1. Job Costing Training Guide - Version 3 Home | Best Practices | Appendix | FAQ | Road Map | Full Training Guide     
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1.1 Getting Started
A complete overview of the Job Costing module and its applications.


There are 4 components to what is often referred to as "Job Costing":
  1. Estimating: The calculation of quantities of materials needed to build a house.
  2. Job Costing: The entry of items, takeoffs and vendor costs/prices to perform the work or provide the materials to build a house based on the estimates from #1.
  3. Budgeting: The process of efficiently accumulating the total costs to build a house based on the data from #2.
  4. Analysis: The process of comparing the amounts/quantities budgeted in advance (#3) to the actual amounts determined by building the house (e.g. invoices or "paid data").
This Job Costing document and the Layered Takeoff document explains the processes for #2 and #3.

Application Purpose
Copy Baseplans Between Divisions Purpose of application is to copy baseplans from one division to another.
Copy Item Rules Between Divisions Purpose of application is to copy item rules from one division to another.
Copy Items Between Divisions Purpose of application is to copy items from one division to another, along with their standard and vendor costs.
Copy Item Vendor Costs Purpose of application is to copy item vendor costs from one vendor to another or within the same vendor.
Maintain Baseplan Images Purpose of application is to upload floorplan elevation images, which can then be altered with custom notes and drawings in Maintain Decor Drawings application. For details, see Maintain Decor Drawings section of Decor/Design Center training guide.
Maintain Baseplan Image Types Purpose of application is to create new or update existing image types (e.g. first floor electrical). The image types set up here are then utilized in Maintain Baseplan Images application. For details, see Maintain Baseplan Images section of this training guide.
Maintain Baseplan Room Standards Sets up the standard materials so that flooring options know what to subtract when purchaser selects a related option. This can be used for other upgrade types such as ceiling, walls, crown molding, etc.
Maintain Baseplans A baseplan is identified by its statistical information such as areas of the floors, rooms, garage, porch, basement, etc. The information becomes a good "repository" of critical dimensions that may be used to drive takeoff quantities. For example, in Toronto, permit fees are calculated from garage, basement, and room areas. In other divisions, Sq Area Garage may be used as a reference for calculating the amount of concrete to be ordered; Bathroom Cabinet Linear Length may be used as a reference for ordering bathroom counter tops and tile backsplash.

You should first create a basic baseplan and only then proceed to the creation of baseplan elevations.
Maintain Baseplan Standards Purpose of application is to review and update existing baseplan standards, or create new ones. All baseplan standards must contain items (e.g. fridge, door knob) and, preferably, a scope. This is useful in cases when, for example, you want to add a standard patio door to all single houses in project AU3.
Maintain Budget Projections The following application allows to define costs for houses sold; based on the projection that is an estimate of how much a house will cost to build when we get to building the house in say over 1 year (due to backlog) and current contracts are no longer in effect.
Maintain Budget Projection Types Purpose of application is to set up or maintain budget projection types.
Maintain Baseplan Standard Types Purpose of application is to set up or maintain baseplan standard types (e.g. windows, doors, light switches). Standard types can be either room specific or baseplan specific.
Maintain Cost Type Nicknames Purpose of application is to create/update nicknames for cost types (e.g. 4702 cost type utilized for appliances could have a nickname APL).
Maintain Cost Types (Corporate) Creates a cost type by entering its code, short description and whether it can contain items or not, and by categorizing it as Direct, Indirect or Soft. Optional entries are Indirect Allocation Type and Method, Cost Type Parent and Long Description.
Maintain Cost Types (Division) Purpose of application is to activate/deactivate cost types, which are setup specifically for your division. Initial creation of cost types is done at the corporate level. For details, see Maintain Cost Types (Corporate) section of the training guide.
Maintain Cost Type Sorts Purpose of application is to create/update cost type sorting; the sequence in which a cost type or cost type parent is displayed in a given division.
Maintain Finish Outs Purpose of application is to create new or update existing finish outs (e.g. appliance packages).
Maintain Floorplan Budget Sources The purpose of application is for the View Selling Price Calculations report to know whether to use the "current" budget for a given project/floorplan/elevation, or to use a projection (and which projection to use).
Maintain Floorplan Projects A single floor plan can be assigned to one or more projects, while single project can have one or more floor plans assigned to it.

