Project Financial Analytics - APIs - V1 - Overview Detailed Simple

API Name: CoreconAPI_OverviewDetailsSimple

This API is similar to the Overview Detailed version but does not include pending transaction totals and tax.

Job Cost Code, Internal Grouping and Owner Code fields will be blank if multi-projects are selected.

ProjectNumber
ProjectTitle
ProjectPMContactName
ProjectBidContactName
ProjectSalesContactName

PrimeContractNumber
PrimeContractSubject
OwnerCompanyName
OwnerContactName
ContractorCompanyName
ContractorContactName
PrimeContractIssueDateUtc
PrimeContractIssueDateOrgLocal
PrimeContractApprovalDateUtc
PrimeContractApprovalDateOrgLocal
PrimeContractEstStartDateUtc
PrimeContractEstStartDateOrgLocal
PrimeContractEstFinishDateUtc
PrimeContractEstFinishDateOrgLocal
PrimeContractBillingType
PrimeContractBillingTypeValue
PrimeContractStatus

JobCostCodeId
JobCostCodeOrderNumber
JobCostCode
JobCostCodeDescription
JobCostCodeQuantity
JobCostCodeUnit

JobCostCodeInternalDivision
JobCostCodeInternalDivisionDesc
JobCostCodeInternalMajor
JobCostCodeInternalMajorDesc
JobCostCodeInternalMinor
JobCostCodeInternalMinorDesc
JobCostCodeInternalSubMinor
JobCostCodeInternalSubMinorDesc

OwnerCostCode
OwnerCostCodeDescription

CostBudget_Prime
CostBudget_ApprovedCOs
CostBudget_Revised
CostBudget_PendingCOs
CostBudget_ApprovedAndPendingCOs

CostBudget_ApprovedCPRs
CostBudget_PendingCPRs

PO_Approved_Subtotal
PO_Approved_Total
PO_Pending_Subtotal
PO_Pending_Total
PO_ApprovedAndPending_Subtotal
PO_ApprovedAndPending_Total

Bill_Approved_Subtotal
Bill_Approved_Total
Bill_Pending_Subtotal
Bill_Pending_Total
Bill_ApprovedAndPending_Subtotal
Bill_ApprovedAndPending_Total

Bill_NoPO_Approved_Subtotal
Bill_NoPO_Approved_Total
Bill_NoPO_Pending_Subtotal
Bill_NoPO_Pending_Total
Bill_NoPO_ApprovedAndPending_Subtotal
Bill_NoPO_ApprovedAndPending_Total

PO_Approved_Open_Subtotal
PO_Approved_Open_Total

Subcontract_Approved_Subtotal
Subcontract_Approved_Total
Subcontract_Pending_Subtotal
Subcontract_Pending_Total
Subcontract_ApprovedAndPending_Subtotal
Subcontract_ApprovedAndPending_Total

SCO_Approved_Subtotal
SCO_Approved_Total
SCO_Pending_Subtotal
SCO_Pending_Total
SCO_ApprovedAndPending_Subtotal
SCO_ApprovedAndPending_Total

RevisedSubcontract_Approved_Subtotal
RevisedSubcontract_Approved_Total

SubInvoice_Approved_GrossTotal
SubInvoice_Approved_Subtotal
SubInvoice_Approved_Total
SubInvoice_Approved_NetRetainage
SubInvoice_Pending_GrossTotal
SubInvoice_Pending_Subtotal
SubInvoice_Pending_Total
SubInvoice_Pending_NetRetainage
SubInvoice_ApprovedAndPending_GrossTotal
SubInvoice_ApprovedAndPending_Subtotal
SubInvoice_ApprovedAndPending_Total
SubInvoice_ApprovedAndPending_NetRetainage

RevisedSubcontract_Approved_Open_GrossTotal
RevisedSubcontract_Approved_Open_Subtotal
RevisedSubcontract_Approved_Open_Total

MiscExpense_Approved_Subtotal
MiscExpense_Approved_Total
MiscExpense_Pending_Subtotal
MiscExpense_Pending_Total
MiscExpense_ApprovedAndPending_Subtotal
MiscExpense_ApprovedAndPending_Total

LbrTimecard_Approved_Total
LbrTimecard_Approved_Total_OnBillRates
LbrTimecard_Pending_Total
LbrTimecard_ApprovedAndPending_Total

