Project Financial Analytics - APIs - V1 - Overview

API Name: CoreconAPI_Overview

Note: Job Cost Code, Internal Grouping and Owner Code fields will be blank if multi-projects are selected.

ProjectId
ProjectNumber
ProjectTitle
ProjectBidContactName
ProjectSalesContactName
ProjectPMContactName
ProjectEstStartDateUtc
ProjectEstStartDateOrgLocal
ProjectEstFinishDateUtc
ProjectEstFinishDateOrgLocal

ProjectAndPrimeNumber = Trim('Project # ' + [ProjectNumber] + ' | Prime # ' + [PrimeContractNumber])

PrimeContractId
PrimeContractNumber
PrimeContractSubject
PrimeContractIssueDateUtc
PrimeContractIssueDateOrgLocal
PrimeContractStatus
PrimeContractApprovalDateUtc
PrimeContractApprovalDateOrgLocal
PrimeContractBillingType
PrimeContractBillingTypeValue
OwnerCompanyName
OwnerContactName
ContractorCompanyName
ContractorContactName
PrimeContractEstStartDateUtc
PrimeContractEstFinishDateUtc
PrimeContractEstStartDateOrgLocal
PrimeContractEstFinishDateOrgLocal

JobCostCodeId
JobCostCodeOrderNumber
JobCostCode
JobCostCodeDescription
JobCostCodeQuantity
JobCostCodeUnit

JobCostCodeInternalDivision
JobCostCodeInternalDivisionDesc
JobCostCodeInternalMajor
JobCostCodeInternalMajorDesc
JobCostCodeInternalMinor
JobCostCodeInternalMinorDesc
JobCostCodeInternalSubMinor
JobCostCodeInternalSubMinorDesc

OwnerCostCode
OwnerCostCodeDescription

RevenueBudget_Prime_Subtotal
RevenueBudget_Prime_Tax
RevenueBudget_Prime_Total

RevenueBudget_ApprovedCOs_Subtotal
RevenueBudget_ApprovedCOs_Tax
RevenueBudget_ApprovedCOs_Total

RevenueBudget_Revised_Subtotal
RevenueBudget_Revised_Tax
RevenueBudget_Revised_Total

PrimeInvoice_Approved_GrossTotal_NoCORef
PrimeInvoice_Approved_GrossTotal_WithCORef
PrimeInvoice_Approved_GrossTotal

PrimeInvoice_Approved_Retainage
PrimeInvoice_Approved_RetainageBilled
PrimeInvoice_Approved_NetRetainage

PrimeInvoice_Approved_Subtotal
PrimeInvoice_Approved_Tax
PrimeInvoice_Approved_Total

PrimeInvoice_Pending_GrossTotal_NoCORef
PrimeInvoice_Pending_GrossTotal_WithCORef
PrimeInvoice_Pending_GrossTotal

PrimeInvoice_Pending_Retainage
PrimeInvoice_Pending_RetainageBilled
PrimeInvoice_Pending_NetRetainage

PrimeInvoice_Pending_Subtotal
PrimeInvoice_Pending_Tax
PrimeInvoice_Pending_Total

CostBudget_Prime
CostBudget_ApprovedCOs
CostBudget_Revised

CommittedCost_Approved_Subtotal_NoCORef
CommittedCost_Approved_Tax_NoCORef
CommittedCost_Approved_Total_NoCORef

CommittedCost_Approved_Subtotal_WithCORef
CommittedCost_Approved_Tax_WithCORef
CommittedCost_Approved_Total_WithCORef

CommittedCost_Approved_Subtotal
CommittedCost_Approved_Tax
CommittedCost_Approved_Total

CommittedCost_Approved_Subtotal_OnBillRates
CommittedCost_Approved_Total_OnBillRates

CostToDate_Approved_GrossTotal_NoCORef
CostToDate_Approved_GrossTotal_WithCORef
CostToDate_Approved_GrossTotal
CostToDate_Approved_GrossTotal_OnBillRates

CostToDate_Approved_Subtotal_NoCORef
CostToDate_Approved_Tax_NoCORef
CostToDate_Approved_Total_NoCORef

CostToDate_Approved_Subtotal_WithCORef
CostToDate_Approved_Tax_WithCORef
CostToDate_Approved_Total_WithCORef

CostToDate_Approved_Subtotal
CostToDate_Approved_Tax
CostToDate_Approved_Total

CostToDate_Approved_Subtotal_OnBillRates
CostToDate_Approved_Total_OnBillRates

ERP_JobToDate_Cost (Latest cost information in ERP system such as Sage Intacct. Data must be populated using AccountingLink utility.)

