Overview
The Project Report provides a detailed snapshot of ongoing or scheduled work across all projects. It includes labour types, planned and actual hours, percentage complete, and WIP tracking. This report is essential for managing workloads, monitoring job health, and forecasting delivery.
🛠️ Filters Available:
Site
Job Status
Client
Department
Option to Include Deactivated Staff
Key Fields in the Report
Job Number – Unique identifier for the project/job.
Status – Current job status (e.g. WIP, Scheduled with No PO).
Client – Name of the customer linked to the project.
Site – Location where the work is taking place.
Department – The internal team handling the project.
Responsible Staff – The team member or lead assigned.
Item Name / Description – Breakdown of scope or task types.
Labour Type – The role required (e.g. Lineborer, Painter).
Planned Hours / Actual Labour Hours / Remaining Hours – Labour allocation and tracking.
% Complete – Progress made against the project.
Expected Completion – Target finish date (if set).
WIP Amount – Current work-in-progress financial value.
Phase – Optional segmentation for staged jobs.
How to Use This Report
Apply Filters
Narrow your view by department, site, client, or status.
Optionally include deactivated staff to see historical allocations.
Track Labour and Progress
Compare planned vs actual hours to assess job health.
Identify any shortfalls in progress or over scheduled resources.
Review WIP
Monitor WIP Amounts to track financial commitment on active projects.
Use for Resource Planning
Ensure staffing aligns with labour type needs and expected completion dates.
Ideal For
Project managers tracking detailed labour and timelines
Resource coordinators managing staff allocation
Finance teams reviewing job-level WIP values
Site leads reviewing per-client or per-site progress