[PM] PM Contract Analysis Drilldown

Project Management > Reports > PM Contract Analysis Drilldown

What the Report Shows

• Level 1: Lists contracts with Estimated, Committed, and Actual costs.

• Level 2: Displays key calculations, including:

  • Gross Profit

  • Earned Revenue

  • Over/Under Billings

  • Paid to Date (Actual Costs minus Open Payables)

  • % Complete (based on projected or estimated costs)

Projected vs. Estimated Costs:

• If any phase has projected costs, the report uses projected costs.

• If no projected costs exist, it uses current estimated costs.

• The report may include a mix of projected and estimated costs across items.

Additional Details

• Pending Change Orders include all PM change orders without an approved CO (ACO).

• Committed Costs include only SLs and POs that have been interfaced from PM.

• A Cost Type summary shows estimated, actual, and projected costs.

• You can drill down from:

  • Cost Type → Phase → Transaction detail

  • Committed Costs → Detailed commitments

• Blue amounts are clickable for supporting detail.

Report Parameters

• Company – Select or accept default

• Beginning / Ending Project – Choose project range

• Project Manager – Optional filter

• Beginning / Ending Month – Reporting period

• Include Cost Types – Enter specific cost types (e.g., 2,3,30) or leave blank for all