Project Financial Analytics - APIs - V1 - Overview Detailed

API Name: CoreconAPI_OverviewDetails

This API is similar to the Overview version but includes resource and pending transaction totals.

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

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

RevenueBudget_PendingCOs_Subtotal
RevenueBudget_PendingCOs_Tax
RevenueBudget_PendingCOs_Total

RevenueBudget_ApprovedCPRs_Subtotal
RevenueBudget_ApprovedCPRs_Tax
RevenueBudget_ApprovedCPRs_Total

RevenueBudget_PendingCPRs_Subtotal
RevenueBudget_PendingCPRs_Tax
RevenueBudget_PendingCPRs_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

PrimeInvoice_ApprovedAndPending_GrossTotal_NoCORef
PrimeInvoice_ApprovedAndPending_GrossTotal_WithCORef
PrimeInvoice_ApprovedAndPending_GrossTotal

PrimeInvoice_ApprovedAndPending_Retainage
PrimeInvoice_ApprovedAndPending_RetainageBilled
PrimeInvoice_ApprovedAndPending_NetRetainage

PrimeInvoice_ApprovedAndPending_Subtotal
PrimeInvoice_ApprovedAndPending_Tax
PrimeInvoice_ApprovedAndPending_Total

CostBudget_Prime_M
CostBudget_Prime_L
CostBudget_Prime_E
CostBudget_Prime_S
CostBudget_Prime_O
CostBudget_Prime

CostBudget_ApprovedCOs_M
CostBudget_ApprovedCOs_L
CostBudget_ApprovedCOs_E
CostBudget_ApprovedCOs_S
CostBudget_ApprovedCOs_O
CostBudget_ApprovedCOs

CostBudget_Revised_M = CostBudget_Prime_M + CostBudget_ApprovedCOs_M
CostBudget_Revised_L = CostBudget_Prime_L + CostBudget_ApprovedCOs_L
CostBudget_Revised_E = CostBudget_Prime_E + CostBudget_ApprovedCOs_E
CostBudget_Revised_S = CostBudget_Prime_S + CostBudget_ApprovedCOs_S
CostBudget_Revised_O = CostBudget_Prime_O + CostBudget_ApprovedCOs_O
CostBudget_Revised = CostBudget_Prime + CostBudget_ApprovedCOs

CostBudget_PendingCOs
CostBudget_ApprovedCPRs
CostBudget_PendingCPRs

CommittedCost_Approved_Subtotal_M
CommittedCost_Approved_Subtotal_L
CommittedCost_Approved_Subtotal_E
CommittedCost_Approved_Subtotal_S
CommittedCost_Approved_Subtotal_O
CommittedCost_Approved_Subtotal_NoCORef
CommittedCost_Approved_Subtotal_WithCORef
CommittedCost_Approved_Subtotal

CommittedCost_Approved_Tax_NoCORef
CommittedCost_Approved_Tax_WithCORef
CommittedCost_Approved_Tax

CommittedCost_Approved_Total_M
CommittedCost_Approved_Total_L
CommittedCost_Approved_Total_E
CommittedCost_Approved_Total_S
CommittedCost_Approved_Total_O
CommittedCost_Approved_Total_NoCORef
CommittedCost_Approved_Total_WithCORef
CommittedCost_Approved_Total

CommittedCost_Pending_Subtotal_M
CommittedCost_Pending_Subtotal_L
CommittedCost_Pending_Subtotal_E
CommittedCost_Pending_Subtotal_S
CommittedCost_Pending_Subtotal_O
CommittedCost_Pending_Subtotal

CommittedCost_Pending_Total_M
CommittedCost_Pending_Total_L
CommittedCost_Pending_Total_E
CommittedCost_Pending_Total_S
CommittedCost_Pending_Total_O
CommittedCost_Pending_Total

CommittedCost_ApprovedAndPending_Subtotal_M
CommittedCost_ApprovedAndPending_Subtotal_L
CommittedCost_ApprovedAndPending_Subtotal_E
CommittedCost_ApprovedAndPending_Subtotal_S
CommittedCost_ApprovedAndPending_Subtotal_O
CommittedCost_ApprovedAndPending_Subtotal

