Sub-Consultants Reports

Work carried out by Sub-Consultants for various jobs(projects) can be summarised using the ‘Sub-Consultants’ Reports.

From Reports >> Performance Reports >> go to ‘Sub-Consultants’ section below the ‘Timesheet Entries’ section.

The Sub-Consultants report section shows Sub-Consultant Invoice Listing, Subconsultant Reports By Job and Subconsultants Purchase Orders.

‘Sub-Consultant Invoice Listing’ report option can be used to get a summary of claims and invoices for the selected subconsultant.

Go to Reports >> Performance Reports >> select ‘Subconsultant Invoice Listing’

A pop up appears when this option is selected, where you can choose the subconsultant, status of the invoice and the date range required.

Subconsultants Invoice Listing Report pop up

Click on the ‘Print Preview’ button in the pop up to preview a list of invoices for the selected subconsultant.

Subconsultants Invoice Listing Report

‘Subconsultant Reports By Job’ option gives a summary of all subconsultant work for the selected job.

Go to Reports >> Performance Reports >> select ‘Subconsultant Reports By Job’ >> click on ‘Report Options’ button and select any of the preview options.

A pop up appears, where you can select the type of report and the job for which the report is required.

Subconsultants Reports – By Job pop up

The first type of report is ‘Fees and Cost By Job’. Select that and the Job Code, Now click on the ‘Print Preview’ button in the pop up to preview subconsultant fees and costs by job.

Subconsultants Fees and Costs by Job

The next type of report is ‘Fees and Cost By Job Detail’. Select this from the pop up and click on the ‘Print Preview’ button to preview subconsultant fees and costs by job detail.

Subconsultant Fees and Costs by Job Detail

Another type of report is ‘Invoice Supplement By Job’. Select this from the pop up and as before, click on the ‘Print Preview’ button to preview subconsultant invoice supplement.

Subconsultant Invoice Supplement

‘Subconsultants Purchase Orders’ option gives a list of purchase orders for all the subconsultants.

Go to Reports >> Performance Reports >> select ‘Subconsultants Purchase Orders’ >> click on ‘Report Options’ button and select any of the preview options to preview subconsultant purchase orders.

Abtrac KB# 2127