Area Reports

To run reports on job areas, navigate to [e] Job Costing, then [e] Area Reports:

Area & Centre List

This report shows shows selected areas by area, owner P/O number, job and centre.

Selection Criteria:

• by file type ‘C’urrent, ‘H’istoric or both
• job number – specific to job number or range of job numbers entered
• area – specific to area or area range entered
• by ‘A’rea or ‘C’lient code order
  • ‘A’ – by area code order
  • ‘C’ – by client code order

Report Fields

• centre – job
• job – description
• centre – area
• area – description
• centre – centre
• centre – post type
• centre – description
• centre – active?
• centre – client P/O (client coding)
• client_po – description

Additional Export Fields

• centre – client P/O item

J/C Consolidated Area Report – shows budgets, commitments, costs and forecasting by area, owner P/O number, job and centre. These are broken down into hours and labour, material, equipment and subcontract costs.
Selection Criteria:

by file type ‘C’urrent, ‘H’istoric or both
job number – specific to job number or range of job numbers entered
area – specific to area of area range entered
Current or Original budget:
‘C’ – current
‘O’ – Original
Live or Snapshot Costs:
‘L’ – Live
‘S’ – snapshot costs, commitments forecasts
OT hrs include scheduled?:
‘Y’ – include premium hours
‘N’ – otherwise
By Area, Code or Pay item:
‘A’ – area & client code order
‘C ‘– client code and area order
‘P ‘– client code and Pay item order
Summary report available through ‘show’ option at bottom of detail report

J/C Area Budget Report – shows current or original budget amounts by area, owner P/O number, job and centre.
Selection Criteria:

by file type ‘C’urrent, ‘H’istoric or both
job number – specific to job number or range of job numbers entered
area – specific to area or area range entered
Current or Original budget:
‘C’ – current
‘O’ – Original
By Area or Code
‘A’ – area & client code order
‘C ‘– client code and area order
Summary report available through ‘show’ option at bottom of detail report

J/C Area Cost Report – shows actual or forecast costs by area, owner P/O number, job and centre.
Selection Criteria:

by file type ‘C’urrent, ‘H’istoric or both
job number – specific to job number or range of job numbers entered
area – specific to area or area range entered
Actual or Forecast:
‘A’ – actual
‘F’ – Forecast
Live or Snapshot Costs:
‘L’ – Live
‘S’ – snapshot costs, commitments forecasts
By Area or code:
‘A’ – area & client code order
‘C ‘– client code and area order
Summary report available through ‘show’ option at bottom of detail report

J/C Area List – shows disposition within area within job
Selection Criteria:

by file type ‘C’urrent, ‘H’istoric or both
job number – specific to job number or range of job numbers entered
area – specific to area or area range entered

Area P/O Tracking

Each time you add an area to a job, you can record the client’s purchase orders to it. As you post receivable invoices to centres in that area, Abio will include that invoice’s amount in the area’s invoiced amount.

The Area P/O Tracking report monitors how close you are to maxing out the purchase order amounts on any given job and area. You can query this report from time to time. You can also set it to alert you each time you sign on to Abio.

Selection Criteria

• by file type ‘C’urrent, ‘H’istoric or both
• job number – specific to job number or range of job numbers entered
• area – specific to area or area range entered
• fixed price job?
  • ‘A’ – all jobs
  • ‘N’ – not fixed price
  • ‘Y’ – fixed price only
• maximum days since last activity – days since last payroll timesheet or billing invoice. Use 0 to disable. Use this field to exclude jobs with little or no activity.
• percent remaining – on client’s purchase order. Use 0 to disable.

Alerts

This report allows you to set an alert. You may want to know when active, fixed price jobs are close to going over the maximum amount indicated on the client’s original purchase order (you can review how to set a job as fixed price here). To set up an alert that displays each time you sign on to Abio, do this:

1. Click the Alert check box at the top of the report criteria screen.
2. Select the full range of jobs and areas.
3. Set ‘fixed price job?’ to ‘Y’.
4. Set ‘maximum days’ to 0 if you want to see all jobs, or to a high number, like 100, if you want to exclude dormant jobs.
5. Set ‘percent remaining’ to 5, if you want to catch jobs within 5% of maxing out.
6. Select ‘OK’.

Abio will confirm you have an alert set.

Abio will check this report each time you sign on. If the report would produce one or more rows, Abio will display it automatically.