PROJECT metrics

WorkBook

Thomas Bolvig Amorøe avatar
Written by Thomas Bolvig Amorøe
Updated over a week ago

General

  1. "Projects" in GoSimplo corresponds to "Jobs" in WorkBook

  2. ONLY jobs owned by clients of type "Client" or "Prospect" are included

  3. "Open" are jobs in status: "In progress", "On hold", or "Ready for invoicing"

  4. "Closed" are jobs in status: "Invoiced"

  5. Jobs in status "Quotation" and "Cancelled" are hence NEVER included in any dashboard

Budget (B)

Total value (not only NR value) of externally approven Price quotes (status 50).

Spend (S)

The sales value of all time entries, external costs, personal expenses, and mileage entries.

IMPORTANT NOTE: For technical reasons, material entries in WorkBook are never included in numbers in GoSimplo.

Invoiced (I)

The sum of sales invoices (excl. VAT/taxes) that are finalized.

Specifics for "Overview" dashboard

ONLY billable jobs are included

Specifics for "All projects" dashboard

Does not contain closed jobs that are more than 2 years old

Did this answer your question?