Content Comparison

1

The Job list shows you a list of jobs – which can be used for reporting purposes or specific job-related activities e.g. creating quotes. The columns visible can be chosen from the ‘sandwich’ menu outlined in reference #5 

2

Create new job allows you to create new jobs 

3

This drop-down menu allows you to view the job list in different ways – Status (2) is how you will run your weekly WIP meetings 

4

The filter allows you to filter the job list e.g. by Project Manger, Client, Team, Job Type or any other dimensions related to the job – for viewing and reporting purposes 

5

This ‘sandwich’ menu allows you to: 

• Expand 

• Collapse 

• Save favourite views 

• Modify grid (choose the columns you want to see, and what field you want to sort and sub-total by) 

• Export grid data 

• