tologo Project Client Jobs page

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On the Client Jobs page of the Project window you can view and manage (create/edit/delete) Client Jobs records of the selected Project.

The general view of the Project Client Jobs page:

project client jobs

 

To open the Client Jobs page of the Project window click the Project icon in the Navigation panel on the left and then switch to the Client Jobs tab or select the necessary commands from the Navigation menu.

 

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On the Client Jobs page of the Project window you see the list of the Client Jobs from the scope of the particular Project (Project is selected on the Main page, its name and number are displayed in the window header. For example on the screenshot above the Project code is 0032 and its name is "Thermal Displacement Guide").

Right-clicking on the list you can select to see the selected record in a vertical view (thus all fields will be visible, no need to scroll), select what columns to display and change their order. More details...

Use Status drop-down list to select and view only Client Jobs with certain status:

client jobs status

 

Using Invoiced drop-down list to select and view only Client Jobs included/not included to any Invoice or free Jobs:

client jobs invoiced

 

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Use New, Edit and Delete buttons to create, edit and delete Client Jobs.

See Also:

Creating a new Invoice

Changing Invoice details

Deleting Invoices. Voided Invoices.

 

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In the bottom right part of the Client Jobs page of the Project window there is Calculate Totals button. Click it to see the total cost of all Client Jobs currently displayed:

calculate totals

 

note Note: The total number is calculated for the Jobs displayed, not all Jobs for the selected Project. I.e. if you selected to see only Completed Jobs (using Status drop-down list), the total cost of the Completed Jobs only will be calculated.

 

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See Also:

Creating a new Client Job

Modifying a Client Job

Deleting a Client Job record

Project Tree page