CommittedCost_ApprovedAndPending_Total_M
CommittedCost_ApprovedAndPending_Total_L
CommittedCost_ApprovedAndPending_Total_E
CommittedCost_ApprovedAndPending_Total_S
CommittedCost_ApprovedAndPending_Total_O
CommittedCost_ApprovedAndPending_Total

CostToDate_Approved_Subtotal_M
CostToDate_Approved_Subtotal_L
CostToDate_Approved_Subtotal_E
CostToDate_Approved_Subtotal_S
CostToDate_Approved_Subtotal_O
CostToDate_Approved_Subtotal_NoCORef
CostToDate_Approved_Subtotal_WithCORef
CostToDate_Approved_Subtotal

CostToDate_Approved_Tax_NoCORef
CostToDate_Approved_Tax_WithCORef
CostToDate_Approved_Tax

CostToDate_Approved_Total_M
CostToDate_Approved_Total_L
CostToDate_Approved_Total_E
CostToDate_Approved_Total_S
CostToDate_Approved_Total_O
CostToDate_Approved_Total_NoCORef
CostToDate_Approved_Total_WithCORef
CostToDate_Approved_Total

CostToDate_Approved_GrossTotal_NoCORef
CostToDate_Approved_GrossTotal_WithCORef
CostToDate_Approved_GrossTotal

CostToDate_Pending_Subtotal_M
CostToDate_Pending_Subtotal_L
CostToDate_Pending_Subtotal_E
CostToDate_Pending_Subtotal_S
CostToDate_Pending_Subtotal_O

CostToDate_Pending_Total_M
CostToDate_Pending_Total_L
CostToDate_Pending_Total_E
CostToDate_Pending_Total_S
CostToDate_Pending_Total_O
CostToDate_Pending_Total

CostToDate_Pending_GrossTotal_NoCORef
CostToDate_Pending_GrossTotal_WithCORef
CostToDate_Pending_GrossTotal

CostToDate_ApprovedAndPending_Subtotal_M
CostToDate_ApprovedAndPending_Subtotal_L
CostToDate_ApprovedAndPending_Subtotal_E
CostToDate_ApprovedAndPending_Subtotal_S
CostToDate_ApprovedAndPending_Subtotal_O
CostToDate_ApprovedAndPending_Subtotal

CostToDate_ApprovedAndPending_Total_M
CostToDate_ApprovedAndPending_Total_L
CostToDate_ApprovedAndPending_Total_E
CostToDate_ApprovedAndPending_Total_S
CostToDate_ApprovedAndPending_Total_O
CostToDate_ApprovedAndPending_Total

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

CostBudgetCommittedVariance_Revised_Subtotal_M = [CostBudget_Revised_M] - [CommittedCost_Approved_Subtotal_M]
CostBudgetCommittedVariance_Revised_Subtotal_L = [CostBudget_Revised_L] - [CommittedCost_Approved_Subtotal_L]
CostBudgetCommittedVariance_Revised_Subtotal_E = [CostBudget_Revised_E] - [CommittedCost_Approved_Subtotal_E]
CostBudgetCommittedVariance_Revised_Subtotal_S = [CostBudget_Revised_S] - [CommittedCost_Approved_Subtotal_S]
CostBudgetCommittedVariance_Revised_Subtotal_O = [CostBudget_Revised_O] - [CommittedCost_Approved_Subtotal_O]
CostBudgetCommittedVariance_Revised_Subtotal = [CostBudget_Revised] - [CommittedCost_Approved_Subtotal]

CostBudgetCommittedVariance_Revised_Total_M = [CostBudget_Revised_M] - [CommittedCost_Approved_Total_M]
CostBudgetCommittedVariance_Revised_Total_L = [CostBudget_Revised_L] - [CommittedCost_Approved_Total_L]
CostBudgetCommittedVariance_Revised_Total_E = [CostBudget_Revised_E] - [CommittedCost_Approved_Total_E]
CostBudgetCommittedVariance_Revised_Total_S = [CostBudget_Revised_S] - [CommittedCost_Approved_Total_S]
CostBudgetCommittedVariance_Revised_Total_O = [CostBudget_Revised_O] - [CommittedCost_Approved_Total_O]
CostBudgetCommittedVariance_Revised_Total = [CostBudget_Revised] - [CommittedCost_Approved_Total]

