Understanding Job Progress

Overview

As work progresses, JGID continuously compares your estimated quantities against your actual and billable quantities, helping you monitor the health of a Job before it reaches the invoicing stage.

Whether you're working on a fixed price (Lump Sum) Job or a Do & Charge Job, the Job Progress view provides real-time visibility of labour, costs and profitability.

Monitoring Individual Line Items

Each line item within a Job displays a progress indicator comparing:

Estimated Quantity
Actual Quantity
Billable Quantity

This allows you to quickly identify which areas of the Job are progressing as expected and which may require attention.

Understanding the Progress Indicator

As labour is recorded through Worksheets and Timesheets, the progress indicator updates automatically.

If the actual quantity exceeds the estimated quantity, the progress indicator will turn red.

This simply indicates that more work has been completed than originally estimated.

Whether this is a concern depends on how the Job is being charged.

Do & Charge Jobs

On a Do & Charge Job, exceeding the estimated quantity does not necessarily mean the Job is becoming unprofitable.

It may simply indicate that additional labour has been performed, which can also be billed to the customer.

Lump Sum Jobs

On a Lump Sum Job, exceeding the estimated quantity may reduce the expected profit on that line item, as the additional labour is generally not recoverable through additional billing.

The progress indicator helps identify these situations early so they can be managed before the Job is completed.

Viewing Detailed Cost Information

For a quick financial summary, simply hover your mouse over any line item.

The tooltip displays information including:

Estimated Cost
Estimated Profit
Actual Hours
Actual Cost
Actual Profit

This allows you to review the performance of each line item without opening it.

Reviewing the Job Summary

At the bottom of every Job is an overall project summary.

This compares your estimated and actual performance across the entire Job, including:

Estimated Hours
Actual Hours
Billable Hours
Estimated Cost
Actual Cost
Estimated Profit
Actual Profit
Markup
Total Job Value

This provides an overall snapshot of how the Job is performing financially.

Understanding Job Value

The total value of a Job depends on the charging method.

For Do & Charge Jobs, the total value may increase or decrease as additional billable work is completed.

For Lump Sum Jobs, the agreed contract value generally remains unchanged unless approved variations are added.

Regardless of the charging method, JGID continues to compare estimated and actual costs, profits and markup throughout the life of the Job.

Why Monitor Job Progress?

Reviewing Job Progress regularly allows project managers to:

Identify overruns early.
Monitor labour usage.
Compare estimated and actual performance.
Understand profitability while work is still underway.
Make informed decisions before the Job is invoiced.

Rather than waiting until the Job has finished, JGID helps you monitor project performance in real time.

Best Practice

Review Job Progress regularly throughout the Job.
Investigate line items that exceed their estimated quantities.
Remember that a red progress indicator does not always indicate a loss.
Consider the charging method before drawing conclusions about profitability.
Use the overall Job Summary to monitor the financial health of the project.

Creating a Job
Job Variations
Progress Invoicing
Reviewing Worksheets
Understanding Worksheets and Timesheets
Creating an Invoice