Applies To

Workbench (Minimum Release 21.3.47.0)

PM: Executive Job Summary

Panel Description

The Executive Job Summary panel provides job-to-date revenue/cost/gross margin information as of the Workbench Through Date for jobs, summarized to a single row with the ability to drill into child jobs.

Users can select the following parameters to identify the jobs they want displayed:

Once the parameters are selected, the panel will display jobs which meet all of the criteria. 

Any Parent Job IDs (with selected child jobs rolled up into the parent) can then be clicked to display a popup window with the same revenue/cost/gross margin information for the parent and child jobs.

If you want to change the date used in the panel, enter or select a date in the Through Date on the Workbench's top navigation bar.

If you experience a problem with this panel, please submit a Service Desk ticket and reference this article.  Please provide the following information in your Service Desk ticket:

• a description of the problem
• a list or screenshot of your parameters