Reporting > Job List 1

Job list #1 is the default job list for all advanced users of WorkBook. You can create many reports from the jobs module > jobs list simply by changing the jobs list view field. Job list #1 is the default job list view and can be used for getting a broad summary of your project's health.

ON THIS PAGE YOU WILL FIND:

ON THIS PAGE YOU WILL FIND:
1 HOW TO RUN JOB LIST 1 2 EXPLANATION OF JOB LIST 1 DETAILS 3 CONFIGURING JOB LIST 1 4 EXPORTING JOB LIST 1

HOW TO RUN JOB LIST 1

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 ensure the job list view is set to job list (1)

Your job list will reformat to WorkBook’s default job list (1)

EXPLANATION OF JOB LIST 1 DETAILS

There are a number of columns that can make up job list 1 - 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
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
Type	Comes from the Job Type field in the job properties sidebar
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 / Approved Price 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 #1 - it can only be updated in job list #2.
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. 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	Price Quote Hours less Total Expected Spend Hours
Expected Over/Underspend Hours	Actual Hours + Expected 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
Department/Profit Centre	Comes from the Department/Profit Centre 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

CONFIGURING JOB LIST 1

Job list 1 contains many details for your retainer reporting purposes. Use the modify grid functionality to configure job list 1 to suit your agency’s retainer reporting process.

EXPORTING JOB LIST 1

You can export job list 1 to create your own reports using WorkBook’s export grid data functionality.