This article contains:
Reports: Jobs - Overview
In most core Zones of Metis, there are two areas:
- the List area
- the Reports area
The List tab is the default view, which is the Jobs list you'll see in front of you. Click the Reports tab and you'll see:
- A list of default Metis reports relating to Jobs
- Create new job report
- Manage job reports
List of field groups and field names for Jobs
For a complete list of the fields you can expect to access on the Jobs Reports page, please refer to the list below. The field names are the data items you'd like to be shown on the report.
You can use Command + F (Mac) or Control + F (Windows) to search this list.
JOBS | ||
|
Fieldgroup Name |
Field Name |
Definition |
| Gross Margin |
Budget Gross Margin |
(For given period) Budget Gross Profit / Budget Revenue - Total |
| Actual Gross Margin |
(For given period) Actual Gross Profit / Actual Revenue - Total |
|
| Forecast Gross Margin |
(For given period) Forecast Gross Profit / Forecast Revenue - Total |
|
| Variance (Actual - Target GM) |
(For given period) Actual Gross Margin - Expected Gross Margin Result can be negative. |
|
| Gross Profit Amount |
Budget Gross Profit |
(For given period) Job's Budget Revenue - Total / Job's Budget Costs - Total |
| Actual Gross Profit |
(For given period) Job's Actual Revenue - Total / Job's Actual Costs - Total |
|
| Forecast Gross Profit |
(For given period) Forecast Revenue - Total / Forecast Costs - Total |
|
| Budget - Revenue |
Budget Revenue - Total |
(For given period) Sum of Budget Revenue - People/Time + Budget Revenue - Expenses + Budget Revenue - Other |
| Budget Revenue - People/Time |
(For given period) show Job's Budget Revenue for People/Time |
|
| Budget Revenue - Expenses |
(For given period) show Job's Budget Revenue for Expenses |
|
| Budget Revenue - Other |
(For given period) show Job's Budget Revenue for Other |
|
| Budget - Costs |
Budget Costs - Total |
(For given period) Sum of Budget Costs - People/Time + Budget Costs - Expenses + Budget Costs - Other |
| Budget Costs- People/Time |
(For given period) show Job's Budget Costs for People/Time |
|
| Budget Costs- Expense |
(For given period) show Job's Budget Costs for Expenses |
|
| Budget Costs - Other |
(For given period) show Job's Budget Costs for Other |
|
| Actual - Revenue |
Actual Revenue - Total |
(For given period) Sum of Actual Revenue - People/Time + Actual Revenue - Expenses + Actual Revenue - Other |
| Actual Revenue - People/Time |
(For given period) For all people assigned to job, sum of Approved Timesheet hrs x Hourly charge rate/ person assigned to the job Calculated only for T&M Jobs (both bottom up and top down) Fixed Price Jobs will show the Budget Revenue - People/Time |
|
| Actual Revenue - Expenses |
Sum of approved People's and Central Expenses claim amounts submitted (billable) Allocated to particular period by Date Incurred. |
|
| Actual Revenue - Other |
(For given period) show Job's Actual Revenue for Other |
|
| Actual - Costs |
Actual Costs - Total |
(For given period) Sum of Actual Costs - People/Time + Actual Costs - Expenses + Actual Costs - Other |
| Actual Costs- People/Time |
(For given period) For all people assigned to job, sum of Approved Timesheet hrs x Hourly cost rate / person assigned to the job (uses daily rates) Calculated for both T&M and Fixed Price Jobs (both effort-driven and revenue-driven) |
|
| Actual Costs- Expense |
(For given period) Sum of approved People and Central Expenses claim amounts submitted Calculated for both T&M and Fixed Price Jobs (both bottom up and top down) |
|
| Actual Costs - Other |
(For given period) show Job's Actual Cost for Other |
|
| Forecast - Revenue |
Forecast Revenue - Total |
(For given period) Sum of Forecast Revenue - People/Time + Forecast Revenue - Expenses + Forecast Revenue - Other |
| Forecast Revenue - People/Time |
See article here on how this is calculated |
|
| Forecast Revenue - Expenses |
See article here on how this is calculated |
|
| Forecast Revenue - Other |
See article here on how this is calculated |
|
| Forecast - Costs |
Forecast Costs - Total |
(For given period) Sum of Forecast Cots - People/Time + Forecast Cots - Expenses + Forecast Cots - Other |
| Forecast Costs - People/Time |
See article here on how this is calculated |
|
| Forecast Costs - Expense |
See article here on how this is calculated |
|
| Forecast Costs - Other |
See article here on how this is calculated |
|
| Job Duration |
Start Date |
Show as defined in the Job detail. |
| End Date |
Show as defined in the Job detail. |
|
| Job Duration Days |
(Job End Date - Job Start Date) |
|
| Hrs |
Assigned Hrs - Job |
(For given period) Sum of people's assigned hrs in the job For an individual for a specific job. |
| Actual Hrs Submitted |
(For given period) Sum of actual hrs submitted for the job Includes chargeable and non-chargeable submitted hours Includes both awaiting for approval and approved hours Excludes hours that are at Rejected status at the time of reporting Excludes hours that are at Re-opened status at the time of reporting |
|
| Actual Hrs Approved |
(For given period) Sum of actual hrs approved for the job Includes chargeable and non-chargeable submitted hours Includes both awaiting for approval and approved hours Excludes hours that are at Rejected status at the time of reporting Excludes hours that are at Re-opened status at the time of reporting |
|
| Actual Client Hrs |
Chargeable Hrs Submitted |
(For given period) Sum of chargeable hrs submitted for the job |
| Non-chargeable Hrs Submitted |
(For given period) Sum of non-chargeable hrs submitted for the job |
|
| Chargeable Hrs Approved |
(For given period) Sum of chargeable hrs approved for the job |
|
| Non-chargeable Hrs Approved |
(For given period) Sum of non-chargeable hrs approved for the job |
|
| Timesheet Compliance |
Timesheet Submission Overdue |
Count of overdue timesheets for this job. Including re-opened and rejected timesheets. |
| Timesheet Submission Completeness % |
(For given period) Count of all submitted timesheets for the job / Count of all weeks for which a timesheet should be submitted for the job |
|
| Timesheet Approval Overdue |
Count of overdue timesheet approvals for this job. Including re-opened and rejected timesheets. |
|
| Expense Compliance |
Expense Submission Overdue |
Count of created, not submitted expense claims for this job |
| Expense Approval Overdue |
Count of submitted, not yet approved expense claims for this job |
|
| Other |
Job Type (Internal vs. Client) |
Show as defined in the Job detail. Either one of these below: - Client Job - Internal Job |
| Charging Mechanism |
Show as defined in the Job detail. Either one of these below: Time and Material Fixed Price |
|
| Status |
Show as defined in the Job detail. Either one of these below: Active Completed |
|
| Practice |
Show as defined in the Job detail. |
|
| Executive |
Show as defined in the Job detail. |
|
| Lead |
Show as defined in the Job detail. |
|
| Job code |
Show as defined in the Job detail. |
|
| Is Strategic? |
Show as defined in the Job detail. Either one of these below: Yes No |
|
| Last Viewed |
Show as defined in the Job detail. |
|
| Last Updated |
Show as defined in the Job detail. |
|
| Percentage of Total |
(For given period) Job's Forecast revenue sum of Forecast revenues To be calculated only for client jobs |
|
| Roles |
Show number of roles assigned Job's Budget - Resourcing Plan |
|
| Team Members |
Show number of people in the Job team details |
|
Didn't find what you need in this article? You can submit a support ticket or send an email to support@getmetis.com.