Tip: You can also assign floor plans to projects and set up project premiums via Maintain Floorplans application.
Maintain Floorplans Purpose of application is to set up floor plans (e.g. marketing sqft, base price, elevations). Each floor plan must be assigned to specific baseplan. Prices of floor plans can vary by project and time.

Tip: You can also assign floor plans to projects quickly via Maintain Floorplan Projects application.
Maintain Floorplan Stored Budgets Purpose of application is to allow users to review and/or delete budgets. Budgets, for example, can be deleted for vendors that are no longer active.
Maintain Item Groups Purpose of application is to create new or update existing item groups, as well as, sub-groups. For example, you can create an item group called CLEAN with subgroups EXTERIOR and INTERIOR.
Maintain Item Product Groups Purpose of application is to create new or update existing item product groups. An item product group allows us to group items with the same style or features (e.g. a sink and toilet with matching features and trim, appliances from the same manufacturer collection).
Maintain Item Rules Purpose of application is to set up rules/questions for items (e.g. appliance colors, tile dimensions). Item rules will automatically appear in Maintain Option Selection application for all items that appear on the lot and have rules assigned.
Maintain Items Purpose of application is to create or update any of the 3 types of items: material, labor or turnkey (e.g. BASEMENT WINDOWS, INSTALLATION FOR DISHWASHER, TUB & SHOWER REPAIRS). In short, items are the "sticks and bricks" that go into building home.
Maintain Item Unit of Measures Enters the conversion factor and operator from one unit of measure to another. Usually, it entails division or multiplication by the conversion factor.
Maintain Item Vendors Purpose of application is to assign new items to existing vendors, or existing items to new vendors. As well as, manage existing item-vendor relationships (e.g. project scopes, effective price dates). Note: New items must be first created in Maintain Items application. For details, see Maintain Items section of this training guide.
Maintain Lot Costing Information Purpose of application is to maintain basic lot information, such as, warranty number, driveway swing, etc. In addition, one can set up lot required options.
Maintain Project Costing Information Purpose of application is to set up costing information for a project. You can set up taxes here, maximum allowed lot discounts, etc.
Maintain Project Generic Budgets This is the application that is used to enter "generic" budgets, the budgets per certain cost types to be used before a floorplan/elevation is assigned; hence, before the automatic budget calculation can identify budgets for the lot. In particular, for cost types that are paid prior to the house type for the lot being known (e.g. clearing, scraping, surveying) we need to be able to define a budget so the invoices can be paid.
Maintain Tax Areas Purpose of application is to create new or update existing tax areas (e.g. York Region).
Maintain Taxes Purpose of application is to create new or update existing taxes (e.g. HST - 13%). Rules can be assigned to taxes to narrow down tax scope (e.g. tax will apply only to materials). For more details on tax rules, please see Maintain Tax Rules section of this training guide.
Maintain Tax Rules Purpose of application is to create new or update existing tax rules (e.g. GST application). Tax rules (or, scopes) can be assigned to taxes. For more details on taxes, please see Maintain Taxes section of this training guide.
Maintain Vendor Cost Type Preferences by Lot Purpose of application is to set up a vendor, a preferred vendor, for a specific lot and cost type. For a given lot, each cost type can have only 1 preferred vendor assigned to it (e.g. lot 48803 and cost type 3006 have MAPLE TERRAZZO MARBLE & TILE INC. as their preferred vendor). NOTE: If you need to set up a preferred vendor for a whole project, for example, you can do so via Maintain Vendor Cost Type Preferences application. For details, see Maintain Vendor Cost Type Preferences section of this training guide.
Maintain Vendor Cost Type Preferences Sets up the preferred vendors for cost types. Vendors can be set up by:

