We are new at GridView and would like use it to analyze data from our Job Cost Module. We are trying to build some filters that will enable us extract data from Jobs, Phases and Categories for specific time frames, i.e. find out what the cost is for a Job-Phase-Category from a specified start date to a specified end date. How do we go about doing that?

Thanks!

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

Hi Brian,

Thank you for the suggestion about the prompt view trick. We will try it out.

Have a great day!

Hi, Michael,

As you're new to GV, something else you might want to check out is the Client Portal on our website. There's an Online Training section that has previously recorded online webinars for GV that you can start and stop at your leisure. There are also some short Show-Me-How videos for things like Creating a View, Filters, Calculated Columns and Linking that you might find helpful.

Hi All,

We were able to extract all the data for Job Cost and now we're having issues specifying a start and end date. The filter we use is this:

AND(
{JobPhCat}
,
{Trx Date}
,
DATESTART("Enter Start Date")
,
DATEEND("Enter End Date")
,
{Document}
,
{Amount}
)

Brian Stief mentioned the date prompt range in his response the other day and using a job index view to select costs.

The filter we put in is not returning any data.

Filters evaluate expressions, separated by commas if there are multiple expressions, and a record is displayed only if the result of all the expressions are true. You are a asking it to evaluate fields not expressions.

If this is not clear you need more assistance than this forum can provide.

Steve

Hello Michael,

You need to review the manual and videos mentioned by Tech Support, or engage the services of an Adagio Consultant to get you started in writing Filters.

I'm sorry, but what you posted shows that you do not understand how to structure a Filter.