Project Management Report

The Project Management Report provides a comprehensive financial overview of each project, including estimated costs, actual job costs, invoiced revenue, and profit margins. For the report to show accurate and meaningful data, all related project records must be properly set up and connected. This includes creating an estimate with inventory items, converting it into a job, assigning and dispatching the job, and completing it through the STM mobile app. Once the job is synced and approved for invoicing, it should be converted into an invoice. All related records—such as the estimate, job, purchase order, and invoice—must then be linked to the project. The report will only display values in the Estimated Cost, Job Cost, Revenue, and Profit columns once these processes are completed.

Profit Calculations:

• Estimated Profit = Revenue (Invoice) – Estimated Cost
  This shows the expected profit based on the original cost estimate.
• Actual Profit = Revenue (Invoice) – Job Cost
  This shows the real profit after the job is completed and actual costs are known.

How to Access the Project Management Report

1. Go to the REPORTS module on the left-hand menu.
2. Click on Projects > Project Management.

This report provides an overview of financial and resource allocation, highlighting any overuse or underuse of resources.

Report Breakdown: Key Columns

The Project Management Report includes the following details:

• Project Name – The name of the project.
• Number – The assigned project ID.
• Estimated Cost – The total projected expense.
• Job Cost – The actual direct costs, including labor and materials.
• Revenue/Invoice – The total amount billed for the project.
• Estimated Profit – Revenue minus estimated costs (potential profit).
• Actual Profit – Revenue minus job costs (realized profit).

How to Generate the Report

1. Click on Select Project to choose one or multiple projects.
2. Click Get Report to generate the report.
3. View financial details and resource allocation.
4. Drag and drop column headers to organize the report as needed.

Exporting the Report

Once the report is generated, you can save it in different formats:

• Click the Actions button.
• Choose Export to PDF or Export to Excel to download the report.

Customizing the Report

Configure Report Columns

• Enable or disable columns to display only the information you need.
• Uncheck any columns you want to hide.
• Click SAVE after making changes.

Add to Favorites

• Frequently used reports can be saved as Favorites.
• Once added, a Favorites tab appears on the top right for quick access.

This guide makes it easy to generate and customize your Project Management Report, ensuring you get the insights you need efficiently.