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Finance · Job costing

Did this job make money? Know before it closes.

Every project shows what it was sold for, what it has cost so far and what is already on order, and compares the estimate in the quotation with the actual cost by category. Only admins and finance see it.

solset.ai/projects/…?tab=costs
Project · Costs
ContractKnown costMargin
  • Contract valueFrom the quotation
  • Bills raisedCounted
  • Open ordersOn order
  • Crew daysAt day rate
  • Modules · estimate vs actualVariance
  • Unpriced linesListed, not zero

Illustration of the Costs tab.

How it works

Where the numbers come from

Anything without a price is listed, never counted as zero.

solset.ai/projects/…?tab=costs
Estimate
  • Estimate sourceQuotation lines
Step 1 of 3 · Estimate

The estimate

Taken from the project's quotation lines at cost price, or from the design's bill of materials at product cost when the quotation is a lump sum.

  • Average cost where known
  • Uncategorised lines shown as such
Job costing

Also on the project

  • Cash viewMoney received and paid to vendors, labelled as cash, not profit.
  • Customer returnThe customer's savings and payback from the design, and actual generation against design where monitored.
  • Who can see itWorkspace admins, or members holding both invoice and bill permissions.
Questions

Job costing: questions

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