The Cost Plus Breakdown report brings together key estimate, costing, markup, and invoicing information in one place, giving you a clearer picture of how a job is tracking from what was estimated through to what it actually cost and what has been invoiced and received.
Previously, you may have needed to use multiple reports or spreadsheets to get this full picture. The Cost Plus Breakdown consolidates this information into a single report.
The report is designed to be client-facing, making it useful for sharing with clients to provide a clear breakdown of the project's estimated costs, actual costs, invoicing, and payments. It can also be used internally to help you review and understand the financial position of a job.
Note: All amounts in the Cost Plus Breakdown include applicable taxes.
What's included?
The report provides a breakdown of your job, including:
Estimated cost - where you started from
Variations – how did the scope evolve
Actual cost – see the actual costs recorded against the job.
Markup – see the markup applied to your costs.
Variance – compare estimated amounts with actual costs.
Invoices – see amounts that have been invoiced and paid
Outstanding amounts – see what is still outstanding.
How to access the Cost Plus Breakdown
The report is available from the Actual Costing screen.
Open the relevant job.
Go to Actual Costing.
Select the cog icon.
Select Cost Plus Breakdown.
Category or item-level detail
When exporting the Cost Plus Breakdown, you can choose the level of detail you need:
Project Breakdown (categories only) – provides a summary at the category level.
Project Breakdown – includes the individual items within each category for a more detailed view.
Here is an example of the categories only report:
Need help?
If you have any questions about the Cost Plus Breakdown or need help understanding the report, contact our Support team for assistance.