Review Work Centres

This form is enabled if you use Advanced Job Cost Work Centre Plans.

Use this tab to view details by Work Centre of Jobs with Work Centre Plans. The table shows details within each selected job by Work Centre in the sequence determined by the job's work centre plan.

Users who have completion permissions for a level can change the Actual Complete Date and % Complete, and can select to calculate and update the % Complete for the work centres.

Work centres that have been completed are read-only.

Options Reference

Each option and field on the form is described below. Mandatory options and fields are highlighted in red.

If there is an enquiry you make frequently (for example, to view jobs for a particular manager), you can enter your criteria and save them by clicking Save Criteria and assigning a name. Click Load Criteria to load saved criteria before applying your search.

Enter one or several filters to determine the enquiry output. For example, you can select a profit centre and charge type combination, or a sub-set of specific jobs. You can do this when entering search criteria:

To select more than one specific Job (or other type), select the first one. It is copied to the field to the right of the Search field. As you more jobs, they append to the string on the right side, delimited by a comma.
To enter a range of search criteria, enter it into the field on the right side of the Search field, and use a colon to separate the lowest and highest value. For example, enter 400001:400005 to include all Jobs from 400001 to 400005.
You can use wildcards to include a specific group of criteria. For example,
- 00* includes all codes with a string starting with 00.
- 1* includes all codes with a string starting with 1.
- *0 includes all codes ending in 0.

You can also filter the output using the Job flag: open, closed or finalised jobs, and job trees.

Click Search Now to return job details to the table based on your search criteria.

Work Centre

Select the work centres whose details to display.

Show all Work Centres per Job

If not selected, only work centres that have data entered against them display.

If you select this option, all work centres available to that job that match the Work Centre Plan display.

Table

For each work centres, these details are shown:

Job	The job code. Only jobs that use a Work Centre Plan that have the selected criteria display.
Work Centre Plan	The name of the Work Centre Plan.
Select	This is enabled for users who have completion permissions for the work centres level.
Work Centre	The work centre's code. If the Show all Work Centres per Job option is not selected, then only those that have transaction estimates for them display.
Description	The work centre's description.
Scheduled Start	This is entered in the job's Work Centre table to indicate the scheduled start date of this phase of the job.
Scheduled Complete	This is entered on the job's Work Centre table to indicate the scheduled complete date of this phase of the Job.
Actual Start (display only)	This uses the earliest transaction on this work centre. The Posting Date on timesheet transactions is used.
Actual Complete	This date indicates the completion of this phase of the job. The presence of any date prevents further data entry to this level. Users who have completion permissions set up in JC Work Centre Plan Maintenance can enter or change this date.
Calc % Complete	This value is the result of selecting the level and clicking the Calculate button, using the % Complete Method used.
% Complete	This value is the percentage of completion for this phase. You can enter it here, or Greentree Desktop can calculate it by clicking the Select box then clicking the Calculate button. A value of 100 prevents further data entry to this level. Users who have completion permissions set up in JC Work Centre Plan Maintenance can enter or change this value.
Est Cost	This uses the estimate line's Start Date if it falls in the selected From/To period range, it is included.
Actual Cost	The total costs for this activity or work centre.
Cost %	The percentage of actual cost/estimated cost.
Outstanding PO	The total outstanding purchase orders.
Est Hours	The total estimated hours
Actual Hours	The total actual hours.
Hours %	The percentage of actual hours or estimated hours.
Est Retail	The total retail value of estimates.
Actual Retail	The total retail value of the costs.
% Complete Method	This is the method by which the percentage completed is calculated: Budget v Actual - Cost: Current estimate total cost versus total actual costs Budget v Actual - Hours: Current estimate total hours versus total hours of actual costs Budget v Actual - Sell: Current estimate total retail versus total retail value of actual costs Elapsed Time: Number of days from Job start date to expected completion date None: No percentage complete calculation is done for this level.

Note: Enter estimates either for non-posting levels only or for posting levels only to avoid totals that appear inaccurate. In the JC Job Maintenance Work Centre table and the Review Work Centres table, the non-posting level totals display estimate values entered for the level.

Calculations

Select the lines to include in the calculation process:

Select All - Use this to select all available work centres in the table click the Select box next to each line). You can also click the Select box beside lines in the table.
Unselect All - Use this to deselect all work centres in the table.

Calculate

Select this option to perform the calculation of each selected work centre line based on its calculation method. The result displays in the Calc % Complete column.

Clear Calculations

Select this option to clear the calculation of the selected work centres lines from the Calc % Complete column.

Copy Calculations

Select this option to copy the value in the Calc % Complete column into the % Complete column for the selected work centres lines.

Save

Click this button to save your changes (including the copied values).

The calculation methods used are:

Budget v Actual Cost	(Actual Cost ÷ Estimated Cost) x 100
Budget v Actual Hours	(Actual Hours ÷ Estimated Hours) x 100
Budget v Actual Sell	(Actual Retail ÷ Estimated Retail) x 100
Elapsed Time	(Number of days from the Actual Start Date to today) ÷ (Number of days from the Scheduled Start Date to the Scheduled Completion Date) x 100 Actual Start Date is the date as shown on the Work Centre row on the JC Job Maintenance form Scheduled Start and Scheduled Completion Dates are entered on the Work Centre row on the JC Job Maintenance form If any of those dates is not set/available then the percentage is 0 If the Actual Completion Date is set (to any date) then the percentage calculated is 100
None	No calculation.

Load Criteria

Click this button to recall saved selection criteria. Then, select the name of the criteria to recall.

Save Criteria

Click this button to save your selection criteria. Then, enter a name for that criteria.