Project Committed Cost Summary

Form ID: (PM658200)

This generic inquiry form is available if the Extended Financial Data Collection feature is enabled on the Enable/Disable Features (CS100000) form.

On this form, you can view a project’s committed costs as of the date you specify.

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Form Toolbar
Selection Area
Table
Table Columns

Back to TopForm Toolbar

The form toolbar has only standard buttons.

Back to TopSelection Area

In this area, you select the project and the date as of which you want to view data.

Element	Description
Through Date	The latest date whose data is shown in the table and used to calculate values. By default, the system inserts the current business date.
Project	The project for which you want to view committed costs.

Back to TopTable

In the table, you can view each cost budget line’s budgeted costs, committed costs, remaining costs, retainage, and taxes related to commitments as of the selected date. Each row represents a cost budget line of the project—and all amounts are shown in the project currency on the selected date.

The table toolbar has only standard buttons.

Table Columns

Column Description

Project The project of the cost budget line.

Currency The currency of the project.

Owner The project manager.

Start Date The start date of the project task associated with the cost budget line.

Project Task The project task associated with the cost budget line.

Account Group The account group of the cost budget.

Original Budgeted Amount The original budgeted amount for the cost budget line.

Original Budgeted Quantity

The original budgeted quantity for the cost budget line.

This column is hidden by default. You can display this column in the table by using the Column Configuration dialog box. For details, see Adjustment of the Acumatica ERP UI: To Personalize a View of a Form.

Released CO Amount The sum of all amounts of released change orders for the cost budget line as of the specified Through Date.

Released CO Quantity The sum of all quantities of released change orders for the cost budget line as of the specified Through Date.

Pending CO Amount The sum of all amounts of unreleased change orders for the cost budget line as of the specified Through Date. This amount doesn’t include change requests.

Pending CO Quantity The sum of all quantities of unreleased change orders for the cost budget line as of the specified Through Date. This quantity excludes change requests.

Revised Budgeted Amount The total revised budgeted amount, which the system calculates by using this formula: Original Budgeted Amount + Released CO Amount.

Revised Budgeted and Pending CO Amount The sum of the revised budgeted amount and the unreleased change order amount.

Revised Budgeted and Pending CO Quantity The sum of the revised budgeted quantity and the unreleased change order quantity.

Actual Amount The total amount of the project transactions with the line’s project budget key as of the specified Through Date.

Actual Quantity The total quantity of the project transactions with the line’s project budget key as of the specified Through Date.

Original Committed Amount The total original amount of the commitments that are associated with the cost budget line as of the specified Through Date.

Original Committed Quantity The total original quantity of the commitments that are associated with the cost budget line as of the specified Through Date.

Released Commitment CO Amount The sum of the line amounts of released change orders with the project budget key specified in the cost budget line as of the specified Through Date. This value doesn’t include change request amounts.

Released Commitment CO Quantity

The sum of the line quantities of released change orders with the project budget key specified in the cost budget line as of the specified Through Date. This value doesn’t include change request quantities.

Pending Commitment CO Amount The sum of the line amounts of unreleased change orders with the project budget key specified in the line as of the specified Through Date. This value doesn’t include change request amounts.

Pending Commitment CO Quantity

The sum of the line quantities of unreleased change orders with the project budget key specified in the line as of the specified Through Date. This value doesn’t include change request quantities.

Revised Committed Amount The total revised amount of the commitments associated with the cost budget line. The system calculates it by using this formula: Original Committed Amount + Committed Released CO Amount.

Revised Committed Quantity

The total revised quantity of the commitments associated with the cost budget line. The system calculates it by using this formula: Original Committed Quantity + Committed Released CO Quantity.

Revised Committed and Pending Amount

The sum of the following:

The total revised amount of the commitments associated with this cost budget line
The total amount of the estimation lines of change requests with the Open status

The system calculates this amount by using this formula: Original Committed Amount + Committed Released CO Amount.

Revised Committed and Pending Quantity

The sum of the following:

The total revised quantity of the commitments associated with this cost budget line
The total quantity of the estimation lines of change requests with the Open status

The system calculates it by using this formula: Original Committed Quantity + Committed Released CO Quantity.

