Tracking project cost, labour, margin and invoicing

Created by Turbo Support, Modified on Fri, 18 Sep at 11:56 AM by David Costello

The numbers on every project


Every project record carries a live totals footer:


Box
Description
Labour HoursHours clocked to the job
Labour CostWhat those hours cost you
Labour Net (Billed) / Labour Gross (Billed)What you've billed for them
Products CostWhat the materials and products cost you
Products Net (Billed) / Products Gross (Billed)What you've billed for them


Because cost and billed are shown separately for labour and for products, you can see where a job is making or losing money — not just that it is. A job can be fine on materials and losing badly on hours, and this footer shows you that while the job is still running.



Labour and time


Click View clocked time on the project to see the hours booked against it. The project list shows who is Clocked On right now.


Time reaches a project through clocking — the mobile app distinguishes general, workshop and project clocking. Set Automatically clock everyone off after this hour (Evening) in Projects settings so a forgotten clock-on doesn't run overnight and distort the cost.



Invoicing


  • The Invoices tab shows what has been invoiced against the job.
  • The Shipments tab shows what has gone out.
  • ShipmentsInvoices on the project record takes you into invoicing the job.
  • The project list's Invoiced tab separates jobs that have been invoiced from those still active.



Project reports in Analytics


ReportWhat it shows
Project Focus"a one stop overview of the active projects"
Project Inventory On Hand (Finished Goods)Valuation of finished goods on active projects
Project Inventory On Hand (Raw Material)Valuation of raw material on active projects
Project Requirements"your project requirement and if you have stock to meet the requirements"
UnInvoiced Items"all the items not currently invoiced on your projects"
Project ShipmentsShipments for projects in a period
Currently Clocked OnEmployees clocked on to a project
Employee HoursAll clocked hours for employees on projects
Purchased Products by ProjectProducts purchased for projects


UnInvoiced Items is the one to run monthly — it finds work you've done and haven't billed.

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select at least one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article