JB Contract Progress Worksheet

You can use the JB Contract Progress Worksheet report for a worksheet for entering billing amounts in the JB Progress Billing program. Access this report by selecting Job Billing > Reports > JB Contract Progress Worksheet.

The JB Contract Progress Worksheet report provides a worksheet for entering billing amounts in the JB Progress Billing program. The report provides the Estimated or Projected Cost, Actual Cost, and Percent Complete (Cost). It also shows the previous billing amounts and the billed percent complete (Billed /Contract) along with previous stored materials in order to help gauge how much should be billed for the current period. Special Note: The Contract amount is calculated as Original contract amount plus change orders from job cost through the Change Order Date. Estimated, Projected and To Date amounts are included if they are less than or equal to the Through Month. The only dollar amounts included should be those where the bill flag='Y' or 'C' for the Job Phase and Cost type linked to the contract item. The only Units included are those where the bill flag = "Y". There is an option to exclude contract items where the Bill Type flag is set to 'None'.

Report Parameters

Description

Company

Accept the default, or press F4 to select a company.

Beginning Contract:

Select the Field Lookup button or press F4 to select the beginning contract or leave blank for all.

Ending Contract:

Select the Field Lookup button or press F4 to select the ending contract or leave blank for all.

Through Month

Enter or select the month that you want to report through.

Restrict on Bill Group?

Check box to restrict by a bill group.

If Yes, Enter Bill Group

Click the Field Lookup button or press F4 to select the bill group or leave blank for all.

Print Current Information?

Check box to print current bill information.

Exclude Items with Bill Type ‘None’?

Check box to exclude contract items with a bill type of ‘none’.