Hi Michael,

Using Gridview to analyze JC data is an excellent choice. But there is a lot of options to consider. We have created a number of views that for client Job Sites but you might start first with your Adagio Consultant because they might be closer to your data and your requirements than feedback from an open forum.

But since you asked, you should use the prompt view trick where the date prompt range is carried as a variable to all views in your workspace. You would use a job index view, that can (when column linked) quickly select the costs (filtered for just costs) for selected job(s) summarized by J-P-C, with options for reporting details at the summary level or by selected detail drill downs.

And then you get to link back to the open PO's (in summary and detail) that have been committed against the costs incurred against the estimates for J-P-C, with filter options for open or closed or all jobs, for each project manager. This assumes that you are using Purchase Orders with Job Costing because every site should be.

And probably add a view for the billings details to show jobs with incurred costs that are behind in billings.

We normally would be doing this using our simple cost strategy for configuring Job Costing, and then calculating WIP and Deferred revenue with separate views, with options to export the resultant into GL J/E flat files to import your WIP and Deferred JE's in GL for your month end financial reporting. We use the simple costing method for all job cost sites because nothing is more annoying that seeing a "revenue recognized" entry in the GL and having to refer back to some hard copy report for the details of the entry that is not date sensitive. Equally important is the ability to see the details in the GL that tie into JC Gridview reporting.

That's where we would start.

Best,
Brian