Report #: Q0288

The purpose of the Project Material Scheduling Summary is to provide visibility into the overall state of Materials, as well as Subcontract Items, on a Project and to assist with the forecasting and scheduling of those Materials

Path: Live Data > No Category > Project Material Schedule Summary

Key Data Used:

• Order Line Items
• Line Item Request Dates
• Project GL Entries

This report shows a Project-by-Project breakdown of Materials sold, scheduled, overdue and shipped. It also shows sold and scheduled Subcontractor Items. This information can assist in Project forecasting

Sold Materials: The cost of all Materials sold on the Project. Equal to the Profit Tab’s Projected > Materials column

Scheduled Materials: The total value of all Materials with a Request Date, including Overdue Items

Schedule %: (Unshipped Material with a Req Date + “Shipped Material”) / “Sold Material.”  Total Scheduled Values

Un-Scheduled Materials: The cost of all Material Items without an assigned Request Date, Ship Release Date and PO ETA.  Looks for all three dates = NULL.

Overdue Materials: The cost of all Material Items that have not been shipped and the Request Date, Ship Release Date and PO ETA are in the past.  Overdue Material compares the latest of these three values to today’s date

Shipped Materials: The cost of all Material Items that have been shipped

Shipped %: The percent based on the Shipped Materials divided by the Sold Materials

Sold Sub-Contract: The cost of all S type Items sold on the Project. Equal to the Profit tab’s Projected > Subcontractor column

Scheduled Sub-Contract: The cost of all S type Items with an assigned Request Date

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