tologo Client Jobs window

All Client Jobs stored in the database are listed in the Clients Jobs window. The options available for this window are the same as those for the Client Jobs tab of the Project window. The major differences are:

– The Client Jobs window displays all client jobs of all projects.

– New client jobs cannot be created using this window.

– Existing client jobs cannot be deleted using this window.

To open the Client Jobs window click the Client Jobs icon in the Projects section of the Ribbon.

 

 

Filtering Client Jobs

Use the Status filter drop–down list to display only Jobs with a specific status.

Use the Invoiced filter drop–down list you can select to display only those Client Jobs which have or have not been invoiced.

 

Client Job statuses

Jobs in the list are marked colors depending on its status:

  • Green – client job is not completed yet, but its deadline is in the future.

  • Blue client job is not completed and due today.

  • Red client job is not completed and overdue (its deadline is in the past).

  • Black client job is completed.

Also, if a job has any status other than Normal, it will be highlighted in a different background color:

  • Orange backgroundOn Hold status

  • Green backgroundHeads-Up status

  • Grey backgroundCanceled status

_bm3 NOTE: You can change the status of any job with the help of the Special Status drop-down list in the Edit Job window.

_bm3 NOTE: You can change the colors on the Colors: Status tab of the User Settings menu in the Backstage view.

 

_bm2

 

See also:

Creating Client Jobs