Agency services in job management

On the three hierarchy levels of project management (customer, customer account and job) you can, in the "agency service" tab perform various analyses regarding the budgeted and incurred agency service efforts of a customer, customer account or job.

The functions at a glance

When you open the "Agenturleistung" tab you see a top-level filter and five types of analyses.

Time restriction

All values in this report may relate to the service period selected above.

Agency service by functions

If functions were specified in the estimate or in planned budgets, we can see here how much of the budget for a particular function has already been consumed. This can reveal a budget overrun early in the course of a job, even though the job's overall budget still appears sufficient.

No budget was allocated for "Assistenz" in this illustration. The function "Social Media Manager" has since been deleted; the times already recorded for it remain.

Evaluate services grouped by trade at the job, customer account and customer level

In this video we show how to evaluate budgeted and incurred services in a customer, customer account or job grouped by trade in Die Agenturverwaltung.

Agency service by activities

This analysis allows viewing recorded working times by activities.

More about activities in time tracking:

Activities

Agency service by employees

This table lists recorded times aggregated by employee.

Agency service by estimate item

If certain estimate items were activated for time tracking, you can evaluate here how much agency service was recorded for the respective items and how much budget is allocated to them.

Agency service by tasks (formerly processes)

If certain tasks within jobs were activated for time tracking, you can evaluate here how much agency service was recorded for the respective tasks.

Timeline

This chart provides an at-a-glance view of when something happened on a job.