This article contains:


Reports: Jobs - Overview


In most core Zones of Metis, there are two areas:


  • the List area
  • the Reports area

jobs_list_reports_navigation

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:


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.

tip!


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.