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Active Production Jobs Report

View all projects currently in active production stages. This report shows projects where the production stage is set to "Open" status and the project is not marked as "Lost."

Accessing the Report​

Reports > Production > Active Production Jobs

What This Report Shows​

The report displays all projects meeting these criteria:

  • Production stage has "Open" status (identify = 'O')
  • Project stage is not "Lost"
  • Project is not deleted
  • Has a production stage assigned

Results are sorted by Predicted Finish Date (ascending) by default.

Report Columns​

ColumnDescription
PIDProject ID number, links to the project
Contact/TitleClient name (links to contact record) with project title displayed below
SalespersonSales person assigned to the project
Planning Team LeaderTeam leader assigned for planning
Complete %Current completion percentage
Sold AmountTotal contract/sold amount
Production StageCurrent production stage name
Opportunity TypeProject category/type
Predicted StartPredicted production start date
Predicted FinishPredicted production completion date (color-coded)
Contract FinishContractual finish date
Project ManagerProject manager assigned
Lead CarpenterLead carpenter assigned
NotesClick to open the project notes panel

Date Color Coding​

The Predicted Finish column uses color coding to highlight scheduling concerns:

  • Red - Past the predicted finish date (overdue)
  • Orange - Due within the next 7 days
  • Default - More than 7 days until predicted finish

Available Filters​

Click Show Filters to open the filter panel. A badge indicates when filters are active.

FilterDescription
UserFilter by any user assigned to the project. Searches across Salesperson, Planning Team Leader, Lead Carpenter, Master Electrician, Lead Painter, and Project Manager fields
Production StageFilter by a specific production stage
Opportunity TypeFilter by project opportunity type
Project TypeFilter by type: All, Project, Warranty, or Evaluation

Report Totals​

The footer displays:

  • Total project count - Number of projects in the results
  • Total sold amount - Sum of all sold amounts for displayed projects

Sorting​

Click any column header to sort:

  • First click: Ascending order
  • Second click: Descending order
  • Third click: Remove sort (returns to default)

Export Options​

Click Export CSV to download the report data:

  • Exports all visible columns
  • Includes applied filter results
  • Includes totals row
  • Filename: production-active-jobs-YYYY-MM-DD.csv

Printing​

The report is optimized for printing:

  • Prints in landscape orientation
  • Filter buttons are hidden when printing
  • Active filters are displayed at the top when printing
  • Uses compact fonts for better fit

Common Use Cases​

Weekly Production Meeting​

Review all active projects to discuss status, identify blockers, and plan upcoming work.

Resource Planning​

Use the User filter to see workload by team member. Review project counts and total values per person.

Schedule Review​

Sort by Predicted Finish to see upcoming deadlines. Use color coding to identify overdue or at-risk projects.

Stage Management​

Filter by Production Stage to focus on specific phases. Identify bottlenecks where too many projects are stuck.

Warranty Tracking​

Set Project Type filter to "Warranty" to view only warranty jobs in production.

Identifying Issues​

Overdue Projects​

Look for red-highlighted dates in the Predicted Finish column. These projects have passed their target completion date.

At-Risk Projects​

Orange-highlighted dates indicate projects due within a week. Verify they are on track.

Stuck Projects​

Projects with low Complete % that have been in the same stage for an extended period may indicate issues.

Workload Imbalance​

Use the User filter to compare project counts and values across team members.