CostBudgetCostToDateVariance_Revised_Subtotal_M = [CostBudget_Revised_M] - [CostToDate_Approved_Subtotal_M]
CostBudgetCostToDateVariance_Revised_Subtotal_L = [CostBudget_Revised_L] - [CostToDate_Approved_Subtotal_L]
CostBudgetCostToDateVariance_Revised_Subtotal_E = [CostBudget_Revised_E] - [CostToDate_Approved_Subtotal_E]
CostBudgetCostToDateVariance_Revised_Subtotal_S = [CostBudget_Revised_S] - [CostToDate_Approved_Subtotal_S]
CostBudgetCostToDateVariance_Revised_Subtotal_O = [CostBudget_Revised_O] - [CostToDate_Approved_Subtotal_O]
CostBudgetCostToDateVariance_Revised_Subtotal = [CostBudget_Revised] - [CostToDate_Approved_Subtotal]

CostBudgetCostToDateVariance_Revised_Total_M = [CostBudget_Revised_M] - [CostToDate_Approved_Total_M]
CostBudgetCostToDateVariance_Revised_Total_L = [CostBudget_Revised_L] - [CostToDate_Approved_Total_L]
CostBudgetCostToDateVariance_Revised_Total_E = [CostBudget_Revised_E] - [CostToDate_Approved_Total_E]
CostBudgetCostToDateVariance_Revised_Total_S = [CostBudget_Revised_S] - [CostToDate_Approved_Total_S]
CostBudgetCostToDateVariance_Revised_Total_O = [CostBudget_Revised_O] - [CostToDate_Approved_Total_O]
CostBudgetCostToDateVariance_Revised_Total = [CostBudget_Revised] - [CostToDate_Approved_Total]

CommittedCostToDateVariance_Approved_Subtotal_M = [CommittedCost_Approved_Subtotal_M] - [CostToDate_Approved_Subtotal_M]
CommittedCostToDateVariance_Approved_Subtotal_L = [CommittedCost_Approved_Subtotal_L] - [CostToDate_Approved_Subtotal_L]
CommittedCostToDateVariance_Approved_Subtotal_E = [CommittedCost_Approved_Subtotal_E] - [CostToDate_Approved_Subtotal_E]
CommittedCostToDateVariance_Approved_Subtotal_S = [CommittedCost_Approved_Subtotal_S] - [CostToDate_Approved_Subtotal_S]
CommittedCostToDateVariance_Approved_Subtotal_O = [CommittedCost_Approved_Subtotal_O] - [CostToDate_Approved_Subtotal_O]
CommittedCostToDateVariance_Approved_Subtotal = [CommittedCost_Approved_Subtotal] - [CostToDate_Approved_Subtotal]

CommittedCostToDateVariance_Approved_Total_M = [CommittedCost_Approved_Total_M] - [CostToDate_Approved_Total_M]
CommittedCostToDateVariance_Approved_Total_L = [CommittedCost_Approved_Total_L] - [CostToDate_Approved_Total_L]
CommittedCostToDateVariance_Approved_Total_E = [CommittedCost_Approved_Total_E] - [CostToDate_Approved_Total_E]
CommittedCostToDateVariance_Approved_Total_S = [CommittedCost_Approved_Total_S] - [CostToDate_Approved_Total_S]
CommittedCostToDateVariance_Approved_Total_O = [CommittedCost_Approved_Total_O] - [CostToDate_Approved_Total_O]
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_Subtotal_OnBillRates = [RevenueBudget_Revised_Subtotal] - [CommittedCost_Approved_Subtotal_OnBillRates]

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]
RevenueCommittedCostVariance_Approved_Total_OnBillRates = [RevenueBudget_Revised_Total]-[CommittedCost_Approved_Total_OnBillRates]

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]
RevenueCostToDateVariance_Approved_Total_OnBillRates = [RevenueBudget_Revised_Total] - [CostToDate_Approved_Total_OnBillRates]

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_ApprovedAndPending_Hours_NoCORef
LbrTimecard_ApprovedAndPending_Hours_WIthCORef
LbrTimecard_ApprovedAndPending_Hours

LbrTimecard_Projected_Total

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

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