CMiC Field - Cost Status Query

Cost Status Query; standard Treeview path: CMiC Field > Budget & Cost Management > Cost Status Query

In the Cost Status Query screen, the user has the ability to drill down into the items that resulted in a particular value – examples include Cost or Commitment transactions or lists of PCIs and even a drill down directly into the PCI details including budget and billing amounts.

The Cost Status Query screen is also available by category (standard Treeview path: CMiC Field > Budget & Cost Management > Cost Status Query (Category)).

NOTE: Users require access to the program 'Job Status Queries' to drill down into items on the Cost Status Query and Cost Status Query (Category) screens. For more information, please refer to Assigning Programs.

Press any of the blue links to bring up a Transactions pop-up for that particular phase, as shown below.

For JC transactions, press the Search icon () to search for images of the invoice. Refer to Imaging for further information on setting up image searches. When the desired image search is selected in the pop-up window above, the image is displayed in the Image Manager, along with the invoice record.

The ‘Show CPR as Cost Amount’ checkbox, located on the Settings tab of the Job Setup screen in the Job Costing module, is used to control whether the CPR amount or the actual cost amount is displayed in the Spent column. If checked, the CPR amount will be shown.

NOTE: When the CPR amount is zero for a specific cost transaction record, then the Spent column will reflect this. Preferably, this option must be used when the posted cost transactions have the CPR amount calculated and populated in the JCDETAIL table.

Projected Final Flag – JC Control File Setting

Pgm: JCCTRLFM – Job Cost Control File; standard Treeview path: Job Costing > Setup > Local Tables > Control File – Job Setup tab

With this setting, sometimes the Spent/Committed column is the greatest of the Spent and Committed columns, and sometimes it combines some of the spent and committed costs. It depends on whether the spent costs correspond to the commitments. The larger of spent and committed will be selected for each commitment. If there is no commitment, the spent amount will always be included in the sum.

In other words, if all spent costs correspond to commitments, then the Spent/Committed column must be equal to either the Spent or Committed columns, as shown above.

When the spent costs are against commitments, the Spent/Committed column will not necessarily be the sum of the other two columns, but it will take the greatest of spent or committed for each commitment. In this example, some of the costs are subsumed by commitments and some are spent outside of commitments.

This can be seen by going into the Spent/Committed pop-up, launched by clicking a value under the Spent/Committed column.

Cost Status Query (Category)

The Cost Status Query screen is also available at the category level (standard Treeview path: CMiC Field > Budget & Cost Management > Cost Status Query (Category)). This screen is similar to the Cost Status Query screen and includes additional data columns.

Comments

This field is read-only and displays comments entered when a bid item is created and the budget is updated with the [Update Budget] button on the Bid Items screen. For more information, please refer to Updating the Budget with Bid Items.

NOTE: The Comments column can be added to the Cost Status Query (Category) screen using CMiC Field - Log Builder.