gjgardner.com\/au\/wp-json\/wp\/v2\/ht-kb\/1877\/revisions"}],"predecessor-version":[{"id":7887,"href":"https:\/\/help.gjgardner.com\/au\/wp-json\/wp\/v2\/ht-kb\/1877\/revisions\/7887"}],"wp:attachment":[{"href":"https:\/\/help.gjgardner.com\/au\/wp-json\/wp\/v2\/media?parent=1877"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/help.gjgardner.com\/au\/wp-json\/wp\/v2\/ht-kb-category?post=1877"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/help.gjgardner.com\/au\/wp-json\/wp\/v2\/ht-kb-tag?post=1877"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}