Time and Material Job Dashboard

This topic describes the KPI boxes and charts you can view in the Dashboard workspace if you selected a time and material job.

KPI Boxes

Field Description
Invoiced Margin This box displays the gross margin percentage on invoiced entries for the job currently selected.

iAccess displays the box in a different color, depending on the value shown:

  • Green - Above 50%
  • Yellow - Between 25-50%
  • Red - Below 25%
Open Billing This box displays the total open billing price for the job currently selected, in the currency specified for that job.
Customer Balance Due This box displays the amount due from the customer, in base currency.

If the value is a positive number, iAccess displays this box in red. Otherwise, iAccess displays this box in green.

Write Up/Down This box displays the amount by which the billing price has been written up or down for the job currently selected, in the currency specified for that job.

If the value is a negative number, iAccess displays the box in red. Otherwise, iAccess displays the box in green.

Revenue Recognized This box displays the revenue recognized, in the currency specified for the job currently selected.
Time Pending Approval This box displays the total registered billing price on time sheets that have been submitted but not transferred for posting, in the currency specified for the job currently selected.
Expenses Pending Approval This box displays the total registered billing price on expense sheets that have been submitted but not transferred for posting, in the currency specified for the job currently selected.
Mileage Pending Approval This box displays the total registered billing price on mileage sheets that have been submitted but not transferred for posting, in the currency specified for the job currently selected.

Charts

Field Description
Progress This chart displays Actual, EAC, and Baseline Hours for the job currently selected, based on the progress evaluations created for that job within the last six months.

This information is also available in the History tab of the Progress Evaluation workspace.

Actuals This chart displays total cost and revenue for each of the last 12 months.