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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.

ON THIS PAGE YOU WILL FIND:

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HOW TO RUN JOB LIST 13

  • From the jobs list choose Jobs list with dimension settings (13)

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  • Your job list will be reformat to fields relating to Jobs list with dimension settings (13)

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EXPLANATION OF JOB LIST 13 DETAILS

There are a number of columns that can make up job list 13 - here is a 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

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

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

Value

/ Approved Price

Quotes

Quotes 
Displayed as a %

Schedule Progress

Total number of hours logged / total number of hours scheduled
Displayed as a %

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)
Displayed as a %

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:

  • Time logged to date

  • Creditor invoices/expenses registered to the job

  • Unsettled PO values

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.

info

This can be calculated either by:

  • Remaining hours assigned to users on tasks not yet marked as complete (irrelevant of date scheduled)

  • Only future scheduled hours

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

less

- Total Expected Spend

Total Expected Spend Hours

Actual Hours + Expected Hours

Expected Over/Underspend Hours

Price Quote Hours

less

- 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

Job Status

Indicates the current status of the job. It comes from the Status field in the job properties sidebar

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 13

Job list 13 contains many details for your reporting purposes.

Info

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 13

You can export job list 13 to create your own reports using WorkBook’s export grid data functionality.

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