Use MYOB Jobs to Manage Project Type Jobs and WIP

When running large Projects it's important to know not just the Actual costs and sales that have been invoiced to-date but what is left on Order to come in.

Knowing throughout the Project what the Expected Job Profit and Margin is likely to be, once everything is invoiced and all of the costs are in, will allow your Project Managers to make smarter decisions to keep their jobs on track and avoid nasty surprises.

Learn How to Supercharge your MYOB Jobs Reporting by using all of the fields on the Job Card  

Click Here for more details on how to setup and use these other Job Card fields.  
Use them in your BI4cloud reports to:
- Filter, 
- Subtotal or 
- Sort your Jobs data.

Job Analysis Workbook

Using the Job Analysis [base] Workbook as the base you can see a number of example reports then copy these to create a new customisable workbook and new report tabs to suit your Business needs.

Run the Job Analysis [base] Workbook which is View only to get started quickly.

This Workbook runs over all Job P&L Transactions and is made up of multiple individual Worksheets which allow you to instantly understand your Job activity and job performance.  Run across different date ranges including across multiple years, identify job profitability, analyse and filter by Job Customer, Job Manager or Job Headers.

Each Worksheet showcases a different report, dashboard or chart style.

Select the Worksheet (see report name tabs at the bottom of the screen) that best matches the report style you want then simply copy and customise to show the exact data you need.

Job List - Active

This is a Standard list type report that can be used as a template to report a summary List of Active Jobs. This report is setup to run over all years so shows Project to-date Actuals numbers. 

Jobs are grouped by the top Job Header to help to organise the data.

The Base reports can be easily customised as follows:

1. Order - by Margin% to find low margin Jobs
2. Group - by the following dimensions to see jobs listed together with a Subtotal by:
   - Job Manager to see jobs listed by Manager
   - Customer if you have multiple Jobs per customer
   - Job Header to see like Jobs together
3. Drill Down - to see more detail, customise to see Job P&L down to transaction detail
4. Analyse by - to change the data displayed in rows
5. Filter-  to add focus by any dimension
   - A Report filter for only Active Jobs is already set on this report
   - Job Manager to see jobs for one or a group of Managers
   - Customer to see jobs for one or a group of customers
   - Job Header to see only some of your Jobs
   - GL Account to focus on only some accounts
   - Job Start or Finish dates  to see Jobs at a similar stage together
   - Numeric Filter setup to report say all Jobs with an Margin% <  25%
6. Date Range Filter - the Report Transaction Date Filter is setup to to run over all years so shows Project to-date Actuals numbers, simply change the report date range e.g. YTD, Last Month etc

Job List - Inc Orders (Use for WIP)

This is another Standard list type report that can be used as a template to report a summary List of Active Jobs. Like the report above, this report is also setup to run over all years so shows Project to-date numbers. 

However this report covers not just Actuals, it also includes Budget data and also outstanding Purchase Order (PO) commitments and Sales Orders yet to invoice.  So perfect to show how a Project is going against Budget, what costs are still outstanding and what revenue is yet to bill. 

This report includes:

• Actuals (Income, COS, Expenses, Profit, Margin%)
• Budget (Total "Job Budget" as entered in MYOB)
• Variance (Actual v Budget)
• Less: Purchase Orders - Still on Order and yet to come in
• Plus: Sales Orders - Income yet to be Invoiced
• Estimated Job Profit - $ 
• Estimated Job GP - %

The Base reports can be easily customised as follows:

1. Order 
   - by Margin% to find low margin Jobs 
   - by On PO to focus on outstanding costs to complete
   - by Variance to see Remaining Job budget
   - by Estimated Profit to identify jobs that may become unprofitable or that need variations billed 
2. Group - by the following dimensions to see jobs listed together with a Subtotal by:
   - Job Manager to see jobs listed by Manager
   - Customer if you have multiple Jobs per customer
   - Job Header to see like Jobs together
3. Drill Down - to see more detail, first to see a Job P&L then down to transaction detail, great to  investigate variances, chase up outstanding POs 
4. Analyse by - to change the data displayed in rows
5. Filter-  to add focus by any dimension
   - A Report filter for only Active Jobs is already set on this report
   - Job Manager to see jobs for one or a group of Managers
   - Customer to see jobs for one or a group of customers
   - Job Header to see only some of your Jobs
   - GL Account to focus on only some accounts
   - Job Start or Finish dates  to see Jobs at a similar stage together
   - Numeric Filter setup to report say all Jobs with an Margin% <  25%
6. Date Range Filter - the Report Transaction Date Filter is setup to to run over all years so shows Project to-date Actuals numbers, simply change the report date range e.g. YTD, Last Month etc
   
   
   
    
7. Total Budget Broken down by Income, COS and Expense (above)
   Show the total Budget split out as Budget Income, Budget COS and Budget Expenses for more clarity of exactly where each jobs is sitting. 
   - To customise reports to add and move fields be in Edit Mode
   - Add your own simple calculations using Expressions
    
8. Export any of the above to Excel to do custom WIP calculations
   We know you all have a different method to Calculate WIP and do Revenue Recognition!
   So using this one report we know most of you will be able to extract out the key Jobs data that you need to do your WIP calculation and more importantly keep completely on top of all of your Projects. 

Job Summary P&L by Month

This is a Pivot type report that shows each Job in the Rows, split out into a summary P&L of  Income/COS/Expenses Profit & Margin %. This report then Pivots by Months in the columns and is setup to run over the past Year to Month End (YTME) which is a type of rolling 12 months date range. 

This view is great to see a high-level view of recent activity job by job.

1. Order by to focus on Income or Profit etc
2. Drill Down - to see more detail, on a specific month then down to transaction detail, great to  investigate unusual numbers
3. Filter-  to add focus by any dimension
   - Job Manager to see jobs for one or a group of Managers
   - Customer to see jobs for one or a group of customers
   - Job Header to see only some of your Jobs
   - Job Start or Finish dates  to see Jobs at a similar stage together
4. Date Range Filter - the Report Transaction Date Filter is setup to to run over the past Year to Month End (YTME) date range. 
5. Pivot on - is set to show Months as columns, change this to 
   - Weeks to see more granularity
   - Years to see multi-year Job history (also change the Date range Filter above to cover a longer period)

Job P&L by Job Header

This is another Pivot type report that shows a Classic P&L in the Rows. The report then Pivots by Job Headers in the columns. It is setup with a Report Transaction Date Filter to run over the Financial Year to Last Month (YTLM).

This view is great to see a high-level view of your Job Headers which might represent your Divisions, Branches, States or Departments.  From there simply click to expand out to see the underlying Jobs under each Job header

Also see the Job P&L by Job Manager which is a similar P&L style report that a pivots by Job Manager in columns.

Job P&L Mtd v Ytd

This is a Comparison type report that reports over different date ranges. In this case it is setup to report Actuals:
- Month to date (MTD)
- Year to date (YTD)
- Project to date (All dates and across years) 
- The Report Transaction Date filter determines the "Month End"

Rows are setup to show a summary P&L of Income, COS and Expenses then Grouped by each Job. 
This could be changed to show individual P&L accounts in the rows for more detail.

See slightly different versions of this report in the next few tabs.

These reports Analyse by Job Number to show each Job in the rows then Group the Jobs together either:

• by Job Customer
• by Job Manager

www.BI4Cloud.com