Project Manager Reports

Reports that are sorted per project manager include Profit and Loss, Job Schedule, Over (Under) Billing, Backlog, Billing, Retention, Employee Summary, Project Summary, Costs by Period, and Labor Summary reports.

Profit and Loss by Project Manager Report

The Profit and Loss by Project Manager report lists customers, percent complete, contract earned, actual cost to date, and profit or loss for jobs assigned to the selected project managers.

1. Select Reports > Job Cost > Sorted Reports > Project Manager Reports > Profit and Loss.
2. Use the From and To lookup buttons to select the print range. Select Insert >>.
3. Select Print.

Job Schedule by Project Manager Report

The Job Schedule by Project Manager report lists the contract, forecasted cost, anticipated profit, and contract-to-date amounts for jobs assigned to the selected project managers.

1. Select Reports > Job Cost > Sorted Reports > Project Manager Reports > Job Schedule.
2. Use the From and To lookup buttons to select the print range. Select Insert >>.
3. Select Print.

Over (Under) Billing by Project Manager Report

The Over (Under) Billing by Project Manager report lists posted costs, estimated profit, revenues earned, and billed-to-date amounts for jobs assigned to the selected project managers.

1. Select Reports > Job Cost > Sorted Reports > Project Manager Reports > Over (Under) Billing.
2. Use the From and To lookup buttons to select the print range. Select Insert >>.
3. Select Print.

Backlog by Project Manager Report

The Backlog by Project Manager report lists original contract, contract earned, and backlog amounts for jobs assigned to the selected project managers.

1. Select Reports > Job Cost > Sorted Reports > Project Manager Reports > Backlog.
2. Use the From and To lookup buttons to select the print range. Select Insert >>.
3. Select Print.

Billing by Project Manager Report

The Billing by Project Manager report lists total contract, gross billed retention, net billed, and cash received amount for jobs assigned to the selected project managers.

1. Select Reports > Job Cost > Sorted Reports > Project Manager Reports > PM Billing.
2. Use the From and To lookup buttons to select the print range. Select Insert >>.
3. Select Print.

Retention by Project Manager Report

The Retention by Project Manager report lists the total contract, retention withheld, retention billed, and billable retention amounts for jobs assigned to the selected project managers.

1. Select Reports > Job Cost > Sorted Reports > Project Manager Reports > Retention.
2. Use the From and To lookup buttons to select the print range. Select Insert >>.
3. Select Print.

Audit Costs by Project Manager Report

The Audit Costs by Project Manager report lists transactions, documents, vendors, and employee transaction quantities for the jobs assigned to the selected project managers.

1. Select Reports > Job Cost > Sorted Reports > Project Manager Reports > Audit Costs.
2. Select a Project Manager.
3. Select a Date Range radio button, and enter the dates.
4. Select a Range radio button, and enter a cost element type or All. Mark the Exclude Inactive checkbox to exclude inactive cost codes from the report.
5. Select Print.

Costs by Period by Project Manager Report

The Costs by Period by Project Manager report lists the actual costs to date and costs per period for jobs assigned to the selected project managers.

1. Select Reports > Job Cost > Sorted Reports > Project Manager Reports > Costs by Period.
2. Enter a range of years and periods.
3. Select a manager range and select Insert >>.
4. Select Print.