Committed Billed Amount The total billed amount of the commitment.

Committed Billed Quantity

The total billed quantity of the commitment.

Billed Exclusive Tax Amount The sum of all exclusive tax amounts from the released bills.

Billed Inclusive Tax Amount The sum of all inclusive tax amounts from the released bills.

Billed Use Tax Amount The sum of all use tax amounts from the released bills.

Total Billed Amount with Taxes The total billed amount with taxes, which the system calculates by using this formula: Committed Billed Amount + Billed Exclusive Tax Amount + Billed Use Tax Amount.

Committed Amount to Bill The amount of the commitments, which the system calculates by using this formula: Revised Committed Amount - Committed Billed Amount.

Committed Quantity to Bill The quantity of the commitments, which the system calculates by using this formula: Revised Committed Quantity - Committed Billed Quantity.

Actual Non-Committed Amount The amount of expenses that’s unrelated to commitments, which the system calculates by using this formula: Actual Amount - Committed Billed Amount.

Actual Non-Committed Quantity The quantity that’s unrelated to commitments, which the system calculates by using this formula: Actual Quantity - Billed Quantity.

Committed Variance Amount The variance amount, which the system calculates by using this formula: Revised Budgeted Amount - Revised Committed Amount.

Committed Paid Amount The sum of the paid amounts of bills for commitment lines with the project budget key specified in the line as of the specified Through Date.

Remaining Budgeted Amount to Date The remaining budgeted amount to date, which the system calculates by using this formula: Revised Budgeted Amount - Revised Committed Amount - Actual Non-Committed Amount.

Amount-Based Budget Performance to Date (%) The percentage of the revised budgeted amount that remains to date, which the system calculates by using this formula: (Remaining Budget Amount / Revised Budgeted Amount) * 100 %.

Project Committed Cost Summary

Form ID:  ([~/?ScreenId=PM658200|PM658200])[anchor|#note_fwv_xrw_sqb]((({S:Warn}This generic inquiry form is available if the ''Extended Financial Data Collection'' feature is enabled on the [HelpRoot_FormReference\CS_10_00_00|Enable/Disable Features] ([~/?ScreenId=CS100000|CS100000]) form.
)))
On this form, you can view a project&rsquo;s committed costs as of the date you specify.{br}{TOC}
==Form Toolbar==[anchor|#_755fb071-adfc-49a2-9490-894cae1a6969]
The form toolbar has only standard buttons.[anchor|#1]
==Selection Area==
In this area, you select the project and the date as of which you want to view data.[anchor|#_5b36108b-e9c1-483d-80a8-21fa680546ba]
{| class="checklist" | width="100%" 
|- 
!width="20%" ! Element
!width="80%" ! Description
|- 
| '''Through Date'''
| The latest date whose data is shown in the table and used to calculate values. By default, the system inserts the current business date.
|- 
| '''Project'''
|  The project for which you want to view committed costs.
|}
==Table==
In the table, you can view each cost budget line&rsquo;s budgeted costs, committed costs, remaining costs, retainage, and taxes related to commitments as of the selected date. Each row represents a cost budget line of the project—and all amounts are shown in the project currency on the selected date.[anchor|#_088519af-53e5-4c17-ae7b-de688dbb7793]{br}

