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View a Spectrum Job Costs Report

Objective

To view a Spectrum Job Costs Report using the Company or Project level Reports tool.

Things to Consider

  • Required User Permission:
    • For Company level reports:
      • 'Admin' level permission on the company's ERP Integrations tool.
        AND
      • 'Read-only' level permission and above on the company's Reports tool. 
    • For Project level reports:
      • 'Read-only' level permission and above on the project's Reports tool
        AND
        • 'Read-only' level permission and higher on the project's Budget tool
          OR
        • 'Admin' level permission on the project's Prime Contract tool.
  • Limitations:
    • You can only export the Job Costs Report for a specific Spectrum project a PDF or CSV at the project level.

Steps

View a Company Level Job Costs Report

*Requires 'Admin' level permissions on the company's ERP Integrations tool.

  1. Navigate to the ERP Integrations tool.
  2. Click the Job Costs subtab.
  3. In the 'Filter By Job' area in the right pane,  select the Spectrum-integrated project from the drop-down list.
    (Note: You will only be able to view the Spectrum Job Costs Report for a single project at a time. You will see the same report as the example shown above, except the PDF and CSV buttons will not be visible).

View a Project Level Spectrum Job Costs Report

*Requires 'Read-only' level permission or higher on the Reports too AND either 'Read-only' level permission or higher on the Budget to or 'Admin' level permission or higher on the Prime Contract tool.

  1. Navigate to the project's Reports tool.
  2. Click the Spectrum Job Costs link.
  3. Next to the 'Export Data As' label, click PDF or CSV.
    This exports the Job Costs Report to the selected file format.
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Last modified
11:31, 2 Feb 2017

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