Last Updated: January 31 2024

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How to Use the Breakdown Table in Jobs

Overview

Use the breakdown table in jobs to view, compare and adjust budgeted costs.

Go to Details > Summary in a job overview or cost centre US: Cost Center. A method for separating operational costs of the business for reporting and financial management. to view a breakdown of the job profitability and ensure that the requirements of a job have been filled. You can use the activity timeline to the right to assist in understanding changes that have been made to the job and their potential cost impacts. Learn more in How to Use the Activity Timeline.

In a breakdown of a single cost centre, you can also lock the cost centre, adjust the discount / fee and tax applied, as well as edit the sub total and total of the job. Additionally, you can view an extra section above the breakdown table with a list of all billable quantities of materials and labour.

Throughout Simpro Premium estimated costs, actual costs and billable prices are displayed to help indicate how much projects are expected to cost, what they are really costing your business and how much you are making. Learn more in Estimated and Actual Costs.

In the breakdown table of a job overview, you can view the total costs from all of the cost centres.

A similar breakdown table is also available for jobs. Learn more in How to Use the Breakdown Table in Quotes.

You can only lock costs and adjust totals for breakdown tables within a cost centre.

View the breakdown table in service jobs

In jobs, you can choose to include or exclude Variations and Linked Variations in the breakdown table. The Include: Linked Variations check box only includes linked variation jobs. Learn more in Types of Variations.

Declined variations and variations awaiting approval are also included when this check box is selected.

In service jobs, the breakdown table includes the following values:

Materials Cost	The total cost of all billable materials added to the cost centre. In the Estimate column this is pulled from supplier Nett price of the item's default supplier. If no supplier is added to the item, the Trade Price is used instead. In the Actual column this comes from the value of any stock assigned from the job or the price entered when receipting a purchase order on the job. Non-billable items are included or excluded depending on what you have selected in the Billable Parts & Labour tab.
Resources Cost	The total costs associated with labour and plant Equipment that your business owns and maintains, such as vehicles, mobile devices, machinery, specific tools, etc. resources added to the cost centre, including overhead. In the Estimate column this comes from the added labour rates, and in the Actual column this comes from employee rates of scheduled technicians. Click the grey drop-down arrow to view the following costs: Labour is the total costs associated with labour resources, excluding the overhead. Labour Hours is the total number of labour hours added to the job. Commission is the resource's commission rate added as a cost of the job. Commissions appear only if an eligible salesperson is assigned to the job. Overhead is the total overhead The costs required to run a business, including rent, accounting fees, marketing, vehicles, internal staff and management wages, and other costs. In Simpro Premium, this figure should be consistent across System Setup and your employee card files. recovery that applies to the job based on the number of applicable resource hours.
Materials Markup	The overall markup The percentage added to the cost price to achieve the total sell price. on materials in absolute value. This figure represents the difference between the total materials cost and the total material sell The price of the job as sold to your customer. This can be either including or excluding tax.. Non-billable items are included or excluded depending on what you have selected in the Billable Parts & Labour tab.
Resources Markup	The overall markup on resources in absolute value. This figure represents the difference between total resource cost and total resource sell.
Discount / Fee	The discount or fee added as an absolute value or as a percentage of the combined Materials Cost, Resources Cost, Materials Markup, and Resources Markup.
Sub Total	The combined Materials Cost, Resources Cost, Materials Markup, Resources Markup and Discount / Fee.
Tax code applied	The tax applied to the Sub Total.
Total	The combined Sub Total plus tax.
Gross P / L	The difference between total direct costs excluding overhead and the Sub Total. Non-billable items are included or excluded depending on what you have selected in the Billable Parts & Labour tab.
Gross Margin	The Gross P / L divided by the Sub Total as a percentage.
Nett P / L	The difference between total direct costs including overhead and the Sub Total. Non-billable items are included or excluded depending on what you have selected in the Billable Parts & Labour tab.
Nett Margin	The Nett P / L divided by the Sub Total as a percentage.
Invoiced Value	The absolute value that has already been invoiced for the job.
Invoice Percentage	The percentage of total job invoice value.

View the breakdown table in project jobs

In jobs, you can choose to include or exclude Variations and Linked Variations in the breakdown table. The Include: Linked Variations check box only include linked variation jobs. Learn more in Types of Variations.

Declined variations and variations awaiting approval are also included when this check box is selected.

In project jobs, the breakdown table includes the following values:

