Understanding the dashboard
The Open Jobs Dashboard provides an overview of open jobs, overdue jobs, and WIP, helping identify bottlenecks and optimise workload distribution. It tracks key metrics like job budget vs. WIP to ensure efficient task progression.
While the Open Jobs Details Dashboard offers a deeper breakdown, allowing users to filter by Client Partner, Job Manager, and more while monitoring Billing, Budget, Hours, Tasks, WIP, and Days Since Last Timesheet to streamline job management.
Why is it important?
The Open Jobs and Open Jobs Details Dashboard allows you to:
Helps in monitoring overdue tasks and ensuring jobs receive timely attention.
Manage workload by reviewing open jobs per manager to assess workload capacity, ensuring no one is overwhelmed while others have availability.
Helps in comparing WIP, Budget, Actual vs. Estimated Hours, and Tasks to ensure jobs stay within financial targets and are billed efficiently.
Explore the Open Jobs and Open Jobs Details Dashboard by clicking through the interactive demo below!
Interactive demo
(Click the top-right play button to start the voiceover)
Dashboard FAQs
What are Open Jobs?
Open Jobs are ongoing tasks or projects for clients that have not yet been completed or potentially billed, indicating the firm's current workload and capacity.
Formula: Open Jobs = Count of all jobs that have started and are not marked as completed
What are Overdue Jobs?
Overdue Jobs are ongoing tasks or projects that have not been completed within the expected time frame. These delays hinder revenue generation, risk client dissatisfaction, and impact capacity planning.
Formula: Overdue Jobs = Count of open jobs that are past their due dates.
What are Days Since Last Timesheet?
Days Since Last Timesheet refers to the number of days since the last timesheet was submitted for a specific job. This metric helps identify jobs that haven't been worked on for a while or those that have been recently updated.
Formula: Days Since Last Timesheet = Maximum value of (Current Date - Date of Last Timesheet)
How is the computation of WIP vs. Budget done?
Knowing the WIP vs. Budget ratio helps assess whether the work in progress is within the allocated budget for the job, providing insights into potential cost overruns or underspending.
Formula: WIP vs. Budget = WIP Balance / Job Budget
What is the difference between Total Task and Open Task?
Total Task refers to the count of all tasks within open jobs, including both completed and incomplete tasks. Open Tasks refers to the count of tasks within those jobs that have not yet been marked as completed at the task level.