Commitments List – Financial Summary
Updated
Suggested Prior Reading
Commitments List – Layout and Navigation
Commitments List - Financial Summary
JobPlanner does automatic pre-set calculations and stores the resulting values in pre-set data fields. These data fields are used in various places:
- Appear at the top of the Commitments List in the Financial Summary
- Can be used in custom calculations
The status of a Commitment determines which data field the values are calculated for and stored in.
Subcontracts can have the following statuses: | Purchase Orders can have the following statuses: |
Draft | Draft |
Out for Bid | Processing |
Out for Signature | Out for Signature |
Submitted | Submitted |
Approved | Partially Received |
Complete | Received |
Terminated | Approved |
Void | Closed |
See Subcontract - Status for more information. | See Purchase Order - Status for more information. |
The following is an explanation of the data fields on the Commitments List - Financial Summary (Pending, Projected and Committed).
The data field is calculated by summing the total Purchase Order value and Subcontract value for all the Purchase Orders or Subcontracts with the associasted Statuses.
The total Purchase Order or Subcontract value includes amounts plus taxes and financial markups.
Note* Some statuses appear in multiple data fields.
Commitment Status and the Financial Fields the Grand Totals appear in:
Financial Fields -> | Pending | Projected | Committed | Statuses not included in calculations |
Subcontract Status that appear in Financial Field |
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Purchase Order Status that appear in Financial Field |
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