| Home Page | Project Support | |||
| NarCon Project Available Forms and Reports | ||||
| MOD# | MODULE | REP# | REPORT NAME | DESCRIPTION |
| 1 | Project Info. | Job Information Entry | Main entry for all job information- must assign a job number; fillin ID No. for each principal (from Client module) | |
| 1 | Project Info. | Submittal Entry | Enter sumbittal type and dates; also any subcontractors used on job | |
| 1 | Project Info. | Billing Entry | Entry for all requisitions- enter retainage, req. no, billing amt & date, plus amt received- must fill in last date billed | |
| 1 | Project Info. | 1 | Job List- Active | Listing of all active jobs with job no, name, add, client, start and completion dates |
| 1 | Project Info. | 2 | Job List - All | Listing of all jobs with job no, name, add, client, start and completion dates |
| 1 | Project Info. | 3 | Job List with Scope | Listing of all jobs with job no, name, add, client, start and completion dates and scope |
| 1 | Project Info. | 4 | Joblist w/ billing | Listing of all jobs with job no, name, client, start & comp dates, billin dte, cont amt, next billing date and projected billing |
| 1 | Project Info. | 5 | Customer List | List includes CLID#, name, address, Phone,fax and type |
| 1 | Project Info. | 6 | Supplier List | List includes Sup#, name, address,contact Phone and fax |
| 1 | Project Info. | 7 | Job Log | Log for all important job actions-i.e. submittals, CO requests, letters, etc. |
| 1 | Project Info. | 8 | Submittal Log | Listing for all job submittal status (2 pages) |
| 1 | Project Info. | 9 | Booking Sheet | Form to give to super and sales which shows job information |
| 1 | Project Info. | 10 | Accounts Receivables | List of all accounts which balances due which have been billed |
| 1 | Project Info. | 11 | Billing Summary | List of jobs which have an active balance- will show current backlog |
| 1 | Project Info. | 12 | Billing Summary- Month | List of jobs showing how much has been billed in a given month |
| 1 | Project Info. | 13 | Billing Follow up | List of accounts payable with amounts and contact information |
| 1 | Project Info. | 14 | Contract History | Entry for adding change order amounts and descriptions |
| 2 | Client | Master Data Entry | Main entry for all client information- client ID auto assigned | |
| 2 | Client | 1 | Client List - Large | Listing of all customers including name, add, ph, fax and type |
| 2 | Client | 2 | Account List | List of all accounts and ID numbers |
| 2 | Client | 3 | Contact Report | List of all customers including name, add, ph, fax and type plus contact name |
| 2 | Client | 5 | Appointment Report | List of names, type,city, phone and contact with appointment dates |
| 2 | Client | 6 | Intro Letter- GC | Letter of introduction from your company |
| 3 | P&L Tracking | Est. Entry | Entry for all estimated material & labor; Workcode M or Workcode L | |
| must be filled in; NOTE: Ph Codes under Phase Code List, MUST be setup first | ||||
| 3 | P&L Tracking | 1 | Job List | List with job names and job numbers |
| 3 | P&L Tracking | 2 | Entry Code List | List showing the estimate codes, work codes, and entry codes; used for entering M&L in other modules |
| 3 | P&L Tracking | 3 | Phase Code List | Entry and listing of all phase codes |
| 3 | P&L Tracking | 4 | Supplier List | Listing of current suppliers |
| 3 | P&L Tracking | 5 | Material Estimate Report | Shows job no, name, phase code, entry code, mat'l desc, supplier, qty, total, when to order and if ordered |
| 3 | P&L Tracking | 6 | Material Purchased Checklist | Shows material, supplier, est qty and act qty purchased with PO number |
| 3 | P&L Tracking | 7 | Mat'l Item- Est vs Actual | Listing of material with codes and est qtys/dollars vs actual purchased qtys/dollars |
| 3 | P&L Tracking | 8 | Comparison Material Report | Listing of material with codes and est qtys/dollars vs actual purchased qtys/dollars vs actual |
| 3 | P&L Tracking | 9 | Mat'l Summary- Seq | Listing of material with codes and est qtys/dollars vs actual purchased qtys/dollars broken by Job sequence |
| 3 | P&L Tracking | 10 | Mat'l Summary- Ph | Listing of material with codes and est qtys/dollars vs actual purchased qtys/dollars broken by phase code |
| 3 | P&L Tracking | 11 | Mat Subm Checklist | Listing of a job material, supplier, and if literature has been received from supplier |
| 3 | P&L Tracking | 12 | Est. Code all jobs | Listing of jobs material with est qty, pricing, est code, phase code, and entry code |
