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Mike Surls

Updating Estimated Costs to Complete

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Has anyone developed a smooth process of working with Project Managers to analyze and update Estimated Costs to Complete?   We provide them reports with Costs, Estimates, Change Orders and Committed Costs and we input any suggested changes through the change order task.    But getting information into a workable excel format isn't as easy as it could be.  And using a PDF isn't ideal as they can't interactively see the effect of the changes they are proposing.  Thus, it is prone to errors and misstatements.   Thanks

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  • Hi Mike,

    You have options for this. In Job Cost, you can go to Inquiry, Cost Control, Profit Summary. The Cost at Complete is there. You can Export that to excel by clicking the Export button.

    If you have other requirements of your report, you may also look in to getting OfficeConnector, and add on that allows you to generate custom reports directly in Excel. Let me know if you want more info or a demo of this product.

    Thanks!

Reply

  • Hi Mike,

    You have options for this. In Job Cost, you can go to Inquiry, Cost Control, Profit Summary. The Cost at Complete is there. You can Export that to excel by clicking the Export button.

    If you have other requirements of your report, you may also look in to getting OfficeConnector, and add on that allows you to generate custom reports directly in Excel. Let me know if you want more info or a demo of this product.

    Thanks!

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