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Estimate Cost Code Summary Report

This new report will enable you to review pending/won/lost man hours, costs and revenue for each cost code.  This report can help:

  • Ensure you're on track to hit your goals and identify work types that are excelling/falling behind
  • Forecast revenue and costs for cash flow planning
  • Forecast labor requirements by cost code

To access this report, simply:

  1. Open the Estimate menu on the left side
  2. Click the Reports menu option 
  3. Select the Estimate Cost Code Review Summary report
  4. Choose the Divisions you wish to include
  5. Choose the Cost Codes you wish to include
  6. Choose the Start Date and the End Date for estimates you want to include in this report - note, the report uses the Estimate Date to determine which estimates to include in the report
  7. Click Generate Report

** note - in order for the won/lost/pending data on this report to be accurate, you need to be updating your estimate statuses accurately.  Click here for more help on setting up and using estimate statuses.

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