Purpose

The Job Itemized Tracking screen is used to capture, track, and monitor job-specific costs or quantities.

It allows users to:

• Enter non-production job costs (e.g., outsourced engineering, rentals, specialty services)
• Track budgeted vs. actual amounts at a detailed item level
• See real-time percent complete and remaining budget
• Maintain an audit trail of individual transactions

*Note – You must set up the configuration screen before you start using this screen Link below.
https://helpdesk.concretevision.com/support/solutions/articles/11000135257-itemized-items-configuration

Accessing The Screens:
 Job Itemized Tracking can be accessed in 2 locations.

1. Job Information Page > Documents Tab > Job Itemized Tracking Tab
2. Jobs > Project Documents > Job Itemized Tracking Tab. This screen allows you to see all jobs and their progression. (Recommended)

Job Itemized Tracking Entry

 Step 1 – Enter the Itemized Item to be tracked.

Important: Items must already be configured in the system before they appear here.

Select Item in the dropdown in step 1 on the screenshot below. Then click the + button. You can add the estimated value before or after you add the item to be tracked.

Step 2: Enter Transactions 
 On the screenshot, you will see step 2. This is where you enter transactions against the Itemized Item Header that you set up in step 1.

Enter Date

• The date the cost or quantity is incurred.
• Typically matches the invoice date or work date.

Select Item # (Dropdown)
 Select the Itemized Item you want this transaction enter the transaction on.

Enter Amount
 Quantity or dollar amount being entered.

• Example:
  • Engineering Hours → enter number of hours
  • Rental → enter dollar amount

Add New

• Click Add New to add the entry to the grid below.
• The system immediately updates totals and percentages.

Common Use Cases

• Track outsourced services not tied to production
• Monitor rental equipment costs
• Capture lump-sum or invoice-based charges