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Exporting & Analysis

Tools for filtering, exporting, and analyzing Job Costing data on a project.

Filtering​

Use filters to focus on specific cost codes:

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

The Type filter controls which category of costs is displayed. Production and Design costs are tracked separately. The CSV export respects this filter, exporting only the selected type.

Sorting​

Click any column header to sort the table:

  • Click once for ascending order
  • Click again for descending order
GoalSort By
Largest budget itemsEstimated Cost (descending)
Most over budgetProjected vs. Total (ascending)
Highest committed costsCommitted Cost (descending)
Least invoiced% Invoiced (ascending)

CSV Export​

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

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

The export includes:

  • All cost codes (respecting current filters, including Production/Design type)
  • All column values
  • Un-Costed Items rows and totals (Production view only)
  • Totals row

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:

  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

Job Costing data on a project feeds into these cross-project 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.

How Invoice Cost Codes Affect WIP:

The WIP Report's "Billed to Date" combines:

  1. Invoice line items with cost codes - Aggregated from the Job Costing table
  2. Invoice line items without cost codes - Tracked separately and added to totals

For accurate WIP reporting by cost category, assign cost codes to all invoice line items.

Labor & Material Report​

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

Best Practices​

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