Job Cost Management

Primary Task

Associated Task

Compare Costs to Proforma Budgets [See Manage Proforma Budgets]

Run Standard Job Cost Reports

Manage Variance Log

Create / Run Job PO Variance Report

View Original/Current Budget [See Manage Original / Current Budgets]

Tasks

Steps

Manage Variance Log

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Navigation Path

PM > Lot Matrix > Variance Log > Variance Code

Notes

Variance codes are established and edited in Admin > Company Setup > Variance Codes. If Require Variance Code is specified on purchase orders, a variance code assignment is required when system-generated PO's are modified and when manual PO's are created. Variances can then be tracked on a lot basis by the variance log, or by enhanced reporting.

The variance log displays all purchase orders which have variance codes assigned.

To assign a variance code to a system-generated PO, the dollar amount of the PO must change. [Without the dollar amount change any variance code selection will not be saved.] This change creates a new [manual] version of the system PO. On a system-generated-manual-version PO the variance code is assigned to the delta only, the original PO amount cannot be assigned a variance code.

To assign a variance code to a manual PO, the original assignment occurs when the PO is created. On a manual PO the variance code is assigned to the original amount. Modifications to PO amount and variance code at the PO screen creates a new version of the PO and results in the new variance code applied to the delta amount only.  

Variance codes for both types of PO's can be further modified without the dollar amount change requirement, within the variance log only. Modifying variance codes at the PO screen will only apply to the delta of any new amount changes; variance code changes made there will not be saved.

Steps

1. Select the Variance Code dropdown link.
2. Select a variance code from the drop down list.
3. Select Save button to update the variance code change, or
4. Cancel to return to the previous screen.

Run Standard Job Cost Reports

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Notes

Standard job cost reports reflect original / current budget, open PO's, approved PO's, committed costs, projected cost to complete, projected variance [from budget] and variance percentage.

Navigation Path

Reports > Reports > Purchasing > Job Cost Report (Lot Summary)

• This report rolls up data by cost code for a specific lot.

Reports > Reports > Purchasing > Job Cost Report (Project Summary)

• This report rolls up data by lot / unit for a specific project.

Reports > Reports > Purchasing > Job Cost (Lot Detail - Activity)

• This report provides the detail by activity code for a specific lot / unit grouped by Base, Option and NSO

Reports > Reports > Purchasing > Job Base Cost Report (Project summary)

• This report rolls up base lot / unit cost for the specified project. It excludes all options and NSOs

Create / Run Job PO Variance Report

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Navigation Path

Reports > On Demand Reports > New Reports > Purchasing Data Set

Notes

PO Variance reports can be created in on demand reporting.

Steps

1. Go to http://btlc.buildtopia.com
2. Register, Login, and complete Purchasing and Job Cost Management Series training courses to learn how to create PO Variance reports.