01What it is
A job's plan is the total of hours on its work list, and actual time is the total of working time entries. The difference shows how much longer or shorter the work took than expected.
Estimate accuracy counts the deviation for every type of work. An average deviation over 15% is flagged as a warning.
The report shows in extended mode for people with the finance permission.
- PLAN AND ACTUAL
- Hours on every job.
- ACCURACY
- Deviation by type of work.
- COMPLETENESS
- Jobs without hours entered.
02What it is for
Realistic quotes
You know which work takes longer than you quote.
Labour cost
Labour cost over time and by rate band.
Complete data
Jobs without hours show a higher margin than the real one.
03Main options
The report has two tabs: Load and Estimate accuracy.
Plan versus actual
Tiles: plan, actual, labour cost, jobs without hours.
- Plan versus actual by month and labour cost over time
- Load by rate band: base, specialist, expert, external
- Job table: plan, actual, difference, labour cost
Who misses, and by how much
The deviation of actual from plan.
- Accuracy by type of work
- A ranking of the 12 jobs with the largest deviation
- A table of work types with CSV export
04Tasks step by step
- STEP 1Open Modules › Reports › Work efficiency, Estimate accuracy tab.
- STEP 2Find the types of work with a large positive deviation.
- STEP 3Raise the hours in packages or in future quotes for that work.
- STEP 1In the Load tab check the Jobs without hours tile.
- STEP 2In the job table look for the no hours mark and fill in the working time.
05Actions
The most common tasks in the efficiency report.
Date range
Compared with the previous period.
Export CSV
Load and estimate accuracy.
06What it connects to
Choose a module to see where the hours come from.
Jobs and profitability
Labour cost affects the job margin.
Go to the topicJobs and profitability