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- BOQ Gantt
- Displays the progress of each BOQ (in terms of % work done) in a Gantt Chart
- The percentage progress comes from the measurements recorded for the BOQ.
- The dates come from the schedule setup for the Scopes that are linked to the BOQ.
- BOQ Margin
- This report shows the margin on sales for all BOQ Items in a given Job.
- QTY and Contracted Value are the BOQ QTY and Values
- Work done QTY and Work done Value are the measurements recorded for the BOQ.
- L: Labour Cost incurred for the BOQ (Comes from Timesheet entry)
- M: Material Cost incurred for the BOQ (comes from Material Issue)
- P: Plant & Machinery Cost incurred for the BOQ (comes from P&M Log Sheet entry and cost transfer)
- S: Subcontractor Cost incurred for the BOQ (comes from the Work Order Measurements recorded for WorkItems against the BOQ)
- O: Overhead Costs against the BOQ (this is through a process called Cost Apportionment)
- All Voucher entries against specific ledgers that are setup as Overheads are aggregated.
- The aggregate value is then apportioned to the BOQ based on its Sales Value.
- % Work Done = Work Done QTY / BOQ QTY
- Margin on Sales = (Sales - Cost ) / Sales
- This report shows the margin on sales for all BOQ Items in a given Job.
- BOQ Progress
- This report shows the % work done for all BOQ Items in a given job and compares it with the QTY in the Order, the Work Done and also the QTY invoiced to the customer.
- BOQ Rate Analysis
- This report compares the cost and sales rates for all BOQ Items in a given Job
- % Work Done - comes from the measurement of work
- Quoted Rate - rate in the Quote (Tender) submitted to the Customer. (Before discount and negotiation)
- Billing Rate - final price as agreed with the Customer, this is the BOQ price.
- Scheduled Rate - Cost of this BOQ from the WBS Schedule. This value is available if the BOQ is linked to a WBS Scope and the WBS Scope has a Rate Analysis. If the Scope is created from the BOQ then this value is not available.
- Budgeted Rate - Cost Rate of this BOQ derived from the Estimate.
- Actual Rate - The Actual Cost per unit of the BOQ Item derived from transactions done in the system.
- Variances - The variance columns measure the %age difference from the Actual Cost Rate with each of the other Rates.
- This report compares the cost and sales rates for all BOQ Items in a given Job
- BOQ Subcontractor Comparison
- This report compares the work done for a BOQ with the work done by the Subcontractor for all WorkItems linked to the BOQ Item
- The BOQ Billed QTY and Values are also compared with the Subcontractor Work Done.
- The %age work done for the BOQ Item and the %age workdone for the WorkItem (assigned to the Subcontractor) are also compared.
- The drill-down for this report details the Subcontractor and the Work Order Item.
- This report compares the work done for a BOQ with the work done by the Subcontractor for all WorkItems linked to the BOQ Item
- Budget To Complete
- This report describes the budget required to complete a BOQ Item based on the Work Remaining to complete it.
- This report calculates the Work Done till date finds the % completed.
- It uses the %completed to find the %of Budget that should have been consumed. Subtracting this value with the original budget (Budget At Completion) gives the Budget Required to complete the balance work.
- The value in #2 is then compared with the amount of budget remaining to compute the variance of required to available.
- If the variance column is in Red this means that the available budget is not sufficient to complete the balance of this BOQ Item.
- This report describes the budget required to complete a BOQ Item based on the Work Remaining to complete it.
- Consolidated Measurement Sheet
- Report of all Measurements done for BOQ Items in a Job in a given date range.
- Job Cost Report
- This report provides details on the Work Done, Variance from Actual to Budgeted and Profit for all BOQ Items in a Job for a given date range.
- Work Done comes from measurements.
- Actual Cost comes from transactions done in the system.
- Budgeted Cost comes from the Budget (Estimate)
- Profit and Margin (Sales Margin) is Sales - Cost (Sales - Cost / Sales for Margin)
- The drill down provides details of the Resources Consumed for the BOQ and the variance between Actual and Budgeted QTY and Value.
- This report can be used to track BOQ Profitability and compare Actual Cost to Budgeted Cost.
- This report provides details on the Work Done, Variance from Actual to Budgeted and Profit for all BOQ Items in a Job for a given date range.
- Job Lookahead Report
- This report describes the work planned for each BOQ Item in a Job in a given date range.
- Labour Requirement Calendar
- This report lists the dates that different Cadre of Manpower required.
- This data comes from the Estimate and the Scope Schedule.
- Machine Requirement Calendar
- This report lists the dates that different machines are required. Machine planning is on a Sub-Sub Group level and hence this report lists the Sub-Sub Groups that are required at different dates.
- Material Monthly Budget
- This report lists all material required for a Job and the quantity required in each month for that material.
- This can be used to plan the monthly material requirement for the project.
- Material Procurement Calendar
- This report lists the dates that different material are required for a given Scope.
- This data is derived from the Estimate and the Scope Schedule.
- In case the budget is at the Group level for the material - then the report lists the entire Group as required.
- Project Execution plan
- Schedule of All Activities in the Job
- Activities are denoted by their Type
- PKG - Package Level Activities
- PSG - Parent Scope Group
- SG - Scope Group
- S - Scope (linked to BOQ)
- WG - Workgroup
- WI - Workitem (assigned to Subcontractor)
- Activities are denoted by their Type
- This report along with the Gantt chart provides a view similar to MS Project.
- Schedule of All Activities in the Job
- Project Progress Report
- Lists all transactions in the system for a given job in a given date range.
- This report is often referred to as DPR (Daily Progress Report)
- Resource Reconciliation Report
- This report lists the actual cost to budgeted cost broken up in terms of the resource types (L,M,P,O,S)
- Variance is the difference between Actual and Budgeted Cost
- The drill-down provides the details of the Resource consumed/budgeted.
- For all resources the rates are all weighted averages.
- Scope Progress Report
- This report is similar to a BOQ Progress report however instead of the BOQ Work done it lists the Scope Work Done.
- This report is generated only if Work Done is measured and recorded at the Scope Level and not at the BOQ level.
- Subcontractor Monthly Budget
- This report breaks up the Workitem estimate in terms of the Schedule of the Work Items
- It shows month-wise the value of Subcontractor work that has been planned.
- This report in conjunction with the Material Monthly Budget provides the Cashflow requirement of the Job.
- Subcontractor Work Plan
- The schedule of work assigned to a subcontractor.
- This report is based on the Workitem schedule.
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