Before you start
Prerequisites and permissions
Have ready
- Access to the Job and the required financial capability.
Access rules
- Cost, margin and financial review remain hidden without financial access.
Where to find it
Navigation map
- Estimates
- Job → Estimates
- Actual costs
- Job → Actual costs
- Variance
- Job → Variance
Walkthrough
Step by step
- 01
Classify the work scope
Use the correct Job, Stage and Task context before recording planned or actual values.
- 02
Keep evidence types separate
An estimate is planned evidence. Time, materials, expenses and other actual costs remain recorded facts with their own source details.
- 03
Read variance from one synchronized snapshot
Treat unavailable or incomplete profit as unavailable. Do not infer margin when required cost or revenue evidence is missing or from another currency.
Troubleshooting
If something does not look right
Profit or variance is unavailable.
Check currency and evidence coverage. Record missing authorised costs or revenue facts rather than inventing a value.
Keep going