Overhead Cost Summary Report

The Overhead Cost Summary report provides a formatted, print-friendly version of the items in the Overhead Cost Schedule. The report details cost associated with each item and is useful in understanding exactly what costs are involved with a project that are not presented directly to the customer.

Overhead Cost Summary Report without any formatting

REPORT

The report has a number of columns relating to each Overhead Cost Item as well as a total value line at the bottom of the report. The columns displayed are:

Line number
Parent number
Item number
Description
Unit
Resource Type Totals
Rate
Total
Selected Unit Total
Item Type

The Item Type column displays a representative initial for the line’s item type; Rate Only is represented with an “R” and Contributing items with a “C”.

Note: Unfinished items will not display Totals, Rates or Unit Summary.

FORMATTING OPTIONS

You can change the format of the data by clicking the Change button, in the bottom left-hand corner in the Options section of the report.

Overhead Cost Summary Report - formatting options

FORMATTING OPTION	DESCRIPTION
Show Resource Totals	Enables the Labour, Material, Plant, Subcontractor and Other values to be shown on the report. Checking this option enables the Show resource rates option.
Show Resource Rates	If checked, the per unit rate of Labour, Material, Plant, Subcontractor and Other values are shown below the resource total for each line.
Show Anticipated Values	If checked the Anticipated Rate and Total values will be shown on the report alongside the difference between the Anticipated Rate / Total and the Estimated value.
Sort By	Orders the report based on the selected column. The available columns to sort on are Line Number, Quantity, Estimated Rate or Estimated Total.
Sort Descending	Sorts the report in descending order, by the column that is set within the Sort By field.
Only Include Items With a Quantity	Any items without a quantity will be filtered out of the report and will not be displayed.
Displayed Unit Total	The Displayed Unit Total field allows you to select a resource unit (such as mhr or m2) and apply a summation column for the unit to the report. Only one Unit Total column can be added to the report at a time.
User Defined Columns	This allows you to select User Defined columns to display on the report.

Note: General Report Options are available as standard for this report.

ITEMS SECTION

SUB-SECTION	DESCRIPTION
Include Text and Heading Items	When this option is checked, text items and heading items that appear within the Items selection section are checked and will be included on the report.
Grid Section	The Grid section allows you to include or exclude the item from the report via the checkbox.