Subconsultant Reports By Job

The Subconsultant Reports By Job report option gives a selection of summaries of all subconsultant work for a selected job.

From one menu choice in the reports screen three types of reports can be produced – Subconsultant Fees and Costs by Job, Subconsultant Fees and Costs by Job Detail and the Subconsultant Invoice Supplement.

Subconsultants Fees and Costs by Job Report
Subconsultant Fees and Costs by Job Detail Report
Subconsultant Invoice Supplement Report

Go to Reports >> Performance Reports >> in the Sub-Consultants section >>select ‘Subconsultants Reports by Job’ >> click on the ‘Report Options’ button and select any of the preview options.

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

The report options box shows jobs from current clients only. Any current or noncurrent job could be selected from among the options.

Subconsultants Reports – By Job report options box

The types of Subconsultant Reports By Job are –

Fees and Costs By Job

Fees and Costs By Job Detail

Invoice Supplement By Job

feesandcostsbyjob

Fees and Costs By Job

Select this report from the report options box and the relevant 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 Report

Understanding the Data

The Subcons. Cost Budget and Our Budget fee to Client in the report comes from Job Tasks page >> click on the Subconsultants button. The information is derived from Sub Cons. Cost and Our Fee to Client columns, respectively.

Subconsultants box

Claims to Date is the amount claimed till date by the subconsultant through various invoices.

Balance of Cost is the difference between the column headers Subcons. Cost Budget and Claims to date in the report.

Disbursed Fee to Client is the fee amount disbursed to the client and is derived from Office Disbursements.

Office Disbursements

The Abtrac Inv. Amount comes from the Amount in the invoice raised in Abtrac to send to the client for the job done by the subconsultant. This can be accessed from Invoices >> Load Invoices.

Load Invoice

The Subcons. Abtrac Cost comes from the approved Amount Excl GST in the screen ‘Processing an Invoice Received from Subconsultant’. This can be accessed from Time & Disbursements >> Subconsultants Invoices >> click on the pencil edit button to the left of the relevant invoice date.

Processing an Invoice Received from Subconsultant

feesandcostsbyjobdetail

Fees and Costs By Job Detail

The Subconsultant Fees and Costs by Job Detail report is arranged in two sections – Cost and Billing – to enable a quick comparison.

Select this report from the report options box and click on the ‘Print Preview’ button to preview subconsultant fees and costs by job detail.

Subconsultant Fees and Costs by Job Detail Report

Understanding the Data

Subconsultant Fees and Costs by Job Detail report

The Subcons. Inv Ref and Subcons. Inv Date come from Invoice Reference and Invoice Date respectively, from Time & Disbursements >> Subconsultants Invoices >> select the relevant subconsultant to view the information.

Subconsultants Invoice Management

Claims to Date is the amount claimed to the current date by the subconsultant through various invoices.

Balance Remaining is the difference between the column headers Subcons. Cost Budget and Claims to date in the report.

The Subcons. Cost Budget and Our Budget fee to Client in this report comes from Job Tasks page >> click on the Subconsultants button. The information is derived from Sub Cons. Cost and Our Fee to Client columns, respectively.

Subconsultants

Disbursed Fee to Client and Disbursement Sheet Date are derived from Office Disbursements.

Office Disbursements

The Invoice No and Abtrac Inv. Amount comes from the invoice raised in Abtrac to send to the client for the job done by the subconsultant. This can be accessed from Invoices >> Load Invoices.

Load Invoices

invoicesupplementbyjob

Invoice Supplement By Job

The Subconsultant Invoice Supplement report can be attached to a client invoice, or used internally by project managers. It details estimates and invoiced amounts by task, grouped by the company completting the work (yours or a subconsultant) for a specific job.

Select this report from the report options box and as before, click on the ‘Print Preview’ button to preview subconsultant invoice supplement.

Subconsultant Invoice Supplement Report

Understanding the Data

The Amount in this report is drawn from Job Tasks page.

All hours or Fee Est. for your own company are displayed first. Then any subconsultants hired to contribute on the project are detailed below (from Sub Cons. We Invoice)

Job Tasks

Previously Invoiced is the total amount invoiced to the client so far for the job.

Balance is the difference between the amounts entered in Amount and Previously Invoiced columns in the report.


You can read more about the Subconsultants Process in the following articles:

Other Subconsultant reports are

Abtrac KB# 2130