Estimate project costs at completion

You can view a project’s projected cost at completion in a dashboard after entering the anticipated costs.

Step 1: Itemize anticipated costs

Before calculating the estimated cost at completion, specify how anticipated costs are itemized.

1. Go to Settings () > Feature Settings > Procurement

2. In the General Settings section, select one of the following options:

   • Itemize Anticipated Costs

   • Summarize by JCC (job cost code)

3. Select Save.

4. Select Return to Application.

Step 2: Enter or import anticipated costs

To enter anticipated costs, import them from an Excel file.

Learn more about anticipated costs.

Step 3: Enter completion percentages

The estimated completion percentage is used to project future labor and equipment costs.

Enter the estimated completion percentage for each project cost code using the Field % Complete.

Step 4: Open the dashboard

1. Go to Projects and select the appropriate project in the Quick Select section.

2. On the Project Home page, select Project Financial Analytics in the General info section.

3. Select theCost tab.

4. In the Summary Dashboards section, select the Projected Cost At Completion Overview dashboard.

5. To include both projected labor and equipment costs in the projected cost calculation:

   1. Select the dashboard parameters icon ().

   2. In the dialog, select True for each option.

   3. Select Apply.