Project Financial Analytics - APIs - V1 - Overview

API Name: CoreconAPI_Overview


Note: 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

  • ProjectAndPrimeNumber = Trim('Project # ' + [ProjectNumber] + ' | Prime # ' + [PrimeContractNumber])

  • 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

  • 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

  • CostBudget_Prime
  • CostBudget_ApprovedCOs
  • CostBudget_Revised

  • CommittedCost_Approved_Subtotal_NoCORef
  • CommittedCost_Approved_Tax_NoCORef
  • CommittedCost_Approved_Total_NoCORef

  • CommittedCost_Approved_Subtotal_WithCORef
  • CommittedCost_Approved_Tax_WithCORef
  • CommittedCost_Approved_Total_WithCORef

  • CommittedCost_Approved_Subtotal
  • CommittedCost_Approved_Tax
  • CommittedCost_Approved_Total

  • CommittedCost_Approved_Subtotal_OnBillRates
  • CommittedCost_Approved_Total_OnBillRates

  • CostToDate_Approved_GrossTotal_NoCORef
  • CostToDate_Approved_GrossTotal_WithCORef
  • CostToDate_Approved_GrossTotal
  • CostToDate_Approved_GrossTotal_OnBillRates

  • CostToDate_Approved_Subtotal_NoCORef
  • CostToDate_Approved_Tax_NoCORef
  • CostToDate_Approved_Total_NoCORef

  • CostToDate_Approved_Subtotal_WithCORef
  • CostToDate_Approved_Tax_WithCORef
  • CostToDate_Approved_Total_WithCORef

  • CostToDate_Approved_Subtotal
  • CostToDate_Approved_Tax
  • CostToDate_Approved_Total

  • CostToDate_Approved_Subtotal_OnBillRates
  • CostToDate_Approved_Total_OnBillRates

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

  • CostBudgetCommittedVariance_Revised_Subtotal = [CostBudget_Revised] - [CommittedCost_Approved_Subtotal]
  • CostBudgetCommittedVariance_Revised_Total = [CostBudget_Revised] - [CommittedCost_Approved_Total]

  • CostBudgetCostToDateVariance_Revised_Subtotal = [CostBudget_Revised] - [CostToDate_Approved_Subtotal]
  • CostBudgetCostToDateVariance_Revised_Total = [CostBudget_Revised] - [CostToDate_Approved_Total]

  • CommittedCostToDateVariance_Approved_Subtotal = [CommittedCost_Approved_Subtotal] - [CostToDate_Approved_Subtotal]
  • 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_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]

  • 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]

  • 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_Projected_Total
  • Projected_Hours_L

  • 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
  • Projected_Hours_E

  • 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

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Posted November 03, 2025 © 2025 The Sage Group plc or its affiliates ("Sage") or its licensors. All trademarks mentioned are the property of their respective owners. Use of non-Sage trademarks is not an endorsement of any person or product.