How to Use the Project Overview in Jobs

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View Costs, Markups, Profit and Margins

View all invoices created for this project job. You can then apply payments individually or in bulk.

Learn more about invoicing projects in How to Create a Progress Claim.

View all the catalogue purchase orders created for this job.

Learn more about ordering materials for a project job in How to Create a PO From Within a Job.

View all the contractor work orders created for this project job.

Click a contractor work order to edit it. To receipt a contractor work order, click Options > Receipt.

To update the contractor work order status, select the check boxes for each contractor work order, then select the Update Status, and click Update.

Learn more about contractor work orders in How to Manage Contractor Work Orders.

Use the Income tab to view which items are going to what income account and a running total of values going to each income account.

You can view income by Income Account or Cost Centre.

By default, Include Accruals and Deferrals is selected.

Enter an Invoice Date to see values invoiced up to and including the selected date.

Click the icon to download the table as a CSV.

The table displays each billable item including the items that are not invoiced.

Income Account View

The Income Account view groups items by income account with the following columns:

Item name	Displays the name of the catalogue item, labour rate, pre-build, service fee or one-off item.
Quantity	Displays the total quantity of the item added to the job.
Sell Price	Unit price of each item excluding tax.
Total price	Total sell price of the item excluding tax.
Claimed, Deferred and Accrued Revenue Quantity	The quantity of the item that is invoiced within the selected date range. Clear the check box to exclude accrued and deferred revenue.
Claimed, Deferred and Accrued Revenue Value	Total value of the item invoiced within with selected date range, excluding tax. Clear the check box to exclude accrued and deferred revenue.
Claimed, Deferred and Accrued Revenue Percentage	Total percentage of the item invoiced within the selected date range. Clear the check box to exclude accrued and deferred revenue.
Remaining Quantity	The quantity of the item pending to be claimed.
Remaining Value	The total value of the item pending to be invoiced, excluding tax.
Remaining Percentage	The total percentage of the item pending to be invoiced.

Cost Centre View

The Cost Centre view groups items by section, then cost centre and income account with the following columns:

Item name	Displays the name of the catalogue item, labour rate, pre-build, service fee or one-off item.
Quantity	Displays the total quantity of the item added to the Job.
Sell Price	Unit price of each item excluding tax.
Total price	Total sell price of the item excluding tax
Claimed, Deferred and Accrued Revenue Quantity	The quantity of the item that is invoiced within the selected date range.
Claimed, Deferred and Accrued Revenue Value	Total value of the item invoiced within the selected date range, excluding tax.
Claimed, Deferred and Accrued Revenue Percentage	Total percentage of the item invoiced within the selected date range.
Remaining Quantity	The quantity of the item pending to be claimed.
Remaining Value	The total value of the item pending to be invoiced, excluding tax.
Remaining Percentage	The total percentage of the item pending to be invoiced.

Cost centres with an adjusted price display an Adjusted Price line item with no values. Income values cannot be calculated for cost centres with an adjusted price.

For additional training, complete an interactive material in the Simpro's Learning Toolbox. Learn more in About Simpro's Learning Toolbox.