List of Reports

You can access reports within the system by clicking on the “Reports” on the Project Toolbar or selecting “Reports” on the Main Menu. There are over 80 reports available. Listed below are the most frequently used reports.

Bid Reports

Bid Summary:
This report displays the quantity, unit cost and total cost of all direct and indirect cost items.

Item Cost Summary:
This report displays the quantity, unit cost and total cost of all direct and indirect cost items broken down by cost types including man-hours, labor, equipment, job material (expenses), permanent material and subcontracts.

Estimate Line Detail:
This is the detailed estimate for the bid that displays all costs, crews, resources and production rates.

Estimate Write-up:
This report is similar to the Estimate Line Detail with the option to exclude resources. Users can also define the range of items to be included.

Joint Venture Comparison:
Summarizes the bid according to the Joint Venture Groups. This report is used to reconcile bids with Joint Venture Partners.

Proposal
Reports (Tenders)

Bill of Quantities:
This report details the selling prices to the client. The report includes quantities, unit prices and total prices subtotaled by section. This report is intended for external distribution to a client.

Bid Form:
This is a condensed version of the Bill of Quantities intended for internal use. An option to shade “Open” items when closing a bid is included.

Analysis Reports

Work Schedule:
This is a bar chart schedule for the project.

Cash Flow Chart:
This report charts revenue and cost over time and shows the net cash penetration required to finance the project. See step 12 for sample charts.

Resource Histogram:
The user can select any range of resources to be charted over time. Used to create Manpower Loading and Material Procurement schedules.