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. Note that this value is based on the actual date of each record.
- Month
-
Includes all dates from the start of the month through the end of the month. Note that this value is based on the actual date of each record.
- Week
-
This is the week number using a 12 month calendar year. Note that this value is based on the actual date of each record.
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.
- 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
- Vista
table.field:
JCCP.TotalCmtdCost
- 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
- Vista
table.field: JCCP.TotalCmtdCost -
JCCP.RemainCmtdCost
- 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