Hi Cindy,

There's likely no error in how you are entering your change orders. Both of those reports only pull data from the original budget and not your change orders. I don't understand why they were built that way since they do not seem to provide much value besides at the startup of a job.

You should see change orders populate in the Over/Under Billings report in (6-1-7).

Someone will probably chime in saying you can get a custom report built with the information you are looking for...

Hope this info helps,

-Justin

I agree with Justin, those two reports are for original budget numbers only.  However MOST job reports do include "approved" change orders (the status must be approved at the top of the window) and you can tell because the column header will say budget + changes, or "current budget" indicating it includes the changes.  No need for a custom report.  And the Over/Under and Bonding reports definitely include changes.  Note:  there is also a status in the budget change and details tab which is for change orders to subcontractors.

Thank you Justin!

Thank you Char!  We've never entered Change Orders the way we are supposed to with the budget being entered on that screen and I was attempting to get us to use the program as intended.  We use a Job Cost Analysis report that's in our custom reports.  Project Managers like to see the hours, labor, material and sub budgets, actual costs, and remainder on one report.  I looked at the JC Analysis report and can't seem to come up with the proper formula to get the Change Order budgets to be included in the report.

It's likely a complicated formula because you need to tie it to just budget lines that match that job, phase, cost code, etc.  Who wrote the report for you?  Can they modify it? Or do you have a Sage consultant you work with that could modify it?

I'm not completely sure because we had a different Office Manager at the time that took care of that and she didn't include me in things like that.

If you send me the report file I will look at it for you

Here's the report I'm talking about.  Is this what you were looking for?

The way it's written right now, it won't take the budgets from the Change Orders and add them in.

OK now show me the calculated field/formula for one from the budget row.  I have to run out now, but will look at it tomorrow or the weekend.

I'm not sure what you're asking me to send you.  Sorry!

Inside the report, up at the top right is a calculator icon, click on that.  Then there is a drop down at the top left of all the formulas within that report.  pull up one of the items on the budget row so I can see what it is calculating.