This is a detailed breakdown of the profitability window that is found on the main tab of a task. This article will help you understand what each section means and where the data it's using is coming from. The task profitability window consists of 3 parts:
- A progress indicator at the top
- Profitability breakdown in the middle, split into 3 sections:
- Estimated and Actual subtotals
- Timestamps at the bottom which displays recorded time and date for when:
- Someone was on-site.
- The task was performed, completed, invoiced and archived.
Understanding Estimated and Actual values
Estimated time/values can come from:
- Costs of products from a quote
- Estimated time on tasks
Note: Estimated labour in the Costs section is not applicable and will only display the actual value upon submission of a timesheet.
Actual time/values can come from:
- Submitted timesheets
- Purchase order bills
- Performed service tasks
Shows how many out of the total tasks have been completed, visualised by a progress bar underneath.
Shows a breakdown of costs. The indicators available will only show the types of costs that apply to that particular task (in the example screenshot above, materials and labour). This section will display costs from the following:
This section provides measures of time spent on the task in 3 categories:
You can read our Timesheets article to learn more about configuring sessions.
Cost/sell subtotals showing:
|Timestamp defined by the task being placed into the In Progress status. This can be manually updated.|
|Performed||Timestamp defined by the task being placed into a status that is part of the performed stage. Can also be manually updated and a link to the Assurance Report dashboard will become available once a performed status has been set against the task. This will allow you to see a detailed report of when each asset was serviced and well as location and session information regarding this task.|
|Completed||Timestamp defined by the task being marked as Complete.|
|Invoiced||Timestamp defined by when the invoice was raised.|