Learn about the latest improvements to the Help Guide in our Release Notes.
Last Updated: September 30 2020
View all estimated labour, material costs and markupsThe percentage added to the cost price to achieve the total sell price. for all cost centresUS: Cost Center. A method for separating operational costs of the business for reporting and financial management. in the project in the Project Overview tab. You can also make overall adjustments for materials and resources across the whole quote.
In order to view content or perform actions referred to in this article you need to have the appropriate permissions enabled in your security group. Go to System > Setup > Security Groups and access your security group to update your permissions. The relevant security group tab and specific permissions for this article can be found here:
Use the Materials tab to track all materials required for the project, as well as compare required materials and materials actually used.
|Materials||Each item associated with the project listed by section and then by cost centre.|
|Required Quoted||The quantity of items added in the Parts & Labour tab.|
|Required Additional||If the project was locked with budget and prices, additional items that were added after the project was locked.|
|Required Total||The sum of the Required Quoted and Required Additional columns.|
|Actuals Assigned||The quantity of items assigned to the project.|
|Actuals Back Order||The quantity of items ordered to the project but not yet receipted.|
The sum of the Actuals Assigned and Actuals Back Order columns.
Values display in red if the amount assigned is less than the total required quantity. Values display in green if the required quantity is fully assigned.
|Cost||The cost of all items in the actual column. Values in brackets are items on back order.|
|Projected Remaining Cost||
This is the estimated material cost excluding the actual material costs to date.
You can adjust this value manually.
You can also create supplier quotes in this tab.
Use the fields above the table to make adjustments to the total material sell price and total material markup. Learn more in Adjustments.
View estimated labour hours, labour hours actually used, and projected remaining labour hours in the Resources tab.
You can make project-wide adjustments, instead of adjusting labour hours in individual cost centres.
|Cost Centres||Each cost centre on the job, listed by section.|
|Resource Type||The type of labour rate.|
|Estimated Time||The estimated time entered for each labour rate. You can manually adjust this field.|
|Cost||The estimated total cost for each labour rate.|
|Markup %||The markup percentage. You can manually adjust this field.|
|Sell||The sell price of the labour rate. You can manually adjust this field.|
|Used Hours||The total number of hours that have actually been scheduled for each rate.|
|Used Cost||The actual total cost of hours that have actually been scheduled. This is calculated from the rates in employee / contractor / plant item card files.|
Use the fields above the table to make adjustments to the hours and labour markup. Learn more in Adjustments.
View a summary of all project costs and markup and make adjustments to materials and resources in the Adjustments tab. You can also apply a fee or discount to the project, and lock all cost centres.
Each individual item and labour rate on the job represents a percentage of the current sell price, so when you make an adjustment to materials or labour, this change applies proportionately to each item / labour rate.
For example, you may have two items that cost $30 and a third that costs $40, making up a total material sell price of $100. If you add an additional $10 as an adjustment, 30 percent is applied to the first two items, and 40 percent is applied to the third item. The first two items are now $33, the third item is $44, for a total sell price of $110.
Adjustments do not affect
You can adjust Materials using the following options:
|Total Material Cost $||The total cost of materials on the project. This updates automatically when materials are added to cost centres.|
|Adjust Material Sell $||Enter the total sell priceThe price of the job as sold to your customer. This can be either including or excluding tax. of materials on the quote. The adjusted material sell value is applied proportionately across all materials on the project, except in locked
|Adjust Material Markup %||Enter a global markupThe percentage added to the cost price to achieve the total sell price. percentage for materials on the quote. The adjusted material markup is applied to all materials in the project, except in locked
You can adjust Resources using the following options:
|Total Adjustable Hours||This figure updates automatically when either labour hours for unlocked cost centres or cost centres locked by price and estimates are updated.|
|Global Adjust Hours||Enter the total hours for all labour rates. This proportionately adjusts the estimated hours of all labour rates, except in locked cost centres.|
|Will Adjust Hours by %||Enter a percentage to adjust total hours for all labour rates by percentage. This proportionately adjusts the estimated hours of all labour rates, except in locked cost centres.|
|Adjust Labour Markup %||Enter the global markup percentage. This adjusts the markup of all labour rates, except in locked cost centres.|
To add a fee or discount:
- Select the Adjustment Type.
- Enter the Value $.
- Alternatively, enter the Percentage %.
- Click Update