Jobs of an account

In the "Jobs" tab within a customer account you will find an overview of all jobs for that customer account.

In this overview you can see from the last column "Status" whether a job is currently under- or over-delivered.

The colored bar indicates the ratio of booked to budgeted efforts (alternatively: revenue). The two circles show the already booked share of agency services (circle with purple fill) and external services (circle with pink fill). If you hover the cursor over a circle, the remaining budgets are shown to you in percent.

Via the three toggle buttons left of the status display you can change the calculation basis of the status indicators:

• Budget metric: selection of whether the calculated or planned budget (=selection "Budget") or the possibly higher realized revenue (=selection "Budget or Revenue") should mandatorily be used as the calculation basis

• External service metric: selection of whether the supplier costs to be paid (=selection "Purchase value") or the amount a customer pays for the services (=selection "Sales value") should be used as the calculation basis

• Agency service metric: selection of whether the hourly rates from the customer account price list (=selection "customer account price list") or the internal costs stored on the users in the settings (=selection "internal employee costs") should be used as the calculation basis

A change of the toggle buttons immediately affects indicators in the status column.

With a click on a row you enter the detailed report of a job with more extensive evaluation options.