Branch Planner and Profit Projections

Transcription

1 Branch Planner and Profit Projections In an attempt to streamline the job planning process, beginning March 1, 2017 the active job list section of the Branch Planner will be discontinued. This process has been incorporated into NetSuite. The projection tab in the job record has been renamed to Planner. Under the Planner tab, the old projection section has been discontinued and replaced with a new transaction based projection. This method will allow the job to be projected over multiple months. Each month will have its own entry. Once a job is created and saved, you are to select Planner from the center tabs of the job. You will then enter the projected billing month of the job. If the job will require billing in more than one month, you will need to enter a separate projection for that month. Instead of entering projections for the total expected revenue and cost, you will now enter the projections by job phase, same as the Branch Planner. To review the status of your billed and unbilled jobs for each month, new saved searches have been created to track job status. You can reference either the HC Planner Summary or HC Planner Summary by Phase searches to choose the period of transactions for review. The resulting list will allow you to enter each job s projected revenue and cost by the projected billing month date. As the job information in the planner section is updated daily, you will have an ongoing revenue and gross profit projection by job phase. The corporation will still perform a snap shot of the company s projected revenue and gross profit at 12:00 PM (CST) on the 20 th of each month. If the 20 th falls on a weekend or holiday, projections will be tallied the next business day. 3/1/2017

2 Once a job is created and saved, select Planner, then New Job Projections as Shown Below This section will no longer be seen. Use this View

3 This screen appears. Enter the projected Billing Month Date, then enter the appropriate phase revenue and cost amounts. Once finished entering the projection, select the Save button. If the job is expected to have billing in other months, select Save & New then enter the appropriate projected Billing Month Date repeating the steps listed above. Each month s projection will have its own entry.

4 HC Planner Summary Use this saved search to review status of jobs You can alter your results according to the filters you select. When you click on the desired period a detailed list of your projected jobs will appear. Select and the Planner for March 2017 will appear

5 What appears is similar to the old Branch Planner columns. This sample display is broken into three sections due to its length. Jobs can be filtered or Sorted by Job Status Jobs with one of the below listed Statuses will be flagged

6 A wider view of the Planner Summary Note that you can change the Billing Month Date, Add Comments, Revenue and Cost Amounts from this search list. You cannot change the job status field under the Planner Summary.

7 Since the Job can be Projected for several months, the Job Status cannot be edited from the Planner Summary. However, you can edit the Job Status from the Job List search without having to Open and Edit each Job.

8 Below is the HC Planner Summary Corporate will take their Snap Shot from this report on the 20 th of each month. Notes: 1. A Projection Entry must be created for each Projected Month of Job Billing. 2. The NetSuite HC Planner Summary saved search will replace your Branch Planner spreadsheet for Job Reviews. 3. The NetSuite HC Planner Summary projection amounts must be updated as Job Invoices are completed. 4. The NetSuite HC Planner Summary save search will be used by Corporate to tabulate Monthly Branch Projections. All jobs invoiced and/or projected for the stated period will be calculated. 5. Branch Managers can pull the Job Phase Totals to complete the Original Branch Planner Statement tabs. 6. It is suggested to use both the HC Planner Summary and the Job List during weekly branch meetings to Plan and Update Jobs. 7. The report HCSG Projections incls jobs billed w/closed status, saved search HCSG Projections for Branch Planner and HCSG Projections (excludes billing on jobs w/closed status) will no longer be available.