EqpTimecard_Total
EqpTimecard_Total_OnBillRates

AnticipatedCost_Total

CommittedCost_Approved_Subtotal
CommittedCost_Approved_Subtotal_OnBillRates
CommittedCost_Approved_Total
CommittedCost_Approved_Total_OnBillRates
CommittedCost_Pending_Subtotal
CommittedCost_Pending_Total
CommittedCost_ApprovedAndPending_Subtotal
CommittedCost_ApprovedAndPending_Total

CostToDate_Approved_GrossTotal
CostToDate_Approved_GrossTotal_OnBillRates
CostToDate_Approved_Subtotal
CostToDate_Approved_Subtotal_OnBillRates
CostToDate_Approved_Total
CostToDate_Approved_Total_OnBillRates
CostToDate_Pending_GrossTotal
CostToDate_Pending_Subtotal
CostToDate_Pending_Total
CostToDate_ApprovedAndPending_GrossTotal
CostToDate_ApprovedAndPending_Subtotal
CostToDate_ApprovedAndPending_Total

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]

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

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

RevenueBudget_Prime_Subtotal
RevenueBudget_Prime_Total
RevenueBudget_ApprovedCOs_Subtotal
RevenueBudget_ApprovedCOs_Total
RevenueBudget_Revised_Subtotal
RevenueBudget_Revised_Total
RevenueBudget_PendingCOs_Subtotal
RevenueBudget_PendingCOs_Total
RevenueBudget_ApprovedAndPendingCOs_Total

RevenueBudget_ApprovedCPRs_Subtotal
RevenueBudget_ApprovedCPRs_Total
RevenueBudget_PendingCPRs_Subtotal
RevenueBudget_PendingCPRs_Total
RevenueBudget_ApprovedAndPendingCPRs_Total

PrimeInvoice_Approved_GrossTotal
PrimeInvoice_Approved_Subtotal
PrimeInvoice_Approved_Total
PrimeInvoice_Approved_NetRetainage
PrimeInvoice_Pending_GrossTotal
PrimeInvoice_Pending_Subtotal
PrimeInvoice_Pending_Total
PrimeInvoice_Pending_NetRetainage

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 = [RevenueBudget_Revised_Subtotal] - [CommittedCost_Approved_Subtotal]
RevenueCommittedCostVariance_Approved_Total = [RevenueBudget_Revised_Total] - [CommittedCost_Approved_Total]

RevenueCostToDateVariance_Approved_Subtotal = [RevenueBudget_Revised_Subtotal] - [CostToDate_Approved_Subtotal]
RevenueCostToDateVariance_Approved_Total = [RevenueBudget_Revised_Total] - [CostToDate_Approved_Total]
RevenueCostToDateVariance_Approved_Total_OnBillRates = [RevenueBudget_Revised_Total] - [CostToDate_Approved_Total_OnBillRates]

RevenueBudgetPrimeInvoiceVariance_Approved_Gross = [RevenueBudget_Revised_Subtotal] - [PrimeInvoice_Approved_GrossTotal]
RevenueBudgetPrimeInvoiceVariance_Approved_Total = [RevenueBudget_Revised_Total] - [PrimeInvoice_Approved_Total]

CashFlow_Gross_Total = [PrimeInvoice_Approved_GrossTotal] - [CostToDate_Approved_GrossTotal]
CashFlow_Approved_Subtotal = [PrimeInvoice_Approved_Subtotal] - [CostToDate_Approved_Subtotal]
CashFlow_Approved_Total = [PrimeInvoice_Approved_Total] - [CostToDate_Approved_Total]

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
HourBudget_PendingCOs_L
HourBudget_ApprovedCPRs_L
HourBudget_PendingCPRs_L

LbrTimecard_Approved_Hours
LbrTimecard_Pending_Hours
LbrTimecard_ApprovedAndPending_Hours

Projected_Hours_L
LbrTimecard_Projected_Total

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
HourBudget_PendingCOs_E
HourBudget_ApprovedCPRs_E
HourBudget_PendingCPRs_E

EqpTimecard_Hours

Projected_Hours_E
EqpTimecard_Projected_Total

HourBudget_Remaining_E = [HourBudget_Revised_E] - [EqpTimecard_Hours]
Percent_HourBudget_E = (EqpTimecard_Hours / HourBudget_Revised_E) * 100

EstimatedFieldPercentComplete