The Job dashboard

Modified on Thu, 4 Jul at 12:50 PM

In Magnetic you can get an overview of what is happening with your Job/Project on the Dashboard.

Follow these steps to access the job dashboard:

  1. Click on Jobs.
  2. Click on the name of the Job or View Job icon in the actions menu

Basic Understanding the Dashboard Widgets
Budget - Gives you all of the budget (cost estimate) related information of the job.
Scheduling - Gives you the breakdown of hours, estimates vs actuals, tasks and if you're overservicing on the job (spending more time/hours than planned for)
Financials - Gives you billing(Tax invoice) information including your Net/Gross Margins

TIP: You can see the relevant calculations by hovering over most information sections, for example:

Actions Menu: Additional available job actions

Job Dashboard Tabs: Additional project info on your dashboard, explained below:
Dashboard - Summarised Budget, Schedule and Financial information on the job.
Details - Summarised Job details including rate card info, tags, watchers and custom fields

- Activity that has taken place on the job, including logs, comments, briefs etc.
- Tasks associated with the job as well as summary of the open/completed tasks and the estimated/tracked time.
- A finance summary/overview of the job including all of the associated accounts on the job. Click on each section (CEs/TIs etc) to see the specific accounts.

TIP: You can hover over each heading (cost estimate, schedule, hours, etc) to get a description of what the total is made up of.

Click the "Change View" button and select "Remaining Billing" to get a detailed look into budget/over-servicing/billing metrics on the job

- Any linked sub-opportunities and jobs
- Any files uploaded and linked to the job

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