Project Management: Job Financials

Find descriptions of the fields in the Project Management: Job Financials 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.

Customer

Customer Code

This code represents a specific customer.

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

Department

Department

This field is used to group jobs together.

  • Vista table.field: JCDM.Department
  • Spectrum table.field: JC_JOB_MASTER_MC.Division

Estimator

Estimator

For Spectrum only. The Estimator assigned to the job.

  • Spectrum table.field: PR_EMPLOYEE_MASTER_1_MC.Employee_Name or JC_JOB_MASTER_MC.Estimator

Geography

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

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

Master Job

Master Job

For Spectrum Only. The master job serves as the primary setup, and be for reporting purposes to include all sub-job activity as if performed in a single large job, It may also control how T+M billings of the sub-jobs work.

  • Spectrum table.field: JC_JOB_MASTER_MC.Master_Job

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 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.

  • 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
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
Estimated Cost

The net changes to estimated costs for the month

  • Vista table.field: JCCD. - Job Cost Detail.CurrEstCosEstCost
  • Spectrum table.field: JC_PHASE_MASTER_MC.Original_Est_Cost + JC_PHASE_ESTIMATES_MC.Est_Cost + CR_CHNG_REQ_CON_DET_MC. Change_Request_Amount
Estimated Cost to Date

The job-to-date estimated cost budget for this project.

Estimated Hours

The net changes to estimated hours for the month.

  • Vista table.field: JCCD.EstHours
  • Spectrum table.field: JC_PHASE_MASTER_MC.Original_Est_Hours + JC_PHASE_ESTIMATES_MC.Est_Hours + CR_CHNG_REQ_CON_DET_MC.Change_Request_Hours
Estimated Hours To Date

The job-to-date original estimated hours plus change orders.

Hours

The labor hours and contract labor hours for the month.

  • Vista table.field: JCCD.ActualHours
  • Spectrum table.field: JC_TRANSACTION_HISTORY_MC.Total_Hours
Hours to Date

The job-to-date labor hours and contract labor hours for the job.

Material Ordered Amount

Materials ordered on a purchase order or on a job requisition for the month.

  • Vista table.field: JCCP.TotalCmtdCost

    JCCP.TotalCmtdUnits

  • Spectrum table.field: PO_PURCHASE_ORDER_DETAIL_MC.Line_Extension_List1 + IM_REQUISITION_DETAIL_MC + IM_TRANSACTION_HISTORY.Committed_Extension
Material Ordered Amount to Date

The job-to-date amount of materials ordered on a purchase order or on a job requisition.

Material Received Amount

The amount of materials received on a purchase order or shipped on a job requisition for the month. (This amount may or may not be invoiced.)

  • Vista table.field: JCCP.TotalCmtdCost - JCCP.RemainCmtdCost

    JCCP.TotalCmtdUnits - JCCP.RemainCmtdUnits

  • Spectrum table.field: PO_RECEIVING_HISTORY_MC.Received_Amount + IM_TRANSACTION_HISTORY_MC.Committed_Extension
Material Received Amount to Date
The job-to-date amount of materials received on a purchase order or shipped on a job requisition.
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.

Original Estimated Cost

The original estimated costs for this project.

  • Vista table.field: JCCD.EstCost
  • Spectrum table.field: JC_PHASE_MASTER_MC.Original_Est_Cost
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 Cost

The projected final cost of the contract. Note that if the projected final cost is zero, this value will display the estimated cost.

  • Vista table.field: JCCD.ProjCost
  • Spectrum table.field: JC_PROJ_COST_HISTORY_MC.Amount
Projected Cost to Date
The job-to-date projected cost budget for this project.
Projected Hours

The projected hours for the month.

  • Vista table.field: JCCD.ProjHours
  • Spectrum table.field: JC_PROJ_COST_HISTORY_MC.Projected_Hours
Projected Hours to Date

The job-to-date projected hours budget for this project.

Subcontract Changes - Executed

By month, the total value of all executed Subcontract Change Orders and Change Requests.

  • Vista table.field: JCCD.TotalCmtdCost and SLCD.ChangeCurCost
  • Spectrum table.field: VN_CHNG_REQ_SUB_DET_MC.CR_Amount
Subcontract Changes - Executed to Date
The job-to-date amount of all executed Subcontract Change Orders and Change Requests.
Subcontract Invoiced

The amount of subcontract invoices processed for this month.

  • Vista table.field: JCCD.ActualCost and SLIT.InvCost
  • Spectrum table.field: VN_GL_DISTRIBUTION_DETAIL_MC.Debit_Amount
Subcontract Invoiced to Date
The job-to-date amount of subcontract invoices processed for this project.
Subcontract Ordered

The value of subcontracts entered into for the month.

  • Vista table.field: JCCD.TotalCmtdCost and SLIT.CurCost
  • Spectrum table.field: VN_SUBCONTRACT_PHASE_MC.Original_Contract_Amount + VN_CHNG_REQ_SUB_DET_MC.CR_Amount
Subcontract Ordered to Date

The job-to-date amount of subcontracts entered into for the job.

Price Type

Price Type

Indicates how this job will be billed. Options include Fixed, T+M, Cost Plus or Unit Price.

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

Project Manager

Project Manager

The project manager assigned to the job.

  • Vista table.field: JCMP.ProjectMgr
  • Spectrum table.field: JC_JOB_MASTER_MC.Project_Manager

Superintendent

Superintendent

The superintendent assigned to the job. For Vista, this can be identified by checking the Job Roles field.

  • Spectrum table.field: JC_JOB_MASTER_MC.Superintendent