Reporting > Job List 1
- Kye Hush
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.
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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 |
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 #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) |
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 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.
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