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 is not presented directly to the customer.
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.
| 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, Plant and Other values are shown below the resource total for each line. |
| 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. |
| Report Title | The Report Title formatting option allows for the customisation of the report name.
If left blank, the report name will revert to its default. |
| Report Number | Allows you to assign a user defined number to the report.
This number will be displayed under the Project Name. |
| Replace Zero Value | With these options checked, any value within the Overhead Cost Summary report that equates to zero is replaced with a user-defined character set in the Options window. |
| Include Schedule Item Page Breaks | When this option is checked, the Page Breaks defined on the Overhead Cost Schedule are displayed on the report.
Page Breaks will appear before the Overhead Cost Schedule items to which they are allocated. |
Items Section
| Sub-Section | Description |
|---|---|
| Include Text and Heading Items | When this option is checked, text items and heading items that apear 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 |