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Sample Cost Status Report illustration

See Also

Understanding the Cost Status Report format

Using the cost status report screen

This is the screen from which you are able to generate the cost status reports. Additionally, this is where you define payments that have been made toward a project. This information is used with project and alternate costs to create the cost status reports.

cost status report screen final

Feature

Function

1 Customer Name

Displays the name of the customer for whom the loaded project was created.

2 Report Project List

Displays all of the projects you selected to be incorporated within the boilerplate screen.

3 Payment Date Box

Displays the date of the selected payment. The current date is automatically inserted, but this is editable.

4 Payment Amount Box

Displays the amount of the selected payment.

5 Payment History Summary

Displays a list of all the payments made toward the selected project.

6 Payment Comment Box

Displays a comment to be associated with the particular payment allowing you to define details of the transaction.

To add payments to a project

First load the project to which you want to add a payment. This is done from the Customers Manager. Then click on the icon for the Reports Manager, Cost Status screen.

  1. Click the Add button.
  2. The current date is automatically inserted into the Payment Date Box. If necessary, edit this date to reflect the actual date the payment was received.
  3. Enter the amount of the payment in the Payment Amount Box.
  4. Enter a comment in the Payment Comment Box. This comment will be displayed alongside the payment amount identifying for your customer the details of the transaction.
  5. Click the Save button.
  6. The data contained in this screen only pertains to one project at a time, even if multiple projects were selected to be incorporated into the proposal. Select the project title from the Report Projects List to load its data. You may enter payments from this screen into any of the projects listed in the Report Projects List.

To create a cost status report

First identify the project(s) you want to incorporate into the report from the boilerplate screen. See the instructions regarding how to incorporate a project into a report by clicking here.

  1. Click the Reports Manager, Cost Status icon.
  2. Add the necessary payments to the project(s).
  3. Click the View Report button.
  4. Review the functions of the report viewer icons by clicking here.