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Tracking your job plan, performance and profitability with the burnup

Tracking your job plan, performance and profitability with the burnup

Take a deep dive into how your project is progressing by looking at the details of your job burnup

Updated over a year ago

Alright, folks, listen up! We've got some smashing news for ya. We know you're all keen on keeping track of your jobs, so we've gone and done something really exciting. We're bringing the stadium vibes to your job tracking with our very own job burn-up - AKA the Jumbotron!

No more fiddling around with spreadsheets, mate. Our Jumbotron will give you a bird's eye view of your job's health in a flash. You can easily see how much of your budget you've chomped through or how much of your planned time has been gobbled up.

And don't you worry, we've got all the deets covered. Check out our session on job burn-up, or read on for all the juicy details. Let's get this show on the road!

πŸ”‘ Keywords


To make sure we're on the same page, we'll refer back to the following wording throughout this article:

  • Sell rates - how much you're charging your client

  • Cost rates - how much it costs you as a business

  • Used - running costs against the job, made up of time and expenses

  • Planned - proposed costs against the job, made up of time and expenses

Note: you can view used/planned as hours or as financials

🏟️ What is the Jumbotron?


Ladies and gents, get ready to cheer on your jobs like a crowd at a stadium! Our Jumbotron is here to be your ultimate scoreboard for your job's performance.

When you're using our Jumbotron, you can keep your eye on the ball by switching between two modes: Sell and Cost.

In Sell mode, you can see how much you're charging your client and how close you are to hitting that home run target. And when it's time to huddle up and make some tough decisions, simply switch to Cost mode to see how much it's really costing your business to get the job done.

⏳Time(H)


How much time have we used on the project? Check out the breakdown of logged hours and team members by hovering over the stats.

πŸ’Έ Time($)


This shows the same data as Time(H) but as a cost value to so you can identify how much of your planned time costs have been used so far.

Click on the turnkey for a summary of all of the used time on the project. Form here you can:

  • Choose a specific date range

  • Sort by date, item name, team member etc

  • Show only billed or unbilled time

  • You can also edit time entries from here, if needed

πŸ“† Scheduled


Shows how many hours you have scheduled for this job. Click here to be taken to the schedule screen for this job.

πŸ“ Quotes


All quotes related to the job; including draft, pending, approved and declined quotes. Hover over the quote status to see a breakdown of costs, split by status

Click on the turnkey for a summary of all quotes on the project. You can also edit entries from here, if needed

Note: figures shown on the Jumbotron and in the summary are exclusive of tax

🧾 Invoiced


All invoices related to the job, including draft, credit note, awaiting payment and paid invoices. All invoices are counted in the total Invoiced amount. Hover over the invoice status to see a breakdown of costs, split by status

Click on the turnkey for a summary of all invoices on the project. You can also edit entries from here, if needed

Note: figures shown on the Jumboton and in the summary are exclusive of tax

πŸš₯ Job Status


Change the job status from the Jumbotron itself. Quick access and easily identifiable while looking at your job details.

πŸ’― Total vs Budget


Budget = your budget from the job

This could either be a figure that you've manually entered, or the accumulated total of all approved quotes on the job. When you have more than one approved quote, the accumulated totals of all approved quotes are counted in the budget.

Total = total used sell of the job to date

This is made up of total hours spent x the billable hourly rates chosen plus expenses sell rate

Note: figures shown are exclusive of tax

πŸ“‰ Profit Margin


The planned profit margin and projected profit margin help us to focus on foresight rather than hindsight.

This article explains how they work:

πŸ”₯ Job Burnup Chart


To view, the Job Burn-up Chart open the Burnup Tab on the Jumbotron

The burn-up chart tracks your ideal scenario based on the dates and time that is allocated to the project against the actuals.

  • White tracking line indicates the ideal scenario so what you are expecting to happen

  • Dotted line shows scheduled time so ToDos added against specific days that haven't yet been done so what you are planning to happen

  • Blue line builds as that time gets logged and should somewhat follow that ideal scenario so shows what has actually happened

Pro-Tip: If the blue line goes above the white line, you may want to keep an eye on it because you're likely going to go over budget on the project.

Burnup Views

We've got three different views of the burn-up chart which shows different data:

  • Used / Planned (H) - used sell vs planned sell as hours only

  • Used / Planned ($) - used sell vs planned sell as costs

  • Used Cost / Planned Sell ($) - used cost vs planned sell as costs

πŸ“Š Job Cost Report (JCR)


Want even more detail? Download the JCR from the Create menu

You can gain even more detailed insights on the performance of your jobs with the JCR.

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