Project Management: Contract Billings

Find descriptions of the fields in the Project Management: Contract Billings data source organized by category.

Calendar Date

Year

Calendar year starting with January 1st and ending on December 31st. This may be different from the company's Fiscal Calendar.

Month

Includes all dates from the start of the month through the end of the month.

Week

This is the week number using a 12 month calendar year.

Contract

Customer Code

This code represents a specific customer.

  • Vista table.field: ARCM.Customer
  • Spectrum table.field: CR_CUSTOMER_MASTER_MC.Customer_Code
Contract Type

For Spectrum, the contract type is used to group projects by function, or by any other desired classification. For Vista, the contract's Default Bill Type.

  • Vista table.field: JCCM.DefaultBillType
  • Spectrum table.field: JC_JOB_MASTER_MC.Company_Code

Contract Schedule of Values

Bill Item

This code represents a specific line item on the customer contract. Billing will be done by these bill items.

  • Vista table.field: JCCI.Item
  • Spectrum table.field: CR_DRAW_REQUEST_DETAIL_MC.Billing_Item_Code, CR_DRAW_UNIT_PRICE_BILL_MC.Bill_Group_Code, and CR_DRAW_UNIT_PRICE_BILL_MC.Bill_Item_Code

Job

Company Code

This represents the specific company.

  • Vista table.field: JCJM.JCCo
  • Spectrum table.field: JC_JOB_MASTER_MC.Company_Code
Cost Center

For Spectrum only. This represents the cost center, profit center or some other way to group the organization.

  • Spectrum table.field: JC.PHASE_MASTER_MC.Cost_Center if it exists, otherwise JC_JOB_MASTER_MC.Cost_Center
Cost Groups

For Spectrum only. This represents the cost centers, profit centers or some other way to group the organization.

  • Spectrum table.field: EM_COST_GROUP_LIST_MC.Cost_Group
Job Code

This code is used to identify the job.

  • Vista table.field: JCJM.Job
  • Spectrum table.field: JC_JOB_MASTER_MC.Job_Code
Job Status

The status of the job that includes Active, Inactive, and Complete.

  • Vista table.field: JCJM.Status
  • Spectrum table.field: JC_JOB_MASTER_MC.Status

Measures

Contract Billed

This is the current period's billing, before backing off the current period's retention amounts. For Spectrum, this does not include sales tax or VAT. For Vista, tax depends on contract settings.

  • Vista table.field: JCID.BilledAmt
  • Spectrum table.field: CR_INVOICE_HEADER_MC.Invoice_Extension
Contract Billed Quantity

This is the quantity billed for the current period.

  • Vista table.field: JCID.BilledUnits
  • Spectrum table.field: CR_UNIT_PRICE_DETIL.Period_Quantity
Contract Billed Quantity to Date

This is the job-to-date quantity billed for the contract.

  • Vista table.field: JCID.BilledUnits
Contract Billed to Date

This value shows the amount of the contract that has been billed to date.

  • Vista table.field: JCID.BilledAmt
  • Spectrum table.field: CR_INVOICE_HEADER_MC.Invoice_Extension
Contract Changes - Approved
  • Vista: this value shows approved PM change orders that are yet to be interfaced to Job Cost.
  • Spectrum: by month, all change orders and change request billing changes that recognize revenue and cost revisions, but no billing. (Action Type 2).
Contract Changes - Executed
  • Vista: executed PM change orders that are interfaced with Job Cost.
  • Spectrum: by month, all change orders that recognize revenue and cost revisions, and billing is allowed. (Action Type 1)
Cost

The current month's actual cost for the project.

  • Vista table.field: JCCD.ActualCost
  • Spectrum table.field: JC_TRANSACTION_HISTORY_MC.Tran_Amount
Cost to Date

This is the job-to-date actual cost amount for the project.

Current Contract Value

The net changes to the revised contract amount for the month.

Current Contract Value to Date

The sum of the original contract plus Executed and Approved Changes.

  • Vista table.field: JCID.ContractAmt
  • Spectrum table.field: CR_CHNG_ORD_REV_MC.Revenue + CR_CHNG_ORD_REV_MC.Revenue (if it is type 1 or 2) + CR_DRAW_REQUEST_DETAIL_MC.Contract_Amount + CR_DRAW_UNIT_PRICE_BILL_MC.Contract_Amount + CR_CONTRACT_MASTER_MC.Original_Contract_Amount
Original Contract Value

The original value of the contract.

  • Vista table.field: JCCI.OrigContractAmt
  • Spectrum table.field: CR_CONTRACT_MASTER_MC.Original_Contract_Amount
Original Contract Value to Date

The original contract value to date.

Projected Contract Value

The projected value of the contract. The projected value of the contract. If the Projected Value is zero, this value will show the current Contact Value determined at the item level. This means that if a contract includes three items and only one item has projected value, the number shown as Pojected Value will include the projected value for the one item that has it and the current Contract Value for the other two items that do not.

  • Vista table.field: JCID.ProjDollars
  • Spectrum table.field: CR_DRAW_REQUEST_DETAIL_MC.Projected_Amount

    CR_DRAW_UNIT_PRICE_BILL_MC.Projected_Amount

Projected Contract Value To Date
The projected value of the contract to date.
Projected Quantity to Date

The expected quantity at the completion of the project.

  • Vista table.field: JCID.ProjUnits
  • Spectrum table.field: CR_DRAW_UNIT_PRICE_BILL_MC.Projected_Quantity

Salesperson

Salesperson

For Spectrum only. The name of the salesperson associated with the contract.

  • Spectrum table.field: CR_SALESMAN_MASTER_MC.Name