The Job Manager gives a variety of information to help you determine whether various aspects of your business are staying on the schedule you defined. You can view:
- job file information as an overview of the company as a whole
- current jobs by employee/person associated and or by departments
- if activities and documents are being completed on time
- employee completion rates - for example how many documents were added on time by an employee
- by job source or category, and more, how many activities are active, cancelled, or completed and view financial totals for each.
There are many reports you can create from within the Job Manager. This manager lets you select the conditions (such as who and when), columns to show, and further filtering of information. By double-clicking on a job number or customer name on any tab you can open the job file for further exploration.
This report shows an overview of what is overdue for the company as a whole. It identifies particular departments that may need further attention.
This report shows all jobs that are currently in progress and the number of requirements that are overdue for each.
Activity Job Detail
Provides you with everything you need to know about what needs to be done to finish that job and allows you to change the status of the activities by right clicking one.*
Activities and Documents tabs
For any department, these two tabs show detail about the activities/documents and their current status.* Each of these tabs has:
- a summary sub-tab that lets you view the total number of overdue items for each activity/document.
- a detail sub-tab that lists all jobs for the department and the status of each activity/document on each job.
*Both the Activity Job Detail tab and the Activities>Job activity sub-tab let you change the status of the activities between pending, active, completed or cancelled right from these screen. No need to open the job file to do so. Simply right click on the activity and select a new status.
The employee comparison lets you see different employees and how on time each are with completing departments, activities, and documents. You can limit this report to employees in a particular role or in a particular group. For example, you might choose to compare project managers or estimators or crew chiefs.
You can view the completion rates (both counts and values) of jobs by:
- jobs as a whole broken down by month, source, category, region, role, etc
- departments on jobs broken down by pending, active, completed or cancelled.
These reports provide oversight of the production process without having to open each and every job file just to know where in the process it is.
Next, read: Job Manager Part 2 - Financial Oversight
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