Job Performance & WBS
Track margins at every phase. Not just the total.
High-level project numbers hide where money actually goes. WBS-level performance tracking in Aimsio shows profitability at the phase where margins are won or lost.
Before & After
What changes when you switch to Aimsio
Without phase-level performance tracking
- Job performance only visible at the total job level - phase-level overruns hidden inside job-level averages until it is too late.
- Phase-level overruns hidden by job-level averages - one profitable phase masks a money-losing one until close.
- WBS and performance data in separate tools - requires manual compilation and is always out of date by the time it is ready.
- No way to benchmark phase performance across jobs - estimating done by gut feel rather than historical phase data.
With Aimsio Job Performance & WBS
- Margins visible at the phase level, not just the total - You see exactly where money is going, not just whether the whole project is over or under.
- Overruns caught at the source - Phase-level flags surface problems before they compound into project-wide losses.
- Performance and structure in one integrated view - No switching between tools to compare WBS budgets against actual costs.
- Patterns that repeat across projects become obvious - Compare phase performance across jobs to find where your operation consistently wins or loses.
Core Capabilities
Everything you need for phase-level profitability
Job performance and WBS in one integrated view - so you always know where your margin is and where it is at risk.
Phase-Level Profitability
Compare billable work against actual costs at each WBS phase. not just at the total job level where overruns can hide for weeks.
WBS Structure
Build your work breakdown structure to match the way your project is actually organized. Assign budgets per phase and track actuals independently.
Billable vs Actual by Phase
See the billing value generated vs the cost incurred at each phase. updated as work is captured, not at the end of the month.
Variance Tracking
Variance is flagged at the phase level the moment it occurs. so you can act before one phase's overrun compounds across the whole job.
Phase Completion
Track phase completion tied to real field data. not estimated percentages. Know exactly where you are on each phase at any point during the job.
Cross-Job Benchmarking
Compare phase performance across multiple jobs to identify where the same phase type consistently underperforms and improve your estimating.
How It Works
From phase structure to real-time profitability
Set up WBS with budgets per phase
Define your WBS structure and assign a budget to each phase. Configure how actuals will be coded to phases as field work is captured.
- Multi-level WBS supported
- Budget per phase configured at job setup
- Phase completion criteria defined upfront
Actuals flow in and compared to phase budget
Every ticket, timesheet, and purchase order is automatically assigned to the correct WBS phase. Aimsio compares actuals against the phase budget and updates the performance view in real time.
- Actuals coded to correct phase automatically
- Billable value vs actual cost compared per phase
- Variance calculated as each entry is saved
Drill into any phase to see what is driving variance
Open the performance dashboard and click through from job summary to individual phase to ticket-level detail. See exactly which line items are driving the variance and what to do about it.
- Job to phase to ticket drill-down
- Variance broken down by labour, equipment, materials
- Historical phase benchmarks for comparison
See It In Action
Job performance and WBS in the platform
Watch how Aimsio tracks profitability at the phase level in a real field operations environment.
Pushing all of our workflows into Aimsio has allowed us to grow to over 200 staff with only 5 administrative roles. By managing project performance and costing in Aimsio, we've minimized accounting support needs.
Integrations
Works with the tools you already use
Aimsio connects to your accounting, payroll, and ERP systems - so data flows without double-entry.
QuickBooks Online
Sage Intacct
ADP
Explorer Eclipse
Sage 300
NetSuite
MS Nav
MS Business Central
Viewpoint Vista
AcumaticaFrequently asked questions
Aimsio Job Performance and WBS is an integrated view that combines work breakdown structure tracking with live profitability data. It lets you compare billable work against actual costs at the phase level - not just at the total job level - so you can see exactly where margin is won or lost.
At the total job level, a profitable phase can mask a money-losing one. By the time the overrun surfaces in the job total, it is often too late to act. Phase-level tracking gives you early warning - the moment a phase starts to slip, you see it and can respond.
When field tickets, timesheets, and purchase orders are created, they are automatically coded to the correct WBS phase based on the job and dispatch configuration. No manual tagging by field crews is required.
Yes. Aimsio's performance dashboard lets you click through from the job summary to the phase level to individual ticket detail. You can see exactly which line items are driving a variance at any level of the hierarchy.
Yes. Aimsio stores historical phase performance data across all jobs. You can benchmark how a specific phase type performs across different jobs, crews, or time periods - giving you data to improve future estimates.
Phase completion milestones can trigger billing events. When a phase is marked complete, Aimsio can prompt the appropriate billing action - whether that is generating an invoice, requesting client sign-off, or sending a billing notification to your finance team.
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revenue in the field?
See how Aimsio can transform your operations in a 30-minute demo.