Jobs List 13 - Jobs List WIth Dimension Settings (13)

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 health by dimension. All job enabled dimensions can be added to the grid.

ON THIS PAGE YOU WILL FIND:

HOW TO RUN JOB LIST 13

Go to 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

Once the job list has been filtered change the job list to status report (13)

Your job list will reformat to WorkBook’s status report (2)

EXPLANATION OF JOB LIST 2 DETAILS

There are a number of columns that can make up job list 2 - here is a break down 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
Start Date	Indicates the start date of the job. It comes from the Start Date field in the job properties side bar This is usually the same as the creation date unless it has been manually changed in the job properties side bar
Delivery Date	Indicates the delivery date of the job. Comes from the Delivery field in the job properties sidebar
End Date	Indicates the job’s end date. It comes from the End Date 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	Comes from the Next Step 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	The WorkBook company the job belongs to
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
Client PO no.	Comes from the client PO number 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 need to be setup in advance by a system administrator in Settings > Costing Code

CONFIGURING JOB LIST 2

Job list 2 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.

For more information on how to use the modify grid functionality refer to the grid view reporting article.

EXPORTING JOB LIST 2

You can export job list 2 to create your own reports using WorkBook’s export grid data functionality.

For more information on how to use the export grid data functionality refer to the grid view reporting article.