What is the Baseline and Financial Progress

The baseline is a "snapshot" of the order at that moment in time.

It is a  report that compares a previous baseline with the order in its current status can also be printed.

Baseline points can be used to compare how a job is doing over a period of time and the final quantity, cost, selling price and gross profit percentage.

The Financial Progress Button can be found at the top of the Baseline screen.  It can be viewed for an Order, a Billing Group or a CMM Project. 

Here are some notes on the Baseline and Financial Progress features.  If you want more details, go to Baselines and Financial Progress

• A Baseline does not need to be created to view the the Financial Progress screen.
• Financial Progress includes Original Orders and their related Change Orders, Overages, Add Ons and Credit Memos.
• Change Orders will never be included in the Baseline.
• The Baseline plus the Change Orders do not always add up to the current total. Users can change the original order the baseline was created on.
• Billing Group Change Orders Column only displays when viewing in Billing Groups
• Service Line Cost is based on Service Lines. Actual Service Cost is based on Provider Records.
• Expenses are broken out into material, service, overhead, freight, load, expenses and use tax.
• Sales are broken out into material, service and miscellaneous charges.
• Payment Information includes Delivered, Retainage, Payments, Discounts and Balance Due.
• Finance Charges are included in the Current Balance and Total Balance in the Payment Information.
• Claims are NOT included.
• If the Gross Profit is Negative, then it will be displayed in red
• CA Recycle Fees are in the Fees row. Total posted includes the CA Recycle Fees.
• Add Ons, Credit Memos and Overages display separately at the bottom
• The password for this button on the Billing Groups screen and in Commercial Project Manager will be picked up from the password set on the Browse Orders screen.