Views

Use the Views command on the Maintenance submenu to create your own enquiry facilities for costing transactions. The application provides two views as default options, but you can add others according to your choices from the settings available. Views defined using this command can be displayed on the screen using the View command on the Costing menu. Each view record comprises a unique code plus a description and up to six levels of analysis according to the following options:

• Contract

• Department

• Account

• Project Leader

• Job

• Phase

• Cost Code

• Cost Rate

• Framework

• Period

• Month

• Year

Example:
You might want to view a breakdown of revenue and costs by month and year. Create a new view using the Views command on the Maintenance submenu, assigning a code and description, such as 'RC1' and 'Revenue and Costs'. In the Level 1 View box select Job; in the Level 2 View box you select Month; and in the Level 3 View box select Year. On the Record menu, click Save. Using the View command on the Costing menu, you select the 'Revenue and Costs' view and then click Refresh. Revenue, Costs, and Labour values are shown per job code. You can then drill down to see the transactions that make up the values by year and month.

You can also select one of the views to be the default. That is, the one first displayed when you click View on the Costing menu. Two system views are already set up for you: JOB provides an analysis by job, and PHS provides an analysis by job and phase.

You cannot change the setting of the System option. This is automatically selected to indicate which views are predefined in the software. You can only amend the View Name of such 'system' views.