Understanding Job Dashboard Layouts

Job dashboards automatically update as team members track time, Tasks are marked as completed and invoices are generated.

At the top of the Job Costing tab, you’ll see:

• Job Title and Status (Draft, Active, Closed).

• Client and Client Contact names.

• A Timeline bar displaying start and end dates.

• A Next Milestone date reminder.

• Option to + Add Milestone.

The Tasks tab dashboard includes all the Job Costing information as well as:

• Account Executive

• Time Recon: Tracked vs. estimated hours.

• Task Recon: Completed Task percentages.

• Billable total: Displays billed vs. remaining Job value.