Job Summary

The Job Summary gives you a powerful reporting tool that is a real-time summary panel of a Work Order (WO) or Sales Order (SO). The Job Summary shows a Detail view, Planning, Timekeeping and Costing summary.

Discover Job Summary

The Job Summary side-panel consists of five tabs:

  1. Detail
  2. Planning
  3. Costing
  4. Timekeeping
  5. Transactions

Navigation

Main Menu > Production > Job Summary

Note

  • You can view the Job Summary for a Work Orders or Sales Orders by selecting WO or SO from the filter drop down list. Enter the WO or SO number and click View (see image below). However you can open the Job Summary from the Work Order or Sales Order modules, then the relating data will be displayed automatically.
  • You can open the Work Order or Sales Order from the Job Summary side-panel by simply clicking on the Menu button and select Open Order.

1. Detail

This tab shows the Job's Work Order number, Date, Status, Category, Reference and Quantity. It also gives a breakdown of Costing, Estimated, Actual and Variance values. Progress through the Production cycle is shown, as well as a Timekeeping Summary.

The percentage areas 1,2 & 3 indicate the following:

1. The breakdown of Costs, Profits, etc. based on Estimated values. Total = 100%

2. The breakdown of Costs, Profit, etc. based on actual costs. Total = Invoiced = 100% (Percentages only appear once job is invoiced)

3. The Variance between Est. and Actual.

2. Planning

This tab appears if the Job is in Production, and shows a summary view of the Planning Board stages. This also allows you to set a Due Date for the Job.

The Planning tab has its own Menu button providing the following functionality:

  • View Planning Board - This will open the Planning Board and highlight the selected Task.
  • Set Task Due Dates - This allows you to set the Task Due Dates.
  • Re-create Task - This will re-create a Task. When re-creating Tasks, all the data linked to the existing Task will be lost.

By right-clicking on a Task, you can Copy or Delete Tasks, as well as change Statuses.

Find more about Planning in the Planning Board module.

3. Costing

This tab shows a more detailed view of the Job's costing - listing Material and Services by Estimated, Actual and Variance. This tab also lists the linked Materials and Services.

4. Timekeeping

This tab shows the time logged against the Job by the Timekeeping module or Tracker, and lists it by Type, Date, Item, Cost Centre, Code, Operator and Hours.

Find more about Timekeeping in the Timekeeping module.

5. Transactions

This tab shows the linked Transactions to this Work / Sales Order.