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 Client Jobs tab of Project window. The major differences are:

– 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 Client Jobs window click Client Jobs icon in the Projects section of Navigation Panel.

Filtering Client Jobs

Use Status filter drop–down list to display only Completed, Not Completed, or Overdue Client Jobs.

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

If you have set invoicing policy for this Client in this Client's profile on the Main tab of Client window, TO3000, Version 9.0 will advise you whether the jobs are ready for invoicing or not.

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 either in red or in green:

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

Note: Status colors can be configured b clicking menu Settings > Personal and then clicking Colors: Status.

See also:

Creating Client Jobs