You already have great data on how your jobs are tracking, so we decided to surface this onto your jobs. At a glance, you’ll get key insights into the health of a job with our job burnup, or as we call it, the Jumbotron.

Want to know how much you've eaten into your budget or how much of your planned time has been used? Read on, or watch our session on job burn-up here.

Key words

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

I'm lost, what is the Jumbotron?

You'll find the Jumbotron, or your job details, sat right above your job for easy access.

Used vs Planned Hours

How much time has been used out of the planned pool of hours on the project so far.

You can hover over this for a breakdown of who has logged time and for how many hours, at a top level.

Used vs Planned Cost

This shows the same data as Used vs Planned Hours 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

  • 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

Job Status (NEW)

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

Job Due Date

This is determined by the dates against items within the job. The latest date will become your job's due date. We love dates as they help you to identify if you're on track with the work for that project.

Remember to change the dates in projects as and when they are updated, either by you and the team, or your client.

Total vs 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

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.

Note: figures shown are exclusive of tax

Expenses

All expenses and Purchase Orders related to the job

  • Click on the turnkey for a summary of all expenses/POs on the project

  • Choose a specific date range

  • Sort by date, item name, team member etc

  • Show only billed or unbilled time

  • You can also edit entries from here, if needed

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

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 Jumboton and in the summary are exclusive of tax

Invoices

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

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:

https://help.streamtime.net/en/articles/3701645-planned-and-projected-profit-margins

Job Burn-up Chart

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

Job Cost Report (JCR)

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

Read what each section means here

Or watch our session on the JCR here

Prefer something more visual? Watch the full session on the job burn-up here

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