How To : Work with the Summary
The Job Summary page displays the most important KPI?s for a project. The Job Forecast is an important part of the Summary, in order to have an up-to-date view on the numbers the Job Forecast has to be run by the user. The Job Forecast is calculated from the budget lines where the settings on the Budget card determine the details on the forecast.
- The Summary page is also available as a Job Task Summary and a Job Element Summary which basically displays the same data but then filtered on the Job Task resp. the Job Element.
- The Summary pages provide the following information:
- The General fast tab of the Job Summary page consists of 3 separate parts:
- The upper left part shows invoicing information based on the Job Contract Lines. The information is grouped per invoicing method and separated between the main contract and change orders for additional work, besides that a total is shown.
- The upper right corner shows the planned profit based on the budget and the forecasted profit based on the forecast.
- The lower half of the General tab shows the costs, grouped per cost types and separated in Budget, Actual, Estimate To Completion and Forecast as well as the Variances and the Progress of the costs. Budget information is based on the Job Budget lines and actuals are based on the Job Ledger Entries and since they are flow fields the information is always up to date. Estimate To Complete and Forecast are based on the latest set of Job Forecast lines.
- The General fast tab of the Job Summary page consists of 3 separate parts:
- The Currency fast tab shows the same information as the General tab but in a different, Invoicing, Currency as set for the Job
- The Labor fast tab shows the number of hours for Resources of the type Person as well as Machine (= Equipment)
- The Supply fast tab shows the values of the purchase - and production orders for the Job