Job Costing - Using Self Perform View

This functionality allows users to see controlling jobs in the Cost Status Query/Cost Status Query (Category) in CMiC Field from different companies or the same company. This is useful because companies that use different controlling jobs to track self-perform work on a project will now have a single comprehensive view within the Cost Status Query.

NOTE: Only the Beta version has been released in the 14-2 patch. Some of the features are still under development.

Add Cost Status Query Mapping Tab

Steps to add Cost Status Query Mapping tab in Lite Editor

Pgm: JCJOBFM – Job Setup; standard Treeview path: Job Costing > Job > Enter Job

The Cost Status Query Mapping tab needs to be added using Lite Editor.

For additional details on the fields and options available on this tab, refer to Job Costing - Job Setup - Cost Status Query Mapping - Tab.

Sample of the Cost Status Query Mapping tab

Pgm: JCJOBFM – Job Setup; standard Treeview path: Job Costing > Job > Enter Job - Cost Status Query Mapping tab

The screenshot above shows the Cost Status Query Mapping tab enabled for a main job.

Sample of the Cost Status Query Mapping tab disabled for subjobs

Pgm: JCJOBFM – Job Setup; standard Treeview path: Job Costing > Job > Enter Job - Cost Status Query Mapping tab

The screenshot above shows the Cost Status Query Mapping tab disabled for a sub-job.

Link Parent and Child Jobs

The Related Company field and the Related Job field display only the companies/jobs to which the user has security access.

Example of main controlling jobs from the same/different company linked as child jobs to the parent job

Pgm: JCJOBFM – Job Setup; standard Treeview path: Job Costing > Job > Enter Job - Cost Status Query Mapping tab

The screenshot above shows an example of main controlling jobs from the same/different company linked as child jobs to the parent job.

Example of the Categories section for the child job disabled

Pgm: JCJOBFM – Job Setup; standard Treeview path: Job Costing > Job > Enter Job - Cost Status Query Mapping tab

Once linked, the Categories section for the child job will be disabled and [Insert]/[Insert Multiple]/[Delete] buttons in the Block Toolbar will no longer be available for the child job, as shown in the screenshot above.

Category Options in Cost Status Query Mapping

Exclude Cost Budget

Example of the 'Exclude Cost Budget' checkbox checked for two categories on the parent job 1000,3000

Pgm: JCJOBFM – Job Setup; standard Treeview path: Job Costing > Job > Enter Job - Cost Status Query Mapping tab

The screenshot above shows an example of the 'Exclude Cost Budget' checkbox checked for two categories on the parent job 1000,3000.

Example of the Cost Status Query (Category) screen in CMiC Field

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

The screenshot above shows an example of the Cost Status Query (Category) screen in CMiC Field before the 'Exclude Cost Budget' checkboxes are checked on the Cost Status Query Mapping tab of the Job Setup screen and the columns display the actual values.

An example of the Cost Status Query (Category) screen

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

The screenshot above shows an example of the Cost Status Query (Category) screen after the 'Exclude Cost Budget' checkboxes are checked on the Cost Status Query Mapping tab of the Job Setup screen. The columns PMOJSQ_ORIG_BUDG_AMT, PMOJSQ_CURR_BUDG_AMT, and PMOJSQ_PROJ_AMT in the Cost Status Query (Category) screen in CMiC Field for the checked categories are shown as 0.

Exclude Costs

Example of the 'Exclude Costs' checkbox checked for two categories on the parent job 1000,3000

Pgm: JCJOBFM – Job Setup; standard Treeview path: Job Costing > Job > Enter Job - Cost Status Query Mapping tab

The screenshot above shows an example of the 'Exclude Costs' checkbox checked for two categories on the parent job 1000,3000.

Example of the Cost Status Query (Category) screen in CMiC Field before the 'Exclude Costs' checkboxes are checked

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

The screenshot above shows an example of the Cost Status Query (Category) screen in CMiC Field before the 'Exclude Costs' checkboxes are checked on the Cost Status Query Mapping tab of the Job Setup screen and the columns display the actual values.

Example of the Cost Status Query (Category) screen after the 'Exclude Costs' checkboxes are checked

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

The screenshot above shows an example of the Cost Status Query (Category) screen after the 'Exclude Costs' checkboxes are checked on the Cost Status Query Mapping tab of the Job Setup screen. The columns PMOJSQ_SPENT AMT and PMOJSQ_EXT_CO_AMT in the Cost Status Query (Category) screen in CMiC Field for the checked categories are shown as 0.

Exclude Cost Forecast

Example of the 'Exclude Cost Forecast' checkbox checked for two categories on the parent job 1000,3000

Pgm: JCJOBFM – Job Setup; standard Treeview path: Job Costing > Job > Enter Job - Cost Status Query Mapping tab

The screenshot above shows an example of the 'Exclude Cost Forecast' checkbox checked for two categories on the parent job 1000,3000.

Example of the Cost Status Query (Category) screen in CMiC Field before the 'Exclude Cost Forecast' checkboxes are checked

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

The screenshot above shows an example of the Cost Status Query (Category) screen in CMiC Field before the 'Exclude Cost Forecast' checkboxes are checked on the Cost Status Query Mapping tab of the Job Setup screen and the columns display the actual values.

Example of the Cost Status Query (Category) screen after the Exclude Cost Forecast checkboxes are checked

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

The screenshot above shows an example of the Cost Status Query (Category) screen after the 'Exclude Cost Forecast' checkboxes are checked on the Cost Status Query Mapping tab of the Job Setup screen. The column PMOJSQ_CALC_PROJ_AMT in the Cost Status Query (Category) screen in CMiC Field for the checked categories are shown as 0.