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We need a billing worksheet for project managers to complete monthly. The Units Complete Worksheet is close but it needs to reflect the Billing Code Budget amounts and Billing Code Costs to Date.
Devrie Weliver
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We have many projects to bill each month with many billing codes to update per project and find it ridiculous that we cannot run a billing worksheet report for our PM's to complete on each of their projects. This is just another example that demonstrates how the system is designed more for a subcontractor rather than a GC.
We build our own spreadsheet to give the PM's and Superintendents to fill out at the end of each month. Would be nice to have to worksheets - one for PM's that show costs and quantities and one for Superintendents that show only quantities. Would like to print a worksheet (report) out of the system and eliminate another spreadsheet. Attached is a field quantities work sheet (for billing NOT cost codes) that we use.
Agreed. Currently we print off paper copies of the previous month's progress billing and the PM manually updates them with a red pen. Very inefficient. The Billing Worksheet should contain the budget and posted costs for all cost codes under a certain billing line and then give the total per billing line.