Projects & Contracts > Reports > Contract Progress Report

Contract Progress Report

You use this program to generate a report of a range of contracts for which jobs have been allocated.

Report Options

Field Description
Report type  
Detail Select this to print each head for the jobs selected, together with the relevant costs (revenue, cost of sales and the resulting margin).
Summary

Select this to print each job number selected, together with the costs, and each cost element categorized into revenue, cost of sales and the resulting margin.

Only the totals for each job within the contract range selected are printed, together with the contract report header
Completed contracts The ActualCompDate field in the PrjContMaster file/table is used to determine whether the contract is complete.
Include Select this to include completed contracts.
Exclude Select this to exclude completed contracts
Only Select this to generate the report for completed contracts only.
Completed jobs  
Include Select this to include completed jobs.
Exclude Select this to exclude completed jobs.
Only Select this to generate the report for completed jobs only.
Print zero value heads

Select this to print heads where the total line value is zero.

This applies when printing a detail report.

Selection criteria

Field Description
Contract selection Indicate the contract(s) for which you want to generate the report.
Responsibility code selection Indicate the responsibility code(s) for which you want to include contracts in the report.
Next review date selection Indicate the next review date(s) according to which you want to include contracts in the report.
Next billing date selection Indicate the next billing date(s) according to which you want to include contracts in the report.
Estimated completion date selection Indicate the estimated completion date(s) according to which you want to include contracts in the report.

Output Options

These options enable you to apply a theme to the report and to define multiple output destinations for the report once it has been compiled (SRS Output Options).

Report Details

This is a progress type report which gives an overview of costs and provides a snapshot of the state of the contract/job for the benefit of the project/operational staff. It is not a period driven financial type of report.

The costs per job are apportioned across the heads and grouped by revenue, cost of sales and the resulting margin.

A subtotal for each job, and a grand total for the range of contracts, is printed at the end of the report.

The Prior Years column on the report is merely an indication of the cost at year end, since project snapshot(s) could run over years.

  • When changing a job, only the job number and description is printed.

  • When a new contract is printed, the complete header is printed on a new page.

  • A subtotal is printed for each head and job number. At the end of the report a Grand Total is printed for all contracts listed. Thereafter, the following three fields are listed:

    • Profit Taken (Total for Billing less Total Cost of Sales). This figure is taken from the contract total line.
    • Projected Profit (Total Sales less Forecast).
    • Profit Available (Projected Profit less Profit Taken).

  • Current WIP - Cost of Sales

    This is calculated as: Issue Values - Cost of sales

    WIP = (LastExpMatYtd(2) + LastExpLabYtd(2) + LastExpSubYtd(2)) + (LastExpMatYtd(3) + LastExpLabYtd(3) + LastExpSubYtd(3)) - (CostYtd - CostPrevYr)