A Job Cost Report (JCR) is a detailed job breakdown showing overall profitability and job summary. The JCR allows a user to drill into a more detailed view of the job, identifying where potential revenue has been missed and where budget has been exceeded.

This report allows a Client Manager to better understand the job and make decisions about where profitability can be increased and reduce material slippage on a job.

The report can be found in the Overview tab of a Job
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The first page of the JCR shows a summary of the Job, including:

1. The total of related active quotes on a job

2. Total costs on the job. These are made up of time, materials and any active orders on the job

3. The total value of time, materials and active orders on the job

4. Total invoiced amount on the job

5. A summary of any active quotes on the job

6. A summary of any invoices on the job

The next four images define where the figures 1-4 are being drawn from.

Note:
 - All figures exclude tax and where profit is represented as a percentage, it is a percentage of the revenue invoiced

- Only quotes with an active quote status will be displayed in the quotes area of the summary page

- Only invoices with an active invoice status will be displayed in the invoice area of the summary page

These figures are used to determine the totals seen on the first page of the report.

As above, these figures are used to determine the totals seen on the first page of the report.

As above, these figures are used to determine the totals seen on the first page of the report.

1. Gross Margin is the total Invoiced amount less total Job Costs.

2. Gross Profit is the total Invoiced amount less total amount of active Orders on the job.

All time based items are sorted firstly via

1. Category then

2. By description

3. Is totals summarised by cost matrix description

4. Displays variance in time worked to quote and invoice highlighting whether profitability is related to actual time captured. For instance if you quoted 5 hours and logged 2.5 hours against the item a positive variance of 2.5 hours would be seen. If 7 hours were worked a negative (-2) variance woud exist.

5. Shows the expected gross margin for the description item (Invoiced less Actual costs) and the gross margin (GM) as a % GM/Invoiced as a percentage.

Quantity based items are broken down in the same way that time based items as illustrated above.

The External Orders area shows one active Purchase Order per line.

Note:
Only Purchase Orders with a status that is considered active will display

1. Quoted to client shows what has been transferred into a client quote

2. The Supplier Invoice figure in Streamtime is tax inclusive however the pre tax amount is calculated for the report. This detail must be entered into the 'Invoice inc Tax' field in the Orders tab

3. Invoiced to Client represents the amount transferred from the PO or Quote (if an item was transferred into a quote first) into the Invoice

4. GP in this area is Invoiced to Client less Suppliers Invoice amount. If there is no invoice amount loaded in Streamtime then the GP will show as the amount invoiced to client and GP% will remain blank.

5, 6, 7. Represents the quote, invoice and supplier invoice this item appeared on

The JCR reports on one job at a time and will report in the currency of the branch that job is associated to. No conversion to the home branch takes place.