Guides · Global Shop job cost report export
How to export job costs from Global Shop Solutions
Get a clean, one-row-per-job Global Shop Solutions export with estimated and actual costs, ready for margin analysis in Excel or MarginGuard, in about ten minutes.
By the MarginGuard team · FactoryEdgeAI · Last reviewed
- Which Global Shop Solutions report to start from, and what to avoid
- The exact columns to include, mapped to standard job-cost fields
- A worked estimate-vs-actual example using a real sample file
- Free sample CSV you can download and compare against
The problem
Global Shop Solutions already records what each job was estimated to cost and what it actually cost. Getting that into a form you can analyze across all jobs is where shops lose time: picking the right report, getting one row per job instead of one row per operation, and making sure revenue, estimated cost, and actual cost all come through. Estimated cost is often only available as a total while actuals come by FLOOOM category. That's fine: MarginGuard computes margin erosion from the totals and shows which actual categories are largest, then flags that category-level variance needs estimated components too.
What to measure
A usable export has one row per job with at minimum: job number, customer, revenue, and estimated and actual cost (totals or by category). With those, you can calculate margin erosion per job (estimated margin minus actual margin) and see which cost categories drove it. The table below shows exactly which Global Shop Solutions columns to include.
How MarginGuard helps
Upload the export to MarginGuard and pick Global Shop Solutions as the source. The Global Shop Solutions preset recognizes the column names below, shows a readiness score before anything is saved, and blocks unsafe multi-row files instead of guessing. No API, ERP credentials, or IT project is needed.
Next step: sign up, load the demo, or compare plans.
How to get started
- Step 1Open Job Cost Analysis or a WIP dashboard
Use Job Cost Analysis, Open Jobs, or a WIP dashboard that lists one row per work order with sales and cost totals.
- Step 2Include FLOOOM components when available
Add Freight, Labor, Overhead, Outside, Other, and Material actuals. If only totals are available, Estimated Cost and Actual Cost still produce margin variance.
- Step 3Export to Excel
Use the grid's one-click Export to Excel. Make sure rows are work orders, not operations.
- Step 4Upload to MarginGuard
Integrations → Import → Global Shop → upload. FLOOOM columns map automatically to MarginGuard cost categories.
Common mistakes
Estimated cost is often only available as a total while actuals come by FLOOOM category. That's fine: MarginGuard computes margin erosion from the totals and shows which actual categories are largest, then flags that category-level variance needs estimated components too.
Other ERP export guides
Using a different system? See the JobBOSS² and E2 Shop System guides, or the general CSV import guide for any ERP or spreadsheet.
| Global Shop Solutions column | Job-cost field | Notes |
|---|---|---|
| Work Order | Job Number | Required. One row per work order. |
| Customer | Customer | Required. |
| Sales | Quoted revenue | — |
| Estimated Cost | Estimated total cost | Totals are fine if components aren't exported. |
| Labor · Overhead · Material · Outside Services · Freight · Other | Actual cost by FLOOOM category | FLOOOM = Freight, Labor, Overhead, Outside, Other, Material. |
| Actual Cost | Actual total cost | — |
| Status · Due Date | Status · due date | Optional. |
| Line | Estimated | Actual | Variance |
|---|---|---|---|
| Total cost | $8,900 | $9,090 | $190 |
| Margin | $3,600 (28.8%) | $3,410 (27.3%) | −$190 erosion |
Revenue $12,500. Estimated cost is a total in this export; actual is the FLOOOM sum (labor $3,100 + overhead $2,100 + material $3,350 + outside $420 + freight $120).
Downloads
- Global Shop Solutions sample export (CSV)
Fictional jobs with real-world column names. Compare your export against it.
- MarginGuard universal template (CSV)
Every supported column, if you build the file by hand.
FAQ
- What is FLOOOM in Global Shop?
- Freight, Labor, Overhead, Outside, Other, Material, which is how Global Shop groups job costs. MarginGuard maps each to its own cost category.
- Can I import with only total estimated cost?
- Yes. You'll get margin erosion per work order. Category-level variance appears when estimated components are included too.
- Should rows be work orders or operations?
- Work orders. Operation-level rows repeat the work order with totals and are blocked to prevent double-counting.
Related MarginGuard pages
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MarginGuard is the profitability layer. Pair it with the rest of the FactoryEdgeAI family when you need alarms or machine monitoring too.
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- Machine Monitor
MTConnect machine monitoring for utilization and status — pair with MarginGuard when you want contribution, not just busy spindles.
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