Financial Markups in custom reporting/CO Logs
In custom reporting on Change Order line items, financial markups are spread within the cost line items as opposed to being a separate line item detail with the applicable cost codes. Would like to maintain the line item ROMs and PPCO Amounts to not include Markups and show them separately
Thanks for the feedback! Our team will review your suggestion and I will update this ticket if we proceed.
Emma Meyer commented
Currently, it is required to pull in CO's to the custom report in order to see the markup included in the Change Event value. I'd like to report on the markups added to the change event without having to include CO's on the report.
Mikki Aykroyd commented
Need to be able to build a report that lists the PCO markups as separate line items and not just lumped into the scope line item.
Alex Rafalovich commented
please add financial markups to custom reporting including fee, bond, and insurance.
Dominick Scalco commented
I would like to echo the feedback here - currently a zero dollar PCO with vertical markup is having markup added to the line items in the custom reporting that makes the reporting unusable for us.
Agnes Simac commented
I would like to be able to choose to include or exclude the financial markup from the budget. Currently if no cost code is assigned, Procore creates a line for it as a non-budget line item and adds it to the budget. The budget is an estimated cost of completing a project and the markup is technically profit. With the ERP integration with Sage 300, Sage recognizes the difference and only adds the amount to the contract not the estimate. This causes the softwares not to match up.I have been offered a work around to create a separate cost code to catch this however, this cost code will alter Sage and the current custom reports we use. Not a viable option at this time. As Sage is the one we have to use for our financials to date.
Brian Peters commented
I would like to be able to filter the PCO's by cost code in a custom report. Basically be able to run a report that filters PCO's tied to contingency / etc.
Eric Roach commented
I would like to see a column that will pull the financial markup fields from either the PCO or PCCO.
Roger Hammonds commented
We need a column that will pull the financial markup fields from either the PCO or PCCO.
Raena Cunningham commented
Report - Change Event Line Item Details 'tool'
Be able to pull in the Prime Contract Financial Markup into this CE Report that is showing Rev ROM.