Updating Estimated Costs to Complete

Posted By Mike Surls over 5 years ago

Has anyone developed a smooth process of working with Project Managers to analyze and update Estimated Costs to Complete? We provide them reports with Costs, Estimates, Change Orders and Committed Costs and we input any suggested changes through the change order task. But getting information into a workable excel format isn't as easy as it could be. And using a PDF isn't ideal as they can't interactively see the effect of the changes they are proposing. Thus, it is prone to errors and misstatements. Thanks

Community Hub Global Manager over 5 years ago

Hi Mike Surls. Would you mind replying to this and letting us know your Sage product? That will help determine the best Sage City product support group to move your post to in order to ensure your question has the proper visibility. Thank you.
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Mike Surls over 5 years ago in reply to Community Hub Global Manager

Sorry, we are on CRE 300.
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Community Hub Global Manager over 5 years ago in reply to Mike Surls

Thanks! I've moved your question to the Sage 300 CRE forum. Have a great weekend!
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Regent over 5 years ago in reply to Community Hub Global Manager

Could you provide a link to the question in the Forum? Thank you
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Community Hub Global Manager over 5 years ago in reply to Regent

You're already in the right spot
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Jesse Gordon over 5 years ago

Hi Mike,

You have options for this. In Job Cost, you can go to Inquiry, Cost Control, Profit Summary. The Cost at Complete is there. You can Export that to excel by clicking the Export button.

If you have other requirements of your report, you may also look in to getting OfficeConnector, and add on that allows you to generate custom reports directly in Excel. Let me know if you want more info or a demo of this product.

Thanks!
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FormerMember over 5 years ago in reply to Jesse Gordon

Do you have a demo I can watch on my computer?

Thanks

Lisa

Sage 300
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Jesse Gordon over 5 years ago in reply to FormerMember

Hi Lisa,

If you are using Sage 300 CRE, here is a video about the Office Connector query for Excel:

https://www.youtube.com/embed/9Yv2YoW0b9E

Thanks!
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