Job Budget to Actuals YTD Report

This section describes the fields and descriptions on the Job Budget to Actuals YTD report.

The Job Budget to Actuals YTD report displays job figures for time and amount activities. Drill-down options are available for Company, Customer, and Job Levels, with Job Level being the lowest.

The report compares actual Job Cost to the Job Budget for the current year and previous year-that is, given a statement date, it displays the year-to-date interval for the actual numbers.

The measures are divided into two categories:

• Budget

  • Budgeted Hours

  • Budgeted Billing Price
  • Budgeted Quantity
  • Budgeted Cost
• Actuals
  • Registered Hours
  • Registered Billing Price
  • Actual Units
  • Actual Cost

The report only includes entries up to the Statement Date. The Date Type prompt restricts the entries using either the Entry Date or the Finance Entry Date.

The report contains two tabs. The first tab displays budgeted figures and entered figures of time activities for the current year and the previous year.

Column	Description
No. & Name	This column displays the number and name of the current drill-down level. The drill-down levels are: Company Customer Job
Budgeted Billing Price	These columns display the budgeted billing price for the current year and the previous year, respectively.
Budgeted Hours	These columns display the budgeted hours for the current year and the previous year, respectively.
Registered Billing Price	These columns display the actual entered billing price for the current year and the previous year, respectively.
Registered Hours	These columns display the actual number of hours entered for the current year and the previous year, respectively.
Current Year Variance	These columns display the difference between the budgeted and entered numbers (hours and billing price) for the current year.

The second tab displays budgeted and entered figures for amount activities for the current year and the previous year.

Column	Description
No. & Name	This column displays the number and name of the current drill-down level. The drill-down levels are: Company Customer Job
Budgeted Quantity	These columns display the budgeted units for the current year and the previous year, respectively.
Budgeted Cost	These columns display the budgeted cost for the current year and the previous year, respectively.
Registered Quantity	These columns display the actual number of entered quantities for the current year and the previous year, respectively.
Registered Cost	These columns display the actual entered cost for the current year and the previous year, respectively.
Current Year Variance	These columns display the difference between the budgeted and entered numbers (quantity and cost) for the current year.

Each figure is split into current year and previous year. The Current Year means actuals from the beginning of the current year up to the specified statement date.

The Previous Year means actuals from the beginning of the previous year up to the statement date a year back. Budget figures are all budgets that have a job with JobYear belonging to either the current or previous year. The budget numbers are collected from the latest approved revision using the Job Budget Type that you chose.