Smart Contractor
Job Listing Report

To print the Job Listing report, click on Reports in the shortcut menu, then click on Job Listing Reports, then click on Job Listing.

You can also print the job listing report(s) by clicking on the Print Job button in the Edit Job Estimate form.

The job listing reports can also be merged and printed in Customer Merge Documents. When they are, the job listings only list items in a job that have a count and a cost entered (in the Job Edit Job Estimate form). If no item counts or costs have been entered for a job, a message: "No Job Items With Count And Cost Entered" will appear at the top of the listing, and no items will be listed.

Job listings can be printed with the items grouped by Job Phase, by job section, by item structure (with the items arranged in the structure used in the Edit Job Estimate form), or by CSI Division.

The Job Listing report request form has the following prompts:

Print By:
Select the order in which the job items should be grouped and printed:
  • Job Phase - prints job items grouped by Job Phase. Job Phases are sequenced by the CPM schedule model currently selected in the Schedule Setup form. If the job is set to not use CPM scheduling (schedule model = "Not CPM Scheduling"), then the Job Phases will be sequenced by the "New Construction" schedule model.
  • Job Section - prints job items grouped by job section. Items are grouped by Job Phase within each job section.
  • Item Structure - prints job items arranged in the structure used in the Job Edit Job Estimate form.
  • CSI Code - prints job items grouped by CSI code. CSI codes are defined in the Setup CSI Code form, and you assign them to items in the Setup Job Phase form.
Summarize By Job Phase
Check this box to display totals by Job Phases only.
Hightlight Group Items

Check this option to control the use of fonts to highlight group items in the listing by item structure.

The setting of this option will control the use of highlight fonts on group items when the item list by structure is merged into proposal and contract documents..
Display Item Resources
Check this box to display resources that are assigned to job items. You select scheduled resources in the prompt for Resource in the Edit Job Estimate form. The item resources will appear on the line below each job item.
Display Item Journal Notes
Check this box to display job item journal notes that you enter in the Miscellaneous Tab of the Edit Job Estimate form. The job item journal notes will appear on the line below each job item.
View button
Click View to view a print image of the report. This will display the report viewer form.
Print button
Click Print to print the report.
Exit button
Click Exit to close the Job Listing request form.


The Job Listing report has the following columns:

Job Item
The name of the job item. If you checked Include Job Item Journal Notes, the next line will print the job item journal notes that you enter in the Miscellaneous Tab of the Job Edit Job Estimate form.
Count
The job item count.
Unit
The job item count unit.
Cost/Unit
The job item cost per unit.
M.U.% (Markup Percent)

The markup percent. The job item markup percent is entered in the "miscellaneous" tab of the Job Edit Job Estimate form, and is in addition to the job markup percent. The job markup percent is entered in the Job entry form.

Note: Use the prompt for Markup Calculation Method in the Job Options setup form to determine whether the markup is calculated as a percent of the job cost ("markup"), or as a percent of the job price ("markup").
Total

The Total column displays the item total. This includes the item markup percent, and excludes the job markup percent.

Note: When the job listing is merged into a contract document, the cost displayed is the total customer cost, which includes the job item markup percent, and the job markup percent.

Opt/Alt's
The Opt/Alt's column displays the amounts for items which are designated as Optional Items, or Alternative Items (in the Job Edit Job Estimate form).


Separate Cost Categories

If you estimate item costs separately by cost category for an item, then separate lines will be printed directly below that item for each cost category estimated. See How Do I... Track Job Costs for information.


The Job Listing report has the following totals:

Job Total
The Job Total section includes these total lines:

  • Job Subtotal - the sum of all of the item amounts, before markup.
  • Markups - the markup amounts for each cost category based on markup percents (entered in the Edit Job form, or the Edit Estimate form).
  • Finance Charge.
  • Job Total - the sum of the previous lines.
Options
The Job Options section lists a separate line for each Job Option (entered in the Job Edit Job Estimate form).

Each job option line displays the total of all optional items that have been assigned to that option name.

The Job Options section is followed by a Job Total With Options line that displays the sum of all of the job options plus the job total.
Alternatives
The Job Alternative section lists a separate line for each Job Alternative (entered in the Job Edit Job Estimate form).

Each alternative total line displays the sum of the net difference between the original item(s) and the alternative item(s). The "net difference" is the difference between the cost of the original item and the alternative item.