Job Trades Summary - Screen Guide

Job Trade List (Budget View)

The Job Trade List page displays all trades (or cost codes / reference codes depending on view) for a job, along with their associated budgets, variations, and financial performance. It is the a workspace for viewing trade-level budgets and costing.

Navigation & Access

Job → Open Job → Job Trades

This page opens within a job and shows all associated trades and their budgets.

Grid Overview

The Job Trade grid displays financial and operational data per trade.

Column	Description
Trade ID	Unique identifier for the trade
Description	Trade or work description
Original Budget	Initial allocated budget for the associated trade
Variations & PS Overspends	Approved variations and overspending
Provisional Sums	Sum of provisional items assigned to the trade
Total Adjusted Budget	Final adjusted trade budget
Is Provisional Trade	Indicates if trade is provisional
Active for Timesheets	If a trade is active for timesheets, timesheet users will see this trade in their selection menu when entering times.

A totals row is displayed at the bottom summarising all financial values for each column.

View Options

The grid view can be switched using:

View By: Trade
View By: Cost Code
View By: Reference Code

Changing the view reorganises how the data is grouped and displayed, can be helpful if you want to check the job overview by coding rather than trade.

Toolbar Actions

Open – Opens selected trade budget
Edit – Modify trade details such as name or whether it is active for timesheets (Trade ID is system generated)
New – Add a new trade (trades cannot be deleted, keep this in mind when adding new trades)
Refresh – Reload data

Additional functions include:

Select All / Unselect All trades (Used to quickly enable/disable all trades for "active for timesheets")
Create purchase orders from selected trades (when supplier is selected on trade detail lines, use this to quickly create purchase orders for all line items in the trade)
Show Column Chooser (show/hide columns - Drag a column into/from the chooser)
Save Layout (save your column width/page size selections)

Export Options

Export to PDF
Export to DOCX
Export to RTF
Export to XLSX

Key Actions & Behaviour

Double-click a row to open the trade budget
Select multiple trades for bulk actions
Trades can be activated/deactivated for timesheets
Purchase orders can be generated for selected trades (If suppliers are set for each detail row)
Grid refreshes dynamically based on selected view

Pagination & Display

Supports paging (e.g. Page 1 of X)
Adjustable page size (10, 20, 30, 50, 100, 200, All)
Scrollable grid for large datasets

Tips

Use “View By” to analyse budgets from different perspectives
Regularly monitor adjusted budgets for cost overruns
Use bulk selection to speed up purchase order creation
Keep trades active only when required for timesheets
Save your preferred layout for efficiency