> For the complete documentation index, see [llms.txt](https://wiki.dieagenturverwaltung.de/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://wiki.dieagenturverwaltung.de/die-agenturverwaltung-en/projektverwaltung-1/untitled/etats-and-projekte.md).

# Customer accounts & jobs

In the tab "Etats & Projekte" in a customer record you will find an overview of all customer accounts and jobs for that customer.&#x20;

![](/files/44083a1b2df73f2cec6b87efa31b0e37d0c93c22)

In this overview you can see from the last column "Status" whether a job is currently under- or over-delivered.&#x20;

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**.&#x20;


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:

```
GET https://wiki.dieagenturverwaltung.de/die-agenturverwaltung-en/projektverwaltung-1/untitled/etats-and-projekte.md?ask=<question>&goal=<endgoal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