Materials Cost	The total cost of all billable materials added to the cost centre. In the Estimate column this is pulled from supplier Nett price of the item's default supplier. If no supplier is added to the item, the Trade Price is used instead. In the Actual column this comes from the value of any stock assigned from the job or the price entered when receipting a purchase order on the job. Non-billable items are included or excluded depending on what you have selected in the Billable Parts & Labour tab.
Resources Cost	The total costs associated with labour and plant Equipment that your business owns and maintains, such as vehicles, mobile devices, machinery, specific tools, etc. resources added to the cost centre, including overhead. In the Estimate column this comes from the added labour rates, and in the Actual column this comes from employee rates of scheduled technicians. Click the grey drop-down arrow to view the following costs: Labour is the total costs associated with labour resources, excluding the overhead. Labour Hours is the total number of labour hours added to the job. Commission is the resource's commission rate added as a cost of the job. Commissions appear only if an eligible salesperson is assigned to the job. Overhead is the total overhead The costs required to run a business, including rent, accounting fees, marketing, vehicles, internal staff and management wages, and other costs. In Simpro Premium, this figure should be consistent across System Setup and your employee card files. recovery that applies to the job based on the number of applicable resource hours.
Materials Markup	The overall markup The percentage added to the cost price to achieve the total sell price. on materials in absolute value. This figure represents the difference between the total materials cost and the total material sell The price of the job as sold to your customer. This can be either including or excluding tax.. Non-billable items are included or excluded depending on what you have selected in the Billable Parts & Labour tab.
Resources Markup	The overall markup on resources in absolute value. This figure represents the difference between total resource cost and total resource sell.
Discount / Fee	The discount or fee added as an absolute value or as a percentage of the combined Materials Cost, Resources Cost, Materials Markup, and Resources Markup.
Sub Total	The combined Materials Cost, Resources Cost, Materials Markup, Resources Markup and Discount / Fee.
Tax code applied	The tax applied to the Sub Total.
Total	The combined Sub Total plus tax.
Gross P / L	The difference between total direct costs excluding overhead and the Sub Total. Non-billable items are included or excluded depending on what you have selected in the Billable Parts & Labour tab.
Gross Margin	The Gross P / L divided by the Sub Total as a percentage.
Nett P / L	The difference between total direct costs including overhead and the Sub Total. Non-billable items are included or excluded depending on what you have selected in the Billable Parts & Labour tab.
Nett Margin	The Nett P / L divided by the Sub Total as a percentage.
Invoiced Value	The absolute value that has already been invoiced for the job.
Invoice Percentage	The percentage of total job invoice value.

Estimated, committed and actual costs

In a job, the breakdown table displays estimated costs, actual costs, and in the actual column, values in brackets are committed costs.

Estimated

An educated prediction of the cost on the quote or job. These values come from:

labour rates
pre-builds
take off templates
catalogue items
- Supplier Nett price of the default supplier assigned to the item
- Trade Price of the item, if no default supplier is assigned.
one off items with estimated costs.

The breakdown table in quotes only displays estimated costs.

Non-billable items are included or excluded depending on what you have selected in the Billable Parts & Labour tab.

Actual

Costs that have been incurred. This includes:

actual employee rates from card files, multiplied by scheduled hours
item costs allocated from stock
actual costs of one off items
contractor work orders that have been invoiced
receipted value of purchase orders.

For Materials Cost, Resource Cost, and Materials Markup, the Actual values display as green if it is less than or equal to the Estimate value and red if it is more than the Estimate value.

The Gross P/L, Gross Margin, Nett P/L, Nett Margin and Resources Markup values display as green if they are more than or equal to the Estimate profit, and red if they are less than the Estimate profit.

Committed

Potential actual costs that have not yet been incurred. They are included in the Actual column as values in brackets. This includes:

labour scheduled in the future
contractor work orders that have not been invoiced
purchase orders that have not been invoiced.

Lock a cost centre

There are multiple ways to lock a job:

To lock the entire job, go to Project Overview > Adjustments.
To lock multiple cost centres, go to the Cost Centre List.
To lock a single cost centre, go to the breakdown table in the Details > Summary.

The Project Overview and Cost Centre List lock the job according to what you have defined in System > Setup > Defaults > System > Jobs. When locking a single cost centre, you can choose how the cost centre locks.

Cost centres are also locked on jobs converted from quotes according to what you have defined in System > Setup > Defaults > System > Jobs. Cost centres must be unlocked to receive warnings to update billable parts and labour.

Lock an individual cost centre

Above the breakdown table in individual cost centres, there are two possible options for locking cost centres:

Lock Estimates and Price

Lock the sub-total and total but still allow changes to individual items and labour.

Any further changes you make display in the Revised column.

Lock Items and Price

Lock the cost centre and prevent changes to individual items and labour.

Revised budget

Any changes that you make after locking estimates and price update the Revised column. You may wish to lock the revised budget before starting the project so that the total does not change continually while the job is in progress.

Once the revised budget is locked, you won't be able to adjust the labour or any of the items or you have already added. You can still make items non-billable, edit pre-builds and add new items as necessary, but this does not affect your totals.

Adjust totals

Add a fee or discount

To add a discount / fee in a cost centre:

Click the icon.
Then select Down / Up.
Under Adjust Price, enter the fee or discount as a percentage or an absolute value.
Select if the discount / fee is Tax Inclusive.
Click Update.

If the customer has an active membership, fees or discounts added to a quote or job sum with the membership discount to appear as one value on forms and in invoices. Learn more in How to Use Memberships in Workflows.

Adjust sub total or total

To adjust the sub total or total in a cost centre:

Click the icon.
Enter the new Cost Centre Price.
Select a Tax Code.
Click Update.

When the sub total or total has been adjusted, the icon is green.

To remove the changes and return to the original sub total or total:

Click the icon.
Click reset.
Click Update.