Jobs - List
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The List view of Jobs offers numerous functions for organising, selecting, evaluating, printing or exporting job data. At the same time it is used to navigate to specific jobs by
Displaying filtered sets of jobs
There are filtering functions in the main as well as in the list of jobs itself:
Open / Completed / Open/compl. / Cancelled / Job templates / All
You can call jobs by month/quarter/year
1. Select a period.
2. If required, change the user filter
3. Click on the arrow icon to launch the query.
Client filter (plus Status)
Click on a client name in the list to open a menu offering to call the open, completed or all jobs for this client. Here no user filter is applied !
Show last x jobs
Displays the last created jobs in the numbers you specify. You can make a default setting for this number User Settings > General.
The user filter is applied here.
Selecting jobs and calling/excluding selected jobs
To select one or more jobs click anywhere in the row except the two left-hand columns. To select several jobs use the typical Windows mouse/key combinations:
As soon as one or more jobs have been selected two buttons will appear in the main menu, offering to either display exclusively the selected records or to exclude them from the list.
Viewing Sub-Jobs in a Job Row
Each job row has a column with a little gray button displaying the number of job items to this jobs. Clicking on this button will open the SP list in a popup box.
Clicking on the column titles in the job list will sort the listed records to the field or column just selected. Some of the column titles appear as a : when you click these you will see the list not only sorted but the records appear in groups as per the column clicked, with turnover subtotals shown in each group header. Possible grouping criteria are: client, status, job manager, month.
Sales totals for all jobs listed
The footer area displays turnover and cost figures for the jobs listed.