Production Analysis Report

4 min read

Available now on Beta, This feature is in beta testing and will roll out to everyone soon.

What is this?

Production Analysis shows what your crews built and what it cost. It compares the expected dollars for the work done with the actual dollars spent. You group the numbers by project, cost code, foreman or time period. Two charts and a table update together as you change the view.

The Production Analysis report with the Expected vs Actual chart, the CPI chart and the table

Who's this for?

Project managers, to see which projects and cost codes make or lose money.
Superintendents, to compare production across foremen and weeks.
Estimators, to check field results against the budget rates.

How to use it

Step 1: Open the report

Go to Insights > Reports > Production Analysis. Pick the dates with the date chip, for example October.

Production Analysis with the search box, Data Structure, Filters and date chips

Step 2: Choose how to group the numbers

Click Data Structure. Check the levels you want: Project, Cost Code, Pay Item, Foreman, Month, Week or Day. Drag a level to change its order, then click Save.

The Data Structure list with Project and Cost Code checked

Step 3: Filter the report

Click Filters to narrow the report by Project or Foreman. Use How Expected $ Is Counted to pick Standard or Lump Sum.

The Filters panel with Project, Foreman and How Expected $ Is Counted

Step 4: Read the charts

Expected vs Actual shows expected and actual dollars for each period. The CPI chart ranks the first level of your Data Structure, from worst to best.

The Expected vs Actual chart beside the CPI by Project chart

Step 5: Open a row in the table

Click the arrow beside a project to see its cost codes. Each row shows quantities, dollars, Variance and CPI.

The table with 10004 Lynchburg Shop open to show two cost codes

The full details

Unit: the unit of measure for the cost code, for example CY, TON or LF.
Budget Qty: the quantity the budget plans for the cost code.
Quantity: the quantity reported in dailies for the dates you picked.
To Date: the total quantity reported so far.
% Complete: the share of the budget quantity that is built.
Expected: what the work done is worth at the budget rate.
Actual: what the work cost, from the dailies.
Variance: Expected minus Actual. Green is under budget, red is over budget.
CPI: Expected divided by Actual. Green at 1.00 or more, red below 1.00.
Standard: every unit installed earns its budget rate.
Lump Sum: a cost code stops earning once its budget is used up.
Grand Total: the totals for everything in the report.
Quantity Produced: people who cannot see costs get this chart instead of Expected vs Actual.
Download: click the download icon at the top right and choose .xls or .csv.