This screens provides detailed cost analysis on the job.
The listing in the grid provides all the hours projections and cost projections for each phase code. This grid has many columns so it is best to configure your screen to provide the view you would like, then save that view with a name. Click here to understand views
There are a few columns that require some explanation.
TC Cost Excluded/Included
This is the cost of time card entered but not posted to job cost in Spectrum ERP. The cost is either Included in the JTD cost or Excluded from the JTD Cost based on your system setting. Time Card source can be either time cards entered in Spectrum, or time cards entered in JobSiteForecast, based on your system settings.
Projected Cost ERP
This is the projected cost currently in Spectrum based on the overnight refresh. You can refresh this data at any time by clicking on the REFRESH button.
Projected Cost JSF
This is the projected cost currently calculated by JobSiteForecast. If this is different from the Projected Cost ERP by +/- $10 then the column will be highlighted YELLOW (for Active or Inactive phases) or RED (for Complete phases).
You can edit the JSF Projected Cost column and then SYNC it to Spectrum ERP. You can only make edits to the current week.
Editing the Projected Cost JSF depends on the cost type. It to very helpful to sort the screen by Cost Type before you start.
- For LABOR cost types, you must edit the Percent Complete, Hours to Complete, or Hours at Complete. You cannot edit the cost directly. By changing the hours projection, the system will calculate the projected cost.
- For LABOR cost types based on quantities (see your your system settings) you will need to update quantities in Spectrum. The overnight refresh will get all those changes.
- For NON-LABOR cost types, you can click in the Projected Cost JSF field and change the number.
After making all your changes click SAVE DETAILS. This will save your changes to the JobSiteForecast server.
SYNC to Spectrum
If you wish to "sync" those projections to Spectrum ERP, then click the SYNC button. This will transfer all your changes to Spectrum, it waits a few seconds and then it reads back the Spectrum projection and refreshes the screen.
IMPORTANT: You must NOT have the Spectrum job projection window open or else Spectrum will set the entries to zero.
If the item is highlighted in RED, this means the phase code status is COMPLETE and this change will be ignored by Spectrum unless you change the status in Spectrum before finalizing the SYNC.
If the item is highlighted in YELLOW, it will be updated in Spectrum once the SYNC is complete.
If the transfer is successful, all the YELLOW/RED highlights will clear, signaling the two systems are in sync. Note: Spectrum can take up to 30 seconds to post the changes, so if the transfer is not successful, wait 30-60 seconds then click REFRESH to refresh everything. DO NOT click the SYNC button again.
If you want to see the posting to your job projection in Spectrum, then run Job Cost | Reports | Projected Cost History.