Cost Type Project Vendor
Assign a vendor as the preferred vendor to provide any item under this cost type. Assign a vendor as the preferred vendor for certain cost types in this project. Enter cost types a particular vendor will be preferred for.
Update Baseplan Statistics Purpose of application is update/setup baseplan and room statistics.
Update Budget Projections By Project This application allows bulk updating of projections for a project.
Update Floorplan Stored Budgets Purpose of application is to manually recalculate budgets for selected floor plans. Although, there is an automatic recalculation process, manual mode ensures users that budgets for specific cost types or floor plans needed updates or sent to accounting system are done.
Update Item Vendor Costs Updates en masse the vendor costs of items.
Update Lot Mlot Budgets Purpose of application is to manually recalculate budgets for Mlots. Although, there is an automatic recalculation process, manual mode ensures users that specific cost types and plans they need sent to D3 that night are updated. Note: Mlots are miscellaneous lots (e.g. irregular lots that require extra expenses, such as, retaining walls).
Update Miscellaneous Option Prices Purpose of application is to create a margin based correct selling price for a miscellaneous option and approve the option for that correct selling price. Option can also be rejected if it is something we cannot or will not do (e.g. something that's structurally not possible).

Here is a little background information. Miscellaneous option is first created by a sales agent in Maintain Purchaser Agreements application or by decor representative in Maintain Option Selection application. The purchasing department then applies takeoffs, as necessary, in Maintain Takeoffs application and a budget is run using View Budget Detail application based on those takeoffs. And this brings us here to Update Miscellaneous Option Prices.
View Baseplan Rooms A report used to see which rooms and room standard types are active in a given baseplan. You can narrow down your report output by project(s), baseplan, etc. The more specific you are, the quicker it will take to compile a report. Templates can be created from reports and saved for easy future access.
View Baseplan Room Standards Another way of setting up room standards is by running this report. This is a convenient way of viewing all baseplans that already have or do not have their room standards defined.
View Baseplan Standards A report used to view baseplan standards. For example, you can run the report to see which standards currently exist in baseplan A3005.
View Baseplan Statistics Purpose of application is to review baseplan and room statistics.
View Budget Detail A detailed budget report for a baseplan, option, lot, etc. The report can be also used to view a budget comparison between lots, options, etc.
View Floorplan Budget Change Report A comparison report of current and old budgets. For example, you can run the report to see whether the budget increased or not since April, 2008 for project AS4, floorplan A3003. You can narrow down your report output by project(s), vendor(s), etc. The more specific you are, the quicker it will take to compile a report. Templates can be created from reports and saved for easy future access.
View Budget Summary Calculates and compares the costs of building houses based on different combinations of baseplan, elevation, project, lot, time specific vendor information, etc.
View Floorplan Budget Comparison A comparison report of floorplan budgets for different projects, floorplans, elevations, etc. To update/delete a floorplan budget, please use Maintain Floorplan Stored Budgets application.
View Floorplan Budgets Report A report, which allows users to see the current list of floor plan budgets. To update/delete a floor plan budget, please use Maintain Floorplan Stored Budgets application.
View Floorplan Total Direct Costs Purpose of the report is to compare direct costs of a floor plan. For example, you can run the report to see by how much direct cost increased/decreased this year. Templates can be created from reports and saved for easy future access.
View Items Report (Detail) A report used to view detailed item information. For example, you can run the report to see current vendor costs. Templates can be created from reports and saved for easy future access.
View Miscellaneous Options Detail A report used to view miscellaneous option. For example, you can run the report to see option prices or current approval status.
View Preferred Vendor Report A report used for viewing preferred vendors. Templates can be created from reports and saved for easy future access.
View Selling Price Calculations Report Purpose of the report is to view selling price calculations. Templates can be created from reports and saved for easy future access.
View Vendor Price Comparison Purpose of the report is to compare vendor item prices. You can narrow down your report output by project, item group, etc. The more specific you are, the quicker it will take to compile a report. Templates can be created from reports and saved for easy future access.
Updated June 17, 2014