[EM] EM Reporting

Equipment Management Reports

Accessing Reports

• Navigate to the Equipment Management module.

• Select Reports from the drop-down menu.

Generating EM Assets by GL Account Report

• 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

• 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

• 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

• 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.