01What it is
A job's plan is the total of its tasks' estimated hours or, when the tasks have none, the hours from the quote the job was created from. Actual time is the crew's closed attendance entries less breaks.
Estimate accuracy is counted by trade: the plan from tasks with a trade assigned, the actual from attendance entries assigned to those tasks. The average deviation only takes jobs that had a plan.
The report is an extended mode item and belongs to the Advanced finance module. You turn extended mode on in Settings, under Company.
- PLAN VERSUS ACTUAL
- Hours month by month and on every job.
- TRADE
- The same kind of work across every job.
- COMPLETENESS
- Jobs without recorded hours in a tile of their own.
02What it is for
Better quotes
You see which trades you systematically underestimate.
Cost of your own work
Crew labour cost over time and on every job.
Missing hours
A job without hours shows a higher margin than the real one.
Who misses, and by how much
A ranking of jobs with the largest deviation from plan.
03Main options
The report has two tabs, each with its own tiles: Load and Estimate accuracy.
How much work you took on and what it cost
Tiles: plan, actual, labour cost and jobs without hours.
- Plan versus actual chart, month by month
- Labour cost over time chart
- Table: job, project, plan, actual, difference in hours and per cent, labour cost
How far off you are, and on what
Tiles: number of trades, average deviation, plan and actual.
- Plan and actual by trade
- Ranking of the twelve jobs with the largest deviation: red is overrun, green is saving
- Table: work type, plan, actual, deviation, labour cost
04Tasks step by step
- STEP 1Open Modules › Reports › Work efficiency, Estimate accuracy tab.
- STEP 2Set the range, for example 12 months.
- STEP 3A positive deviation on a trade means the work takes longer than planned. Allow for it in your next quotes.
- STEP 1On the Load tab, check the Jobs without hours tile.
- STEP 2In the table such jobs show no hours in the Actual column.
- STEP 3Complete the crew attendance in Modules › Team on site › Attendance.
- STEP 1On job tasks, enter the estimated hours and the trade.
- STEP 2On attendance entries, point to the task the crew worked on.
05Actions
The most common tasks in the efficiency report.
Date range
Compared with the previous period.
Difference
Hours and per cent above or below plan.
CSV export
The jobs table and the trades table.
06What it connects to
Choose a module to see where the hours come from.
Attendance
Actual hours come from attendance entries less breaks.
Go to the topicAttendanceJobs and profitability
The same plan and time are used to count the margin.
Go to the topicJobs and profitabilityProject costs
Labour cost comes from the project cost register.
Go to the topicProject costs