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Compare estimates to actuals

If you write estimates or bids, you can create reports that compare your estimated costs and revenues against your actual costs and revenues.

To do this task

  1. Choose Reports > Jobs, Time & Mileage, and then click one of these reports:

    • Job Estimates vs. Actuals Summary. This report subtotals your cost and revenue data by customer and job.

    • Job Estimates vs. Actuals Detail. This report includes all jobs that have estimates and all line items on all invoices for those jobs.

    • Job Progress Invoices vs. Estimates. This report compares each estimate with progress invoices based on the estimate. You can't QuickZoom to see detail for the amounts shown. To see detail, find the most recent invoice for the job and click Progress.

    • Item Estimates vs. Actuals. This report also shows cost and revenue data, but subtotals it by item type.

  2. (Optional) Change the date range of the report:

    • Click the Dates drop-down arrow and choose one of the ranges.

      or

    • Enter the beginning and end dates in the From and To fields.

  3. Click Customize Report at the top of the report.

  4. On the Display tab of the Modify Report window, specify whether you want the $ Difference and/or the % Difference columns to appear on the report.

  5. (Optional) Click the Filters tab to restrict which jobs or job types appear on the report:

    • Jobs: Click the Name drop-down arrow and choose one job, or choose Multiple names and then choose the jobs you want.

    • Job types: Click the Job Type drop-down arrow and choose the job type you want.

  6. If you customized the setup for this report and want to retain it for future use, click Memorize.

  7. (Optional) Click Print if you want a copy of the report.

See also

KB ID# H_EST_REPORTS
12/8/2016 3:57:13 AM
PPRDQSSWS406 9138 Pro 2017 c5943c