Change Orders Price Breakdown

Feature

Starting with version 3.6 of Goldenseal construction accounting software, you can view a price breakdown by labor/materials/subcontractors in Change Orders or Allowances, similar to the one that is already found in Estimates.

Suggested By

User feature request.

Setup

This feature uses some optional fields that you'll need to add to the Change Order or Allowances layout. You'll be able to copy and paste them from the Estimates layout.

First, you'll move the button that shows the breakdown window:

  1. Choose Custom Layouts from the Options menu, and choose Transactions from the submenu.
  2. Enter Estimates into the Transaction popup field at upper left.
  3. Enter Items into the Layout popup field at upper left.
  4. Click on the Cost Summary button in the middle of the layout.
  5. Choose Copy from the Edit menu.
  6. Enter Change Orders into the Transaction popup field at upper left.
  7. Enter Items into the Layout popup field at upper left.
  8. Choose Paste from the Edit menu, then move the button to a convenient location.

Next, you'll add the breakdown window:

  1. Enter Estimates into the Transaction popup field at upper left.
  2. Enter Costs into the Layout popup field at upper left.
  3. Choose Select All from the Edit menu.
  4. Choose Copy from the Edit menu.
  5. Enter Change Orders into the Transaction popup field at upper left.
  6. Choose New Layout from the Edit menu.
  7. You'll see a dialog asking for a layout name. Type in Costs, then click OK.
  8. Choose Paste from the Edit menu.
  9. Click on the Per Unit title, and choose Clear from the Edit menu to remove it.
  10. Close the Custom Layouts window, and click Save when you are asked to save changes.

How to Use

After you have added the custom button and custom breakdown window, here's how to see a cost breakdown, whenever you are in a Change Order that has an Item breakdown:

  1. Click the Cost Summary button.
  2. View a breakdown by labor, materials, subcontractors, equipment and other costs.

NOTE-- Change Orders do not have a project size, so they can't show a cost per area like Estimates do.

Technical Details

Programming 3/17/06 by Casey. Writeup 4/12/06 by Casey.

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