Large installation jobs can run for months, and sometimes years. Labor changes as different crews move through the project. Materials are purchased at different stages. Vendor invoices continue to come in, billing happens over time, and the original estimate gradually becomes an actual job with actual costs.
A project manager has to keep all of those pieces straight and still be able to answer a basic question: Where does this job stand right now?
PZ gives project managers the information to review active jobs regularly, see what has changed, and decide where something needs attention while the work is still underway.
Give Project Managers Something They Can Work With
A project review shouldn’t depend on someone spending hours pulling information together first.
As work moves through PZ, the system captures the operational and financial activity connected to the job. Costs are entered, technicians record time, materials move through purchasing and inventory, billing progresses, and sales and costs are recognized according to the company’s accounting processes.
PZ brings those pieces together so the project manager doesn’t have to build the picture manually.
That makes it practical to review jobs every week, every day, or whenever something changes. Project managers can see where jobs stand, identify areas that need a closer look, and make decisions while there is still time to adjust.
One Report Can Answer a Lot of Questions
The PZ Job Production Report gives project managers a high-level view of active installation jobs and can serve as the starting point for a regular project review.
Depending on the job and your reporting setup, that view can include:
- Sales Estimate
- Cost Estimate
- Projected Margin
- Sales Recognized
- Billings in Excess
- Total Billings
- Current Cost
- Gross Profit Percentage
- Cost Percentage Complete
- Sales Recognition Available
- Billings Available
- Monthly Cost Estimate
- Monthly Sales Estimate
- Monthly Actual vs. Estimate
For a project manager sitting down to review several active jobs, that is a lot of information in one place. It can help the team see which jobs are progressing as expected, where margins have shifted, which projects may be ready for additional billing, and where someone needs to take a closer look.
Drill Down When You Need the Why
Sometimes the Job Production Report gives you everything you need. Other times, a number raises another question.
Many values within the report link to more detailed job reporting. A project manager can drill into reports such as Job Actual vs. Estimate or Job Cost All-in-One to see what is behind the summary number.
From there, the information can be traced further when necessary, all the way down to the underlying transactions.
That matters when a project manager sees an unexpected material cost, a change in margin, or labor running differently than estimated. Instead of waiting for someone else to research the number and bring an answer back later, the information is available to investigate while the team is already reviewing the job.
Everyone Can Work From the Same Job
Installation projects involve more than project management. Accounting, billing, operations, technicians, and leadership may all contribute to the same job, and each group may care about a different part of it.
PZ gives them a common set of underlying information to work from.
A project manager can focus on margin and progress. Accounting can look at costs, billing, and recognition. Leadership may want the larger financial picture. When they meet to discuss a job, they can also review the same information together and drill deeper when something needs explanation.
That makes a project meeting much more useful. The conversation can focus on what the numbers show, what has changed, and what the team wants to do next.
The Information Is Already Connected
PZ can provide that level of job visibility because the installation project isn’t isolated from the rest of the system.
The field activity, purchasing, inventory, billing, job costing, and accounting processes all contribute information to the same job. The reports pull those pieces together and turn them into something a project manager can actually use.
Large installation jobs will always have a lot of moving parts. Keeping track of them shouldn’t require building the financial picture from scratch every time you need it.
PZ collects the information, connects it, and turns it into something usable.
Want to see how PZ helps project managers stay on top of active installation jobs? Contact our team to schedule a demo.