📕Project Planning/Work Orders - Cost Summary Report

The Cost Summary Report rolls up the totals and estimates from Labor, Spares, and External costs for a given Work Order Project into one detailed report. The Report also uses the totals and estimates to display a cost difference. If the number is positive, the text will display in red. The Cost Summary Report can be found within the Work Order under 'Links'.

The report breaks down each Resource used to perform the Project by Trade and Labor Cost (Resource Rate). It then totals the Labor Costs. Note: If there are no labor costs, the trade may not have a resource rate assigned. https://support.leading2lean.com/hc/en-us/articles/115003181092--Setup-Resource-Rates

The resource rate associated with the resource assigned to the work order will estimate the cost based on the estimated hours and the rate associated with the user. 

Note: If the resource has already been assigned to the work order, and the resource rate changes, the rate applied at the time of the work order was created stays frozen as the rate. If the person has not started work yet, you can delete the resource/Trade/Estimated Hours and add them back into the work order to apply the new rate. 

The next section of the report breaks down Spares costs by Spare Parts used for the Project. It details the estimated cost versus the actual cost and the difference between the two. The Spares Estimate is an arbitrary number you enter in the Work Order. The Spares Actual is a sum of the spares requested in the Dispatch.

The External costs section breaks down each external cost by Category used for the Project. External Costs can be costs associated with Travel, Equipment Rentals, or hiring an outside Vendor.

The Child Work Order section sums the Labor cost, Spares cost, and External cost of all child work orders associated with the Project. (This includes the child's children as well).

The final section displays the grand total from the Labor, External and Spares sections, as well as the totals from the Child Work Orders section. Then it displays a grand total of everything.

To view the cost summary, select the Links dropdown in the upper right-hand corner of the work order.