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 todate 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.

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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 numbers. The Jobs are grouped by the top Job header to help to organise the data.

The Base reports can be customised as follows:

1. Order by - to change the sort order
2. Group by - to change or add subtotals
3. Drill Down - to see more detail
4. Analyse by - to change the data displayed in rows
5. Filter-  to add focus 
6. Date Range - filter to select and change the report date range

1. Order by - to change sort order

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 - %

1. Analyse by  Job Number to see one line per Job. 
   
    
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
   - Job Start or Finish dates  to see Jobs at a similar stage together
   
    
3. Order or Sort by  Estimated GP Margin% to see problem Jobs come to the top.
   
    
4. Filter by any dimension to focus your attention
   - 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
   - Numeric Filter setup to report all Jobs with an Estimated GP% < say 25%
   
    
5. Drilldown to see a Job broken down by GL Account
   
   
   
   
   Then Drilldown again to see Transaction Detail
   
   
   
   
   
    
6. Need Help Getting Started with some of the above features?
   Click Here - to see our Getting Started Guide or
   Click Here - for Getting Started Training Videos
   
   
    
7. Using % Complete in Jobs MYOB?
   Simply Hide the Full Budget column and Show the Budget Adjusted for % Complete using the +/- Cols feature.
   
   
   
   
    
8. Total Budget Broken down by Income, COS and Expense
   Simply Hide the Full Budget column and Show the Budget Income, Budget COS and Budget Expenses  using the +/- Cols feature. See Point 7 Above.
    
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10. Export any of the above to Excel to calculate WIP
    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.
    
     
11. Learn How to Supercharge your 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 to:
    - Filter, 
    - Subtotal or 
    - Sort your Jobs data.
    
    
    
    
    
    
    
    
     

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