This form is read-only. It is used to display the changes in and breakdown of expenses incurred by the work order.

 

General: Changes in costs

Progress

• Time completed: Sum of the durations of the occupations, [Occupations] tab.
• % Completion: Time completed compared to the expected technician workload on the [General] tab.
• Progress: Progress of the work order, entered as a percentage.
• Overall progress: Calculation of progress of consolidated work orders. Cannot be changed.
• Consolidation of descendants: Used to consolidate costs over the descendants of the work order.
• Projected budget: Amount of the projected budget for the work order.

 

Tracking of costs

Each column corresponds to a stage in the work order lifecycle:

• Expected: as long as the work order is not confirmed, the expected cost is recalculated when it is displayed. This amount is frozen (and its value stored) when the work order is confirmed.
• Revised: it is a question of indicating the estimated cost after confirmation of the work order, independently of what has been completed.
  The Revised cost is calculated from the Confirmed status. It is calculated on the same principle as the anticipated cost once the work order is in process, based on all the resources provided. This amount is displayed by systematic calculation as long as the work order is not archived (or canceled). A special feature is the Revised Inventory amount:
  • When the work order is in progress, this amount is based on the reservations (i.e. inventory movements are ignored). It can be assimilated to the amount of the estimated remainder to be consumed. It will be equal to 0 if all the reservations are used.
  • When the work order is archived, the Revised Inventory amount is aligned with the Actual Inventory Cost, and is therefore calculated on the basis of inventory consumption.
    At the time of archiving, all Revised amounts (MO, Purchases, etc.) are recalculated in the exact same way as the Completed amount.
• Incurred: it represents the expenses incurred. These costs correspond to the information in the lower part of the [Incurred] tab.
  This amount is displayed following a systematic calculation as long as the work order is not archived (or canceled). The value is frozen and stored when the work order is archived (or canceled).

 

Itemization of potential costs on a work order

• Labor: Cost of human resources. This is the sum of the estimated time × cost of the discipline on the [Labor] tab.
• Material resource: Cost of physical resources. This is the sum of the expected time x cost of the discipline on the [Resources] tab].
• Subcontracting: Sum of the amounts indicated on the lines of the [Subcontracting] tab.
• Supply purchase: Sum of the amounts indicated on the item lines of the [Supplies] tab when the warehouse is not indicated.
• Inventory supplies: Cost of reservations when the warehouse is filled in on the list of items, that is, for each item: item quantity * $$AP$$.

Other types of cost may be indicated on the list if they are entered on operations.