The table toolbar has only standard buttons.[anchor|#table_bgw_wqf_bj]
===Table Columns===
{| class="checklist" | width="100%" 
|- 
!width="20%" ! Column
!width="80%" ! Description
|- 
| '''Project'''
| The project of the cost budget line.
|- 
| '''Currency'''
| The currency of the project.
|- 
| '''Owner'''
| The project manager.
|- 
| '''Start Date'''
| The start date of the project task associated with the cost budget line.
|- 
| '''Project Task'''
| The project task associated with the cost budget line.
|- 
| '''Account Group'''
| The account group of the cost budget.
|- 
| '''Original Budgeted Amount'''
| The original budgeted amount for the cost budget line.
|- 
| '''Original Budgeted Quantity'''
| The original budgeted quantity for the cost budget line.[anchor|#_0c47a82d-1b49-4fa8-a6f3-6bd2aca18f8c]((({S:Warn}This column is hidden by default. You can display this column in the table by using the '''Column Configuration''' dialog box. For details, see [HelpRoot_GettingStarted\GS_ModernUI_User_Interface_Personalization_Activity|Adjustment of the Acumatica ERP UI: To Personalize a View of a Form].
)))
|- 
| '''Released CO Amount'''
| The sum of all amounts of released change orders for the cost budget line as of the specified '''Through Date'''.
|- 
| '''Released CO Quantity'''
| The sum of all quantities of released change orders for the cost budget line as of the specified '''Through Date'''.
|- 
| '''Pending CO Amount'''
| The sum of all amounts of unreleased change orders for the cost budget line as of the specified '''Through Date'''. This amount doesn’t include change requests.
|- 
| '''Pending CO Quantity'''
| The sum of all quantities of unreleased change orders for the cost budget line as of the specified '''Through Date'''. This quantity excludes change requests.
|- 
| '''Revised Budgeted Amount'''
| The total revised budgeted amount, which the system calculates by using this formula: {{Original Budgeted Amount + Released CO Amount}}.
|- 
| '''Revised Budgeted and Pending CO Amount'''
| The sum of the revised budgeted amount and the unreleased change order amount.
|- 
| '''Revised Budgeted and Pending CO Quantity'''
| The sum of the revised budgeted quantity and the unreleased change order quantity.
|- 
| '''Actual Amount'''
| The total amount of the project transactions with the line’s project budget key as of the specified '''Through Date'''.
|- 
| '''Actual Quantity'''
| The total quantity of the project transactions with the line’s project budget key as of the specified '''Through Date'''.
|- 
| '''Original Committed Amount'''
| 
The total original amount of the commitments that are associated with the cost budget line as of the specified '''Through Date'''.
|- 
| '''Original Committed Quantity'''
| 
The total original quantity of the commitments that are associated with the cost budget line as of the specified '''Through Date'''.
|- 
| '''Released Commitment CO Amount'''
| The sum of the line amounts of released change orders with the project budget key specified in the cost budget line as of the specified '''Through Date'''. This value doesn&rsquo;t include change request amounts.
|- 
| '''Released Commitment CO Quantity'''
| The sum of the line quantities of released change orders with the project budget key specified in the cost budget line as of the specified '''Through Date'''. This value doesn&rsquo;t include change request quantities.[anchor|#_0c47a82d-1b49-4fa8-a6f3-6bd2aca18f8c]((({S:Warn}This column is hidden by default. You can display this column in the table by using the '''Column Configuration''' dialog box. For details, see [HelpRoot_GettingStarted\GS_ModernUI_User_Interface_Personalization_Activity|Adjustment of the Acumatica ERP UI: To Personalize a View of a Form].
)))
|- 
| '''Pending Commitment CO Amount'''
| The sum of the line amounts of unreleased change orders with the project budget key specified in the line as of the specified '''Through Date'''. This value doesn&rsquo;t include change request amounts.
|- 
| '''Pending Commitment CO Quantity'''
| The sum of the line quantities of unreleased change orders with the project budget key specified in the line as of the specified '''Through Date'''. This value doesn&rsquo;t include change request quantities.[anchor|#_0c47a82d-1b49-4fa8-a6f3-6bd2aca18f8c]((({S:Warn}This column is hidden by default. You can display this column in the table by using the '''Column Configuration''' dialog box. For details, see [HelpRoot_GettingStarted\GS_ModernUI_User_Interface_Personalization_Activity|Adjustment of the Acumatica ERP UI: To Personalize a View of a Form].
)))
|- 
| '''Revised Committed Amount'''
| The total revised amount of the commitments associated with the cost budget line. The system calculates it by using this formula: {{Original Committed Amount + Committed Released CO Amount}}.
|- 
| '''Revised Committed Quantity'''
| The total revised quantity of the commitments associated with the cost budget line. The system calculates it by using this formula: {{Original Committed Quantity + Committed Released CO Quantity}}.[anchor|#_0c47a82d-1b49-4fa8-a6f3-6bd2aca18f8c]((({S:Warn}This column is hidden by default. You can display this column in the table by using the '''Column Configuration''' dialog box. For details, see [HelpRoot_GettingStarted\GS_ModernUI_User_Interface_Personalization_Activity|Adjustment of the Acumatica ERP UI: To Personalize a View of a Form].
)))
|- 
| '''Revised Committed and Pending Amount'''
| 
The sum of the following:[anchor|#ul_zdl_shm_mhc]
*The total revised amount of the commitments associated with this cost budget line
*The total amount of the estimation lines of change requests with the ''Open'' status

