Project fee proposal report
This report provides a structured financial overview of a project by combining estimated labor costs and budgeted expenses. It is designed to support proposal generation by presenting projected totals based on task estimates and billable budgeted expenses.
The report aggregates information at different levels depending on the selected filters, allowing users to analyze costs by task, labor category, expense category, or other dimensions. It reflects planned values only and does not include actual recorded data.
Filters
How filters work in the Project Fee Proposal report
| Filter | Description |
|---|---|
| Projects | Select the project to generate the report for. The report is based on the selected project and its related data. |
| Split columns by | Defines how the report columns are divided: Nothing (consolidated view), Subprojects, or Job phases. |
| Tax | Applies the selected tax rate (e.g., VAT 20% or VAT 0%) to the final total. |
| Labor group by | Defines how labor data is grouped: Task or Labor categories. |
| For labor details use | Determines how labor values are displayed: Amounts only, Amounts + Total hours, or Hours only. |
| Exclude tasks with price = 0 | When enabled, tasks without estimated price are excluded from the report. |
| Expenses group by | Defines how expenses are grouped: Expense category, Product type, or Do not group. |
| Display 'Quantity' column | When enabled, includes the quantity column in the expenses section. |
| Address format | Controls whether and how the address is displayed: No, Yes - Short format, or Yes - Long format. |
Columns retrieved
Explanation of the information displayed in the report.
Labor section
| Column Name | Description |
|---|---|
| Labor categories / Task | Displays either individual tasks or grouped labor categories, depending on the selected filter. Includes a dedicated row for "Task without labor category" when applicable. |
| Total hours | Sum of estimated hours for the task or category. |
| Rate | Rate applied based on the labor category or task configuration. |
| Total | Calculated cost based on hours and rate or based on estimated price if defined. |
Expenses section
| Column Name | Description |
|---|---|
| Expense category / Item | Displays expense grouping or individual items depending on the selected filter. |
| Quantity | Quantity associated with each expense (if enabled). |
| Total | Total cost of the expense entry. |
Totals section
| Column Name | Description |
|---|---|
| Subtotal | Combined total of labor and expenses before tax. |
| VAT | Tax amount calculated based on the selected tax rate. |
| Total | Final total including tax. |
Calculations & logic
- Labor values are calculated using:
- Estimated hours and labor category rate, or
- Estimated price when explicitly defined at task level
- If a task has an estimated price, that value takes precedence over calculated values.
- Tasks without a labor category are grouped under a dedicated row labeled "Task without labor category" to ensure all data is represented.
- Expenses include only budgeted expenses marked as billable.
- Expense totals are calculated based on their defined values and grouped according to the selected option.
- Subtotal is calculated as: Labor total + Expenses total
- VAT is applied to the subtotal based on the selected tax rate.
- Final total is calculated as: Subtotal + VAT
Export options
The report can be exported using the buttons at the top right corner:
- Print: Opens a print-friendly version of the report.
- CSV: Downloads the data as a CSV file.
- PDF: Exports the report to PDF format.
- Excel: Exports the report to Microsoft Excel format.