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Drilling into a Job

From the Analytics page, no chart takes you straight to a single job. What you can do is narrow the portfolio by Company, PM, or Category, then jump to All Jobs to pick the specific job. This page covers the two breakdown cards that surface category-level detail (Category Mix and Costing Health), and the honest workflow for going from a chart back to a job.

tip

Two opt-in widgets actually emit a filter when you click them: PM Leaderboard and Company Radar. The rest of the charts on Analytics are read-only for now.

warning

Drilling on Analytics sets a filter — it does not open a job. PMs sometimes expect chart clicks to behave like a BI tool with one-click drill-through to a row. Today on JCI, drilling narrows the portfolio; picking the specific job is a separate step on the All Jobs page.

The Category Mix donut​

A donut chart of categories sized by total spend across all in-scope jobs. One ring of pie slices, one slice per category present in the data — typically Labor, Materials, Equipment, Pump, Subs, and Other.

  • Slice size is proportional to that category's total spend.
  • The legend below the chart lists each category with a colored dot and its percent share of Portfolio Total.
  • Hovering a slice shows the dollar amount.
  • Slices are not clickable — there is no drill-down from this card today.
note

Pump always reads $0 in the legend, and the pump slice is a near-invisible thin sliver in the donut. That's expected, not a rendering bug — pump costs are never populated in the source data.

For the full list and definitions of each category, see Categories.

The Costing Health bars​

One horizontal bar per category, showing the percent costed for that category — the share of that category's total spend that has reached either Confirmed (blue) or Accounting Costed (green) status.

ColorRangeMeaning
Green80% or higherHealthy — most dollars in this category have moved out of the PM queue.
Amber40% – 79%In flight — a meaningful share is still flowing through PM Confirmed, Pending PM, or Missing Ticket.
RedBelow 40%Mostly uncosted — a lot of this category's spend hasn't resolved yet.

The bars are not clickable.

info

Labor is almost always green here. That isn't a result of careful PM work — it's because labor auto-confirms on clock-in, so labor dollars hit "Confirmed" status almost immediately. The signal in Costing Health is in Materials, Subs, and Equipment — those are the categories that show real progression as PMs work their queue.

For the lifecycle colors that determine what counts as "costed," see PO lifecycle colors.

What "drill-down" actually means on Analytics​

The drill-down workflow on Analytics is filter-then-navigate, in two halves.

First half — chart sets a filter chip​

Two of the opt-in widgets emit a filter when you click them:

  • PM Leaderboard — clicking a PM's bar adds a PM chip to the filter row at the top of the page.
  • Company Radar — clicking a legend entry adds a Company chip.

Once the chip lands, the four scorecards, the area chart, the monthly bars, and the breakdown cards all refresh together to reflect the narrower scope. The chip stays in the filter row for the duration of your time on Analytics.

Second half — navigate to All Jobs and pick the job​

Going from the narrowed Analytics page to a specific job is its own step. The chip on Analytics does not carry across when you click All Jobs in the header — drill-down chips reset on page navigation.

Two ways to bridge that gap:

  1. Re-apply the filter on All Jobs. Click All Jobs in the header, then add the same Company or PM chip on that page's filter bar. The All Jobs table will narrow to the same scope you were looking at.
  2. Use Copy Link first. On Analytics, while the chip is still applied, copy the page URL (the Copy Link control encodes the filter state). Open that URL in a new tab, and All Jobs inherits the filter from the URL.

Once All Jobs is filtered, click the row that matches what the chart was pointing at to open Job Detail for that job.

For chip mechanics across the dashboard, see Drill-down chips and Filter Banner.

Widgets that look like they should drill but don't​

Be explicit so you don't go hunting for a click handler that isn't there:

  • Portfolio Bee Swarm — every job is shown as a dot. Hovering reveals the job name and total spend. Clicking does nothing today. If the outlier dot you spotted is the one you want, you'll need to remember the job name and look it up in All Jobs.
  • Spend Trend Multiples, Month-over-Month Slope, Pipeline Funnel, Category Heatmap — all read-only on Analytics today. None of them route to a specific job.

When you spot something on Analytics that you want to chase down to a specific job:

  1. Use the My Jobs toggle and the Company / PM chips to narrow Analytics to the relevant slice of the portfolio.
  2. If a chart highlights a specific PM or company, click it (PM Leaderboard or Company Radar) to add it as a chip.
  3. Click All Jobs in the header. Chips do not persist across the navigation — re-apply the same PM or Company filter on All Jobs via its filter bar. (Alternatively: use Copy Link on Analytics first, paste the URL into a new tab, and All Jobs inherits the filter from the URL.)
  4. In the All Jobs table, find the row that matches what the chart was pointing at.
  5. Click into Job Detail for the full picture on that job.

That's five steps, and steps 3 and 4 are unavoidable — there is no chart on Analytics today that collapses the workflow into a single click.

A few notes worth flagging​

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Numbers can be up to four hours stale. The Category Mix and Costing Health you're looking at may not reflect a ticket uploaded an hour ago. See Data refresh rates.

Costing Health is per-category percent costed, not lifecycle stage distribution. A single bar shows what share of that category has resolved — it does not break the category down by which lifecycle status its dollars are in. If you want a per-status breakdown across the whole portfolio, the Pipeline Funnel widget is the closest fit (see the Portfolio widgets catalog).