About the Summary Info Pane

The Summary Info pane in SM Work Orders provides you with critical work order summary dashboard information so that you do not have to manually locate information in order to release a work order for billing.

Cost values are shown in exact values and are based on work completed entries. The Cost total shows the sum of actual and/or projected costs for work completed; if project costs are included in the total, an asterisk displays to the right. Tax and Margin values are shown with a link that you can click to toggle between dollar amount and percentage views. The Labor Hours section shows Budgeted hours vs. the Actual hours posted to work completed labor lines. Budgeted hours will be the combined total of hours posted on the Labor tab for scopes with the Derived check box selected and the hours posted in SM Work Order Cost Detail for scopes with the Derived check box unselected.