[EM] EM Reporting

Equipment Management Reports SOP

Objective

This SOP outlines the steps to access and generate reports in the Equipment Management module for effective asset and cost management.

Key Steps

Accessing Reports 0:08

• Navigate to the Equipment Management module.

• Select Reports from the drop-down menu.

Generating EM Assets by GL Account Report 0:22

• Input the prior fiscal year and month.

• Click on Preview to generate the report.

• Review the report which includes: 

  • Equipment Code

  • Asset

  • Purchase Price

  • Optional: Disposal Price

• Note: Ensure that disposed equipment is included to align expenses with GL Account balances.

Generating EM Revenue and Cost Report 0:52

• Select the EM Revenue and Cost Report option.

• Set parameters including: 

  • Company

  • Range of categories

  • Months

  • Equipment

• Review the summary of cost and revenue details by equipment category.

Reviewing PM Contract Analysis Drill Down Report 1:18

• Access the PM Contract Analysis Drill Down Report.

• Review the initial display of each contract with: 

  • Estimated costs

  • Committed costs

  • Actual costs

• Drill down to view: 

  • Gross profit

  • Earned revenue

  • Over-under billings

  • Paid-to-date (calculated as actual costs minus open payables)

  • Open payables

• Check the cost type summary for estimated, actual, and projected costs.

Drilling Down for Detailed Information 1:47

• Drill down to view phase balances and transaction details.

• Review committed costs at the phase level.

• Click on amounts shown in blue for additional details.

Cautionary Notes

• Ensure that all data entered is accurate to avoid discrepancies in reports.

• Regularly check for updates or changes in the reporting process.

Tips for Efficiency

• Familiarize yourself with the report parameters to save time during report generation.

• Use the drill-down features to quickly access detailed information without generating multiple reports.

Link to Loom