You can create many reports from the jobs module > jobs list simply by changing the jobs list view field. Job list #13 can be used for getting a broad summary of your project's health by dimension. All job-enabled dimensions can be added to the grid.
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HOW TO RUN JOB LIST 13
Go to From the jobs module > jobs list > filter your jobs list according to what you want to see in your report e.g. client/client group and project
Click apply
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Once the job list has been filtered change the job list to status report choose Jobs list with dimension settings (13)
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Your job list will be reformat to WorkBook’s status report (2)
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to fields relating to Jobs list with dimension settings (13)
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EXPLANATION OF JOB LIST
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13 DETAILS
There are a number of columns that can make up job list 2 13 - here is a break down breakdown of the column headers and their definitions.
COLUMN NAME/S | DEFINITION |
Client | The client the job belongs to |
Project | The grouping, campaign or project this job belongs to. It comes from the Project field in the job properties sidebar |
Job No. | WorkBook job number |
Job Name | Indicates the name of the job |
Created | Date the job was created |
End Date | Indicates the |
job’s end date |
. It comes from the |
End Date field in the job properties |
sidebar | |
Project Manager | Indicates the project manager assigned on this job. It comes from the Project Manager field in the job properties |
sidebar | |
Account Manager | Indicates the |
account manager assigned on this job. |
It comes from the |
Account Manager field in the job properties sidebar |
Client Contact | Indicates the |
client contact assigned on this job. It comes from the |
Client Contact field in the job properties sidebar |
Status
Is a free text field where you can write notes on the current status of the job
Production Status
Comes from the Production Status field in the job properties sidebar
Production Statuses need to be setup in advance by a system administrator in Settings > Projects & Jobs
Next Step
Company | The WorkBook company the job belongs to |
Billable | There will be a tick in the field to indicate the job is billable |
Reference Key | The reference key field is sometimes used as part of the implementation process when jobs are imported into WorkBook. It comes from the reference key field in the job properties side bar > job finance settings |
Client PO no. | Comes from the client PO number field in the job properties sidebar |
Next Step Date
Comes from the Next Step Date field in the job properties sidebar
Internal Note
Comes from the Internal Note field in the job properties sidebar
Manager
Comes from the Project Manager field in the job properties sidebar
Client Contact
Comes from the Client Contact field in the job properties sidebar
Quoted
Total value of all Price Quotes on the job (except for canceled Price Quote)
Expenses
Total sales value of time logged to date + any creditor invoices registered to the job + any unsettled POs
Price TO Progress
Expenses divided by Quoted multiplied by 100 and shown as a percentage
Schedule Progress
Total number of hours logged via timesheets divided by the total number of hours that has been scheduled multiplied by 100 and shown as a percentage
Evaluated Progress
Allows you to add in your own percentage on how far you think you are through the job
Public
Allows you to include/exclude jobs on Status Report (10) or Status Report with Gantt Chart (180) - a tick in the check box means it will appear on the report
Type
Comes from the Job Type field in the job properties sidebar
Company
Client PO no.
Currency | The displayed currency of the current user All the other currencies created/incurred on the job will be converted into the user’s displayed currency using the rate defined under the exchange rate tables. This is only for displaying purpose. WorkBook still maintain the original currency value set on the transaction. |
Price TO Progress | Actual Sale / Approved Price Quotes |
Schedule Progress | Total number of hours logged / total number of hours scheduled |
Evaluated Progress | Comes from the Evaluated Progress field in job list #2 and shown as a percentage This is not editable in job list #13 - it can only be updated in job list #2 or the job properties sidebar |
Cost To Progress | Current cost of the job / total cost approved price quotes Displayed as a % |
Invoice To Cost | Actual Sale (to date) / Invoiced (to date) |
Price Quotes | Total value of approved Price Quotes on the job or all Price quotes on a job, depending on system variable #1051 |
Price Quote Hours | Total number of hours on time based items on approved Price Quotes on the job or all Price quotes on a job, depending on system variable #1051 |
Actual Sale | Total sales value of:
|
Actual Sale Hours | Number of hours recorded on the job to date via timesheets |
Actual Cost | Total cost value of time and expenses logged to the job. |
Invoiced | Total amount invoiced to date on the job (approved invoices) |
ETC Hours | The number of future hours scheduled. |
Expected Hours | Expected hours still to spend on the project. This can be calculated either by:
This setting is determined in the Job KPI view. |
Expected | Sale value of expected future hours. |
Total Expected Spend | Actual Sale + Expected |
Expected Over/Underspend | Price Quote Value - Total Expected Spend |
Total Expected Spend Hours | Actual Hours + Expected Hours |
Expected Over/Underspend Hours | Price Quote Hours - Total Expected Spend Hours |
Total Adjustment | Cumulative sum of all WIP adjustment values on the job |
Expenses after Adjustments | Total sale +/- adjustments |
Tags | Shows the tags that have been assigned to the job. It comes from the Tags field in the job properties sidebar |
Last review
Comes from the Last Review field in the job properties sidebar
Job Status | Indicates the current status of the job. It comes from the Status field in the job properties sidebar |
Display Currency
The displayed currency of the current user
All the other currencies created/incurred on the job will be converted into the user’s displayed currency using the rate defined under the exchange rate tables.
This is only for displaying purpose. WorkBook still maintain the original currency value set on the transaction.
Code 01, Code 02, Code 03,
Code 04, Code 05
If you need additional fields in your status report, you can add 5 new text fields using these codes and system variable 1052 allows you to create names for these fields
Costing Code | Costing codes applied to the job Costing Codes need to be setup in advance by a system administrator in Settings > Costing Code |
Dimension(s) | All job dimensions that are enabled are available as individual columns |
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CONFIGURING JOB LIST
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13
Job list 2 13 contains many details for your retainer reporting purposes. Use the modify grid functionality to configure job list 2 to suit your agency’s retainer reporting process.
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For more information on how to use the modify grid functionality refer to the grid view reporting article. |
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EXPORTING JOB LIST
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13
You can export job list 2 13 to create your own reports using WorkBook’s export grid data functionality.
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