View

Use the View command to display enquiries on Costing transactions. The views available depend on those defined using the Views command on the Maintenance submenu. Two predefined views are provided, one for Jobs only, the other for Jobs and associated phases. You can create your own views using up to six levels of dimension. You can specify a date range for transactions to be selected that make up the view. If you want to specify further selection criteria, you can use the filters provided on the Criteria tab. This tab contains range boxes for each of the information types available.

Once you have selected one of the view definitions in the View list box, click Refresh to see the Costing information, starting at the highest level. To see other levels, where applicable, click the higher level in the tree to display the names of the analysis classifications at the next level down. For each level, summary revenue, cost, and labour values are displayed. You can drill down to see further detail. For example, you can display the transactions that make up a particular total. You can also drill down on a transaction to see its details.

Actions

Use this command

To

Transactions

Drill down to display a list of the transactions that make up the selected analysis total, or you can simply double-click the item in the view.

Select Colour

Change the colour of the views by using the Select Colour command on the Action menu. You can then pick a standard colour or create a custom colour from the Colour form to use as the background colour for the tree view and any subsequent grid forms displayed using the drill down facilities.

If you want the colour you select to be retained next time you load the View form, you need to ensure the Remember form positions and sizes option is selected on the Preferences form in the System Manager.

Copy Data

Copy the view data to the Windows clipboard, for example, to place in a Microsoft Word or Microsoft Excel document.

Chart

View the data in one or more charts. You can open the Chart form more than once so you can view the data using different graphical views, for example a pie chart and a horizontal bar chart. When the form is open you can move between records to change the information in the graph.

There are a number of options on the Action button on the Charts form:

  • Clipboard to copy the chart to the Windows clipboard

  • Print with various printing settings

  • Export to save the chart in a chosen graphical format

  • Criteria to view the current criteria for the form.

For more information, see the Chart Views Help topic.