Job Dashboard Breakdown
  • 25 Jan 2023
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Job Dashboard Breakdown

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Article Summary

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.

FieldDescription
Estimated Column
Estimated Labor CostSum of estimated labor cost for the opportunity.
Estimated Overtime LaborSum of overtime labor hours.
Estimated Material CostSum of the estimated material cost for the opportunity.
Estimated Equipment CostSum of the estimated equipment cost for the opportunity.
Estimated Sub CostSum of the estimated sub cost for the opportunity.
Estimated Other CostSum of the estimated other cost for the opportunity.
Estimated Labor HoursSum of estimated hours for the opportunity.
Estimated Overtime Labor HoursSum of estimated overtime labor hours. This value will normally be zero.
Cost Column
Actual Labor CostSum of actual labor cost for the opportunity.
Actual Material CostSum of the actual material cost for the opportunity.
Actual Equipment CostSum of the actual equipment cost for the opportunity.
Actual Sub CostSum of the actual sub cost for the opportunity.
Actual Other CostSum of the actual other cost for the opportunity.
Actual Labor HoursSum of actual hours for the opportunity.
Overtime CostSum of the Overtime pay for the opportunity.
Overtime HoursSum of the Overtime hours for the opportunity.
Variance ColumnFor each line, these values represent the difference between the estimated value and the actual value.
% of Job ColumnThese 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 ColumnThese 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:

  1. Opportunity – Shows the opportunity, work tickets, milestones, and all activities. It is available from the Job Dashboard by selecting
  2. 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 TypeTitleStart TimeEnd Time
OpportunityThe title is comprised of the opportunity number followed by the opportunity name.Opportunity start dateCompletion date if the opportunity has been completed. Otherwise, the opportunity end date.
Work TicketThe 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 – MilestoneThe title shows the subject specified for the milestone activityDate specified on the milestone.Same as Start Time.
Activity – TaskThe title shows the subject specified for the task activityStart DateCompletion date if the task is completed. Otherwise, the due date.
Activity – AppointmentThe title shows the subject specified for the appointment activityStart Date/TimeEnd Date/Time
Activity – IssueThe title shows the subject specified for the issue activityDate that the issue was createdCompletion date if the issue is completed. Otherwise, the due date.
Activity – EmailEmails 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




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