CostBudgetCommittedVariance_Revised_Subtotal = [CostBudget_Revised] - [CommittedCost_Approved_Subtotal]
CostBudgetCommittedVariance_Revised_Total = [CostBudget_Revised] - [CommittedCost_Approved_Total]

CostBudgetCostToDateVariance_Revised_Subtotal = [CostBudget_Revised] - [CostToDate_Approved_Subtotal]
CostBudgetCostToDateVariance_Revised_Total = [CostBudget_Revised] - [CostToDate_Approved_Total]

CommittedCostToDateVariance_Approved_Subtotal = [CommittedCost_Approved_Subtotal] - [CostToDate_Approved_Subtotal]
CommittedCostToDateVariance_Approved_Total = [CommittedCost_Approved_Total] - [CostToDate_Approved_Total]

CostBudgetContractVariance_Prime_Subtotal = [CostBudget_Prime] - [RevenueBudget_Prime_Subtotal]
CostBudgetContractVariance_ApprovedCO_Subtotal = [CostBudget_ApprovedCOs] - [RevenueBudget_ApprovedCOs_Subtotal]
CostBudgetContractVariance_Revised_Subtotal = [CostBudget_Revised] - [RevenueBudget_Revised_Subtotal]

CostBudgetContractVariance_Prime_Total = [CostBudget_Prime] - [RevenueBudget_Prime_Total]
CostBudgetContractVariance_ApprovedCO_Total = [CostBudget_ApprovedCOs] - [RevenueBudget_ApprovedCOs_Total]
CostBudgetContractVariance_Revised_Total = [CostBudget_Revised] - [RevenueBudget_Revised_Total]

RevenueCostBudgetVariance_Prime_Subtotal = [RevenueBudget_Prime_Subtotal] - [CostBudget_Prime]
RevenueCostBudgetVariance_ApprovedCO_Subtotal = [RevenueBudget_ApprovedCOs_Subtotal] - [CostBudget_ApprovedCOs]
RevenueCostBudgetVariance_Revised_Subtotal = [RevenueBudget_Revised_Subtotal] - [CostBudget_Revised]

RevenueCostBudgetVariance_Prime_Total = [RevenueBudget_Prime_Total] - [CostBudget_Prime]
RevenueCostBudgetVariance_ApprovedCO_Total = [RevenueBudget_ApprovedCOs_Total] - [CostBudget_ApprovedCOs]
RevenueCostBudgetVariance_Revised_Total = [RevenueBudget_Revised_Total] - [CostBudget_Revised]

RevenueCommittedCostVariance_Approved_Subtotal_NoCORef = [RevenueBudget_Prime_Subtotal] - [CommittedCost_Approved_Subtotal_NoCORef]
RevenueCommittedCostVariance_Approved_Subtotal_WithCORef = [RevenueBudget_ApprovedCOs_Subtotal] - [CommittedCost_Approved_Subtotal_WithCORef]
RevenueCommittedCostVariance_Approved_Subtotal = [RevenueBudget_Revised_Subtotal] - [CommittedCost_Approved_Subtotal]

RevenueCommittedCostVariance_Approved_Total_NoCORef = [RevenueBudget_Prime_Total] - [CommittedCost_Approved_Total_NoCORef]
RevenueCommittedCostVariance_Approved_Total_WithCORef = [RevenueBudget_ApprovedCOs_Total] - [CommittedCost_Approved_Total_WithCORef]
RevenueCommittedCostVariance_Approved_Total = [RevenueBudget_Revised_Total] - [CommittedCost_Approved_Total]

RevenueCostToDateVariance_Approved_Subtotal_NoCORef = [RevenueBudget_Prime_Subtotal] - [CostToDate_Approved_Subtotal_NoCORef]
RevenueCostToDateVariance_Approved_Subtotal_WithCORef = [RevenueBudget_ApprovedCOs_Subtotal] - [CostToDate_Approved_Subtotal_WithCORef]
RevenueCostToDateVariance_Approved_Subtotal = [RevenueBudget_Revised_Subtotal] - [CostToDate_Approved_Subtotal]

