The estimate tab on jobs / phases can hold a lot of information, sometimes it is useful to filter or summarise this to see a clearer picture of the data.
The estimate filter options are divided into controls that filter what information is displayed, and controls that change how the data is displayed.
By default all items are shown. There are controls to filter out time / materials / purchases / expenses
Alongside these controls are options that change the level of detail displayed. Typically used to roll up time estimates, but roll up options are also available for materials and purchase / expense lines.
Time estimates will be displayed by default in hours. You can choose to roll this up into days, based on the hours in a day setting in company settings. There is also a charge code setting for hours in a day that allows you to specify what "a day" equates to in hours for specific charge codes. For example, a day's work "on site" might typically be considerd to be 10 hours, whereas a day's work in the office is only 8. An estimate of 20 hours site work would show as 2 days if the Days option is chosen, whereas 20 hours of design work would show as 2.5 days.
At the top of the form are controls that govern how an estimate can be grouped and sub-totalled. A job estimate can show phase and stage sub totals (if 2 tier). You can also change the phase description to display the phase type, if preferred. A third option for the phase line is "Roll up details". This removes all the line detail and displays a single summary line per phase. The order of phases can also be changed to use your own sorting (Display order).
2 tier jobs have additional controls that change the level of detail shown per stage:
None will remove the stage description line completely, but you will still be able to choose to display stage subtotals.
Summary includes a narrative line for stage description and lists estimate lines associated with that stage, rolled up according to your other settings made here.
Roll up displays a single line per stage showing summary values. This option is not compatible with the show stage subtotals option - that is a duplication of the same data.
As is normal in Synergist, any screen that allows you to create a view also allows you to save views for use in the future. A views admin can save these for use by the whole company, or a user group, other users can save views for their own use only.
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