The system calculates this amount by using this formula: {{Original Committed Amount + Committed Released CO Amount}}.
|- 
| '''Revised Committed and Pending Quantity'''
| 
The sum of the following:[anchor|#ul_xdr_13m_mhc]
*The total revised quantity of the commitments associated with this cost budget line
*The total quantity of the estimation lines of change requests with the ''Open'' status

The system calculates it by using this formula: {{Original Committed Quantity + Committed Released CO Quantity}}.[anchor|#_0c47a82d-1b49-4fa8-a6f3-6bd2aca18f8c]((({S:Warn}This column is hidden by default. You can display this column in the table by using the '''Column Configuration''' dialog box. For details, see [HelpRoot_GettingStarted\GS_ModernUI_User_Interface_Personalization_Activity|Adjustment of the Acumatica ERP UI: To Personalize a View of a Form].
)))
|- 
| '''Committed Billed Amount'''
| The total billed amount of the commitment.
|- 
| '''Committed Billed Quantity'''
| The total billed quantity of the commitment.[anchor|#_0c47a82d-1b49-4fa8-a6f3-6bd2aca18f8c]((({S:Warn}This column is hidden by default. You can display this column in the table by using the '''Column Configuration''' dialog box. For details, see [HelpRoot_GettingStarted\GS_ModernUI_User_Interface_Personalization_Activity|Adjustment of the Acumatica ERP UI: To Personalize a View of a Form].
)))
|- 
| '''Billed Exclusive Tax Amount'''
| The sum of all exclusive tax amounts from the released bills.
|- 
| '''Billed Inclusive Tax Amount'''
| The sum of all inclusive tax amounts from the released bills.
|- 
| '''Billed Use Tax Amount'''
| The sum of all use tax amounts from the released bills.
|- 
| '''Total Billed Amount with Taxes'''
| The total billed amount with taxes, which the system calculates by using this formula: {{Committed Billed Amount + Billed Exclusive Tax Amount + Billed Use Tax Amount}}.
|- 
| '''Committed Amount to Bill'''
| The amount of the commitments, which the system calculates by using this formula: {{Revised Committed Amount - Committed Billed Amount}}.
|- 
| '''Committed Quantity to Bill'''
| The quantity of the commitments, which the system calculates by using this formula: {{Revised Committed Quantity - Committed Billed Quantity}}.
|- 
| '''Actual Non-Committed Amount'''
| The amount of expenses that’s unrelated to commitments, which the system calculates by using this formula: {{Actual Amount - Committed Billed Amount}}.
|- 
| '''Actual Non-Committed Quantity'''
| The quantity that’s unrelated to commitments, which the system calculates by using this formula: {{Actual Quantity - Billed Quantity}}.
|- 
| '''Committed Variance Amount'''
| The variance amount, which the system calculates by using this formula: {{Revised Budgeted Amount - Revised Committed Amount}}.
|- 
| '''Committed Paid Amount'''
| The sum of the paid amounts of bills for commitment lines with the project budget key specified in the line as of the specified '''Through Date'''.
|- 
| '''Remaining Budgeted Amount to Date'''
| The remaining budgeted amount to date, which the system calculates by using this formula: {{Revised Budgeted Amount - Revised Committed Amount - Actual Non-Committed Amount}}.
|- 
| '''Amount-Based Budget Performance to Date (%)'''
| The percentage of the revised budgeted amount that remains to date, which the system calculates by using this formula: {{(Remaining Budget Amount / Revised Budgeted Amount) * 100 %}}.
|}