RevenueCostToDateVariance_Approved_Total_NoCORef = [RevenueBudget_Prime_Total] - [CostToDate_Approved_Total_NoCORef]
RevenueCostToDateVariance_Approved_Total_WithCORef = [RevenueBudget_ApprovedCOs_Total] - [CostToDate_Approved_Total_WithCORef]
RevenueCostToDateVariance_Approved_Total = [RevenueBudget_Revised_Total] - [CostToDate_Approved_Total]

RevenueBudgetPrimeInvoiceVariance_Approved_Gross = [RevenueBudget_Revised_Subtotal] - [PrimeInvoice_Approved_GrossTotal]
RevenueBudgetPrimeInvoiceVariance_Approved_Total = [RevenueBudget_Revised_Total] - [PrimeInvoice_Approved_Total]

CashFlow_Gross_NoCORef_Total = [PrimeInvoice_Approved_GrossTotal_NoCORef] - [CostToDate_Approved_GrossTotal_NoCORef]
CashFlow_Gross_WithCORef_Total = [PrimeInvoice_Approved_GrossTotal_WithCORef] - [CostToDate_Approved_GrossTotal_WithCORef]
CashFlow_Gross_Total = [PrimeInvoice_Approved_GrossTotal] - [CostToDate_Approved_GrossTotal]

CashFlow_Approved_Total = [PrimeInvoice_Approved_Total] - [CostToDate_Approved_Total]

Percent_CommittedCostBudget_Subtotal = (CommittedCost_Approved_Subtotal / CostBudget_Revised) * 100

Percent_CostToDateCostBudget_Gross = ([CostToDate_Approved_GrossTotal] / [CostBudget_Revised]) * 100
Percent_CostToDateCostBudget_Subtotal = ([CostToDate_Approved_Subtotal] / [CostBudget_Revised]) * 100

Percent_CostToDateCommittedCost_Gross = ([CostToDate_Approved_GrossTotal] / [CommittedCost_Approved_Subtotal]) * 100
Percent_CostToDateCommittedCost_Subtotal = ([CostToDate_Approved_Subtotal] / [CommittedCost_Approved_Subtotal]) * 100

Percent_Invoiced_Gross = ([PrimeInvoice_Approved_GrossTotal] / [RevenueBudget_Revised_Subtotal]) * 100
Percent_Invoiced_Subtotal = ([PrimeInvoice_Approved_Subtotal] / [RevenueBudget_Revised_Subtotal]) * 100

Percent_Profit_Margin_Total = ([CashFlow_Approved_Total] / [RevenueBudget_Revised_Total]) * 100

HourBudget_Prime_L
HourBudget_ApprovedCOs_L
HourBudget_Revised_L

LbrTimecard_Approved_Hours_NoCORef
LbrTimecard_Approved_Hours_WithCORef
LbrTimecard_Approved_Hours

LbrTimecard_Pending_Hours_NoCORef
LbrTimecard_Pending_Hours_WIthCORef
LbrTimecard_Pending_Hours

LbrTimecard_Projected_Total
Projected_Hours_L

HourBudget_Remaining_Prime_L = [HourBudget_Prime_L] - [LbrTimecard_Approved_Hours_NoCORef]
HourBudget_Remaining_ApprovedCOs_L = [HourBudget_ApprovedCOs_L] - [LbrTimecard_Approved_Hours_WithCORef]
HourBudget_Remaining_L = [HourBudget_Revised_L] - [LbrTimecard_Approved_Hours]

Percent_HourBudget_L = (LbrTimecard_Approved_Hours / HourBudget_Revised_L) * 100

HourBudget_Prime_E
HourBudget_ApprovedCOs_E
HourBudget_Revised_E

EqpTimecard_Hours_NoCORef
EqpTimecard_Hours_WithCORef
EqpTimecard_Hours

EqpTimecard_Projected_Total
Projected_Hours_E

HourBudget_Remaining_Prime_E = [HourBudget_Prime_E] - [EqpTimecard_Hours_NoCORef]
HourBudget_Remaining_ApprovedCOs_E = [HourBudget_ApprovedCOs_E] - [EqpTimecard_Hours_WithCORef]
HourBudget_Remaining_E = [HourBudget_Revised_E] - [EqpTimecard_Hours]

Percent_HourBudget_E = (EqpTimecard_Hours / HourBudget_Revised_E) * 100

EstimatedFieldPercentComplete

Posted February 06, 2025 © 2025 The Sage Group plc or its affiliates ("Sage") or its licensors. All trademarks mentioned are the property of their respective owners. Use of non-Sage trademarks is not an endorsement of any person or product.