Project Expenses: Job Costing & WIP
Set up the job-cost data your WIP gauges read so you catch a job before it goes sideways.
Project Expenses, Job Costing & WIP
Navigate to Jobs > Project Expenses to set up the job-level cost data that drives work-in-progress (WIP). The CFO Dashboard tells you whether a job is on track (the WIP gauges and budget consumption); this page is where you actually enter and correct the costs those gauges read. Pick a job to see its cost roll-up split into Materials, Subcontractor, and labor (labor flows in automatically from time entries and wages).
Install-date WIP, materials on hand vs. installed:
- Every receipt has an Install Date. A receipt counts as an actual job cost only once its install date is on or before today.
- A receipt with no install date, or one dated in the future, is treated as materials on hand: inventory you've bought but not yet installed, so it is not charged to the job's cost yet.
- Edit an install date inline to move a purchase from "on hand" to "installed"; the job's actual cost and the CFO Dashboard update accordingly. This is what keeps WIP honest, you don't over-cost a job for materials still sitting on the truck.
Materials vs. Subcontractor (the third cost bucket):
- Tick the Sub checkbox on a receipt row to re-tag that expense as a subcontractor cost. It rolls into the Subcontractor card instead of Materials, no double-counting.
- Keeping subs separate from materials is what makes margin accurate on sub-heavy jobs, and it carries through to the estimate, the invoice, and the dashboard.
Adjustments, costs not captured by a receipt or timesheet:
- Materials Adjustment: Enter a dollar amount (with a note) for material costs that never came through as a receipt.
- Subcontractor Adjustment: Enter accrued subcontractor bills you've committed to but haven't entered yet, so the job's cost reflects reality before the paperwork catches up.
Where it flows: Materials, Subcontractor, and Total Costs update on the estimate's Actual / Variance tabs and on the CFO Dashboard, so the WIP gauges, budget consumption, and per-job health dots all read from the data you set here. (Every company also has a built-in Company Internal job for overhead and internal time; it always appears first and cannot be deleted.)
