- 25 Jan 2023
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Job Dashboard Breakdown
- Updated on 25 Jan 2023
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The Breakdown section summarizes job costs as shown below. The line for material costs is shown with hyperlinks that can be selected to display the Job Dashboard Materials Search List screen to provide additional details on material costs.
Clicking on the $69.00 hyperlink displays
In the Job Dashboard Materials Search List screen, a Substitution column is provided containing a checkmark if the item purchased was not on the original estimate.
The following table summarizes the values shown in the Breakdown section.
Field | Description |
---|---|
Estimated Column | |
Estimated Labor Cost | Sum of estimated labor cost for the opportunity. |
Estimated Overtime Labor | Sum of overtime labor hours. |
Estimated Material Cost | Sum of the estimated material cost for the opportunity. |
Estimated Equipment Cost | Sum of the estimated equipment cost for the opportunity. |
Estimated Sub Cost | Sum of the estimated sub cost for the opportunity. |
Estimated Other Cost | Sum of the estimated other cost for the opportunity. |
Estimated Labor Hours | Sum of estimated hours for the opportunity. |
Estimated Overtime Labor Hours | Sum of estimated overtime labor hours. This value will normally be zero. |
Cost Column | |
Actual Labor Cost | Sum of actual labor cost for the opportunity. |
Actual Material Cost | Sum of the actual material cost for the opportunity. |
Actual Equipment Cost | Sum of the actual equipment cost for the opportunity. |
Actual Sub Cost | Sum of the actual sub cost for the opportunity. |
Actual Other Cost | Sum of the actual other cost for the opportunity. |
Actual Labor Hours | Sum of actual hours for the opportunity. |
Overtime Cost | Sum of the Overtime pay for the opportunity. |
Overtime Hours | Sum of the Overtime hours for the opportunity. |
Variance Column | For each line, these values represent the difference between the estimated value and the actual value. |
% of Job Column | These values represent the percent of the estimated cost for the line to the total estimated cost for the work order. For example, for labor, the value represents estimated labor cost divided by the total estimated cost. |
% of Budget Column | These values represent the percent of the actual cost to the budgeted cost for the line. For example, for labor, the value represents actual labor cost divided by estimated labor cost. |
Gantt Chart
Aspire provides the ability to display Gantt charts that represent an overview of the work being performed on work orders. Gantt charts are provided at two different levels:
- Opportunity – Shows the opportunity, work tickets, milestones, and all activities. It is available from the Job Dashboard by selecting
- Work Ticket – Shows the work tickets, milestones, and all activities. It is available by clicking the Gantt chart option in the menu available from the Action icon in the footer of the Work Ticket screen.
From the Opportunity screen for work orders that have been won, you can select the Job Dashboard option from the Reports menu. The Gantt drop-down on the Job Dashboard provides the Gantt Chart for the work order.
The Gantt chart is generally divided into two areas: Labels on the left, and bars representing the timing of various project elements on the right. Several types of elements can be represented on the Gantt chart as identified in the table below.
Element Type | Title | Start Time | End Time |
---|---|---|---|
Opportunity | The title is comprised of the opportunity number followed by the opportunity name. | Opportunity start date | Completion date if the opportunity has been completed. Otherwise, the opportunity end date. |
Work Ticket | The title is comprised of the work ticket number followed by the opportunity service display name from the estimate. | Date of the first visit, if a visit scheduled. Otherwise, the work ticket’s scheduled start date. | Completion date if the work ticket has been completed. Otherwise, the date of the last scheduled visit. |
Activity – Milestone | The title shows the subject specified for the milestone activity | Date specified on the milestone. | Same as Start Time. |
Activity – Task | The title shows the subject specified for the task activity | Start Date | Completion date if the task is completed. Otherwise, the due date. |
Activity – Appointment | The title shows the subject specified for the appointment activity | Start Date/Time | End Date/Time |
Activity – Issue | The title shows the subject specified for the issue activity | Date that the issue was created | Completion date if the issue is completed. Otherwise, the due date. |
Activity – Email | Emails are not represented on the Gantt Chart |
Hovering the cursor over the bar in the Gantt Chart for any element displays a status box providing additional information about the progress of the element.
The following information is displayed in the status box for each element.
Information Element | Available for Element Type? | |||||
Opportunity | Work Ticket | Activity – Milestone | Activity – Task | Activity – Appointment | Activity – Issue | |
Element Name | YES | YES | YES | YES | YES | YES |
Work Hours / Budgeted Hours (%) | YES | YES | NO | NO | NO | NO |
Start Date / Time | YES | YES | YES | YES | YES | YES |
End Date / Time | YES | YES | YES | YES | YES | YES |
Status Opportunity – Reflects Job Status Work Ticket – Reflects Work Ticket Status Activity – Reflects Activity Status (In Progress or Complete) | YES | YES | YES | YES | NO | YES |