Billing rates reports overview

There are multiple reports you can run to view resource costs, billing rates, and mark-ups that you can choose to provide to your customer. You could also use these reports to view your markup margins prior to submitting to your customer.

To locate the project reports, select the Setup tab, and then select Reports.

Billing Rate Summary report

The Billing Rate Summary report shows cost items and include cost category details.

From the Reports window, select Billing Rate Reports.

The end of the report shows a total of your Direct and Indirect cost markups and includes a Total Billing Amount at the bottom right.

Estimate Details with Billing Rates report

The Estimate Details with Billing Rate report shows a selection of resources with associated billing rates and utilization counts.

Cost Item Summary details

The Cost Item Summary tab in a Cost Item Record, allows the estimator to add additional costs to the Resource Billing rates by a percentage or amount. For example, there might have been extra work and a percentage of the work would apply that the owner approves. The Billing reports lists these details for the owner.

The following image shows cost item 3.1 with the adjustment. To see the adjustment, select the Actions tab, and then in the View section, set the Display Billing Rate toggle to show the Billing Rate columns.

Review the two columns, Total Billing Amount and Unadjusted Total Billing Amount.

In the Billing Rates report shown at the bottom of the image, you can view the 3.1 cost item estimate details.

Dependent cost item billing work details

You can use dependent cost items with billing work. For example, the contractor might have an agreement with the owner to add additional overhead costs as a percentage of the work, or the owner allows a contingency for unknown work.

The Estimate Details with Billing Rates can include the dependent cost item with billing work.

Margin Analysis report

The Margin Analysis report is beneficial for showing both mark-up and margin values for selected resource rates.

Additional Markup in the PBS form

Depending how the resource billing rates are determined to accommodate the owner, a fee can be applied using the PBS form.

Markup for Direct Costs shows in the PBS form.

The fee total of the additional markup shows in the Billing Rate Summary report.