| 3 | P&L Tracking | 13 | Labor Est. Hours | Listing of a jobs estimated labors hours by phase code- can be used as a worksheet by super.. |
| 3 | P&L Tracking | 14 | Labor Summary- Seq | Listing of a jobs estimated labor vs actual labor used with balances broken down by sequence |
| 3 | P&L Tracking | 15 | Labor Summary- Ph | Listing of a jobs estimated labor vs actual labor used with balances broken down by phase code |
| 3 | P&L Tracking | 16 | Labor Time- Est. vs Act | Estimated hours & days vs actual hours & days |
| 3 | P&L Tracking | 17 | Estimate Summary | List showing estimated labor and material costs broked down by phase code with totals |
| 3 | P&L Tracking | 18 | Perform. Summary | Shows each project's material and labor costs- estimated vs actual and balances |
| 3 | P&L Tracking | 19 | Detail (Perform. Summary) | Shows a project's material and labor costs- estimated vs actual and balances broken down by work code |
| 4 | Material | Entry for POs | Entry for material purchasing- must fill in entry code | |
| 4 | Material | Supplier Entry | Entry form for new supplier | |
| 4 | Material | Record Receipt | Form showing what has been towards a PO | |
| 4 | Material | 1 | Job List | Listing of all jobs with shipping addresses and jobsite phone numbers |
| 4 | Material | 2 | Vendor List | Listing of all entered vendors |
| 4 | Material | 3 | PO List | Listing of all purchase order written -to which job and amount; sorted by PO number |
| 4 | Material | 4 | Item List | Listing of all items purchased with unit prices and vendors sorted alphabetically |
| 4 | Material | 6 | Purchased by Job | Listing of each PO written against a job |
| 4 | Material | 7 | Purchased by PO | Listing of each PO |
| 4 | Material | 8 | Purchased by Vendor | Listing of each vendor and what POs were written |
| 4 | Material | 9 | Purchases by Part# | Listing of all purchases broken down by part number if there is one |
| 4 | Material | 10 | Purchases by Month | Summary listing for items purchase with costs broken down by month |
| 4 | Material | 11 | Purchase Order Detail | Lists all POs in detail form |
| 4 | Material | 12 | All POs | Listing of each PO detailed, broken down by PO |
| 4 | Material | 13 | Summary Totals- Month | Summary of all purchase orders written broken down by month |
| 4 | Material | 14 | Summary Totals- Job | Summary of all purchase orders written agains each job |
| 4 | Material | 15 | Record Report | Listing of each purchase order with quantities ordered and received |
| 4 | Material | 16 | CH1- Dollars Total | CHART- showing dollars purchased by month (can compare w/ previous years0 |
| 4 | Material | 17 | CH2- Purchase per job | CHART- showing quantity purchased by month (can compare w/ previous years0 |
| 4 | Material | 18 | CH4- Purchase by part qty | CHART- showing quantity purchased by quantity (can compare w/ previous years0 |
| 4 | Material | 19 | Freight Report | Listing of all POs and job numbers where freight was charged |
| 4 | Material | 20 | Purchase Order (form) | Purchase order form to be faxed or mailed to vendor |
| 5 | Labor | Labor Entry | Entry for labor hours, can calculate avg. crew rate from Avg. Rate Calc. in menu. Must fill in Entry Code | |
| 5 | Labor | Employee Entry | entry for all field employees including base rate and job titles. Must fill in Employee No. | |
| 5 | Labor | 1 | Employee Address List | List of all field employees names and addresses |
| 5 | Labor | 2 | Field Employee List | List of rates for all field employees |
| 5 | Labor | 3 | Job Title Rate List | List of rates for each job title |
| 5 | Labor | 4 | Daily Time Sheet | Report showing hours expended each day for a project |
| 5 | Labor | 5 | Daily Time Sheet w/ Costs | Report showing hours expended each day for a project with costs |
| 5 | Material | 5 | Account Shipping Add | Listing of shipping addresses for all active projects |
| 5 | Labor | 6 | Summary Hours per Week | Report showing hours expended each week for a project with costs |
| 5 | Labor | 7 | Labor Summary for All Jobs | Summary showing all hours expended broken down by job |
| 5 | Labor | 8 | Progress Report | Report showing weekly labor expended for specfic job |
| 5 | Labor | 9 | CH1- Labor by Week | CHART- showing labor expended per week |
| 6 | Vendors | Supplier Entry | Entry for vendor information | |
| 6 | Vendors | 1 | Supplier List | List of all vendor addresses and product types |