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Cost Reports

Job Costing provides several ways to view and export cost data for analysis and reporting.

On-Screen Reporting​

Summary Cards​

The three summary cards at the top of Job Costing provide at-a-glance metrics:

CardKey Metrics
Projected Total CostsTotal projected spend, % vs. budget, billed vs. remaining
Total MarginsProjected profit dollars, margin comparison, target status
Revised Client PriceContract total, invoiced amount, invoicing progress

Cost Code Table​

The main table provides detailed reporting by cost code with:

  • Budget tracking (estimated, total, committed, billed)
  • Projection tracking (projected, cost to complete, variance)
  • Client pricing (price, invoiced, remaining)
  • Profitability (profit, estimated margin, projected margin)

Detail Breakdowns​

Expand any row to see line-item details grouped by source:

  • Assemblies (estimate entries)
  • Bills and purchase orders
  • Change orders
  • Client invoices
  • Field receipts
  • Time entries

Filtering Reports​

Use filters to focus on specific data:

  1. Click the filter icon in the toolbar
  2. Available filters:
    • Keyword Search - Search cost code names
    • Cost Code - Select specific cost codes
    • Is Complete - Filter by completion status

Filtering is useful for:

  • Reviewing incomplete cost codes only
  • Focusing on specific categories (e.g., all labor cost codes)
  • Finding cost codes by name

Sorting Data​

Click any column header to sort the table:

  • Click once for ascending order
  • Click again for descending order

Common sorting scenarios:

GoalSort By
Largest budget itemsEstimated Cost (descending)
Most over budgetProjected vs. Total (ascending)
Highest committed costsCommitted Cost (descending)
Least invoiced% Invoiced (ascending)

Exporting Data​

CSV Export​

Export all job costing data to a CSV file for external analysis:

  1. Click Export to CSV in the toolbar
  2. File downloads as job-cost.csv
  3. Open in Excel, Google Sheets, or other spreadsheet software

The export includes:

  • All cost codes (respecting current filters)
  • All column values
  • Totals row
  • Detail sections (assemblies, bills, etc.)

What to Do with Exported Data​

  • Create pivot tables - Analyze costs by category
  • Build charts - Visualize budget vs. actual
  • Compare projects - Combine exports from multiple projects
  • Share with stakeholders - Send profitability summaries
  • Archive - Keep point-in-time snapshots

Fullscreen Mode​

For presentations or detailed review, use fullscreen mode:

  1. Click the fullscreen icon in the toolbar
  2. Job Costing expands to fill the browser window
  3. Project header shows customer name, ID, and title
  4. Press ESC or click the icon again to exit

Fullscreen is useful for:

  • Team meetings and reviews
  • Detailed cost analysis
  • Presentations to leadership

Using Job Costing with Other Reports​

Job Costing complements other Readybuild reports:

Cost Controls Report​

The Cost Controls Report shows cost tracking across multiple projects. Use it to:

  • See project-level cost summaries
  • Compare budgeted vs. actual across portfolio
  • Identify projects at risk

WIP Report​

The WIP Report tracks work in progress for revenue recognition. Job Costing data feeds into WIP calculations.

Labor & Material Report​

Access from the project's support links. Shows labor and material breakdown separately.

Best Practices for Cost Reporting​

Weekly Review​

  • Check job costing weekly during active production
  • Review any negative variances
  • Ensure time entries are being approved
  • Verify PO costs are accurate

Monthly Closeout​

  • Mark completed cost codes as Complete
  • Review invoicing progress
  • Export for monthly project review
  • Document any significant variances

Project Closeout​

  • Ensure all costs are captured
  • Mark all cost codes Complete
  • Export final job cost report
  • Compare final margin to estimated margin
  • Document lessons learned

Interpreting Results​

Healthy Project Indicators​

  • Projected margin meets or exceeds estimated
  • Most cost codes show green variance (under budget)
  • Invoicing progress tracks with completion
  • No large committed costs outstanding

Warning Signs​

  • Multiple cost codes with red variance (over budget)
  • Projected margin significantly below estimated
  • Large committed costs that will become billed
  • Invoicing lagging behind cost progress