Where can I get a graphical overview of active jobs? - teambox

There are three options to visualise progress details for current jobs in “Jobs” > “Job portfolio”:

Select a client (and, optionally, area)
- All active jobs are displayed
- The large progress bar in the background indicates the combined financial figures (i.e. limit) as set by the estimates – it is either grey (neutral), orange (to indicate immediate risk) or red (if the limits have been exceeded)
- Within that bar, three other bars illustrate more details
  - Top bar: combined figures of in-house efforts and out-of-pocket invoices (including percentage showing in how far numbers match the approved estimate)
  - Bottom bar (if applicable): approximate work progress in terms of planned activities
  - Thin top line: already issued agency invoices

Colour definitions (left end of each row):
- green: costs correlate with the approved estimate
- orange: costs are likely to exceed the approved estimate (already accumulated costs exceed 75% of the estimate and are disproportionate to already completed activities)
- red: already accumulated costs have already exceeded the approved estimate OR costs have been generated that do not have a corresponding offer (in the latter case, the warning “Costs without estimate” is displayed on the right)

Clicking the job title takes you to the job overview, displaying all the details for that job

HINT: per default, all recorded staff efforts are displayed as prices. Users with adequate permissions can change this to a “cost view” rather than a “price view”: this will display the difference between approved estimate and costs (i.e. the marginal return) based on the staff costs.

HINT: if project management has not been activated, the combi chart can still be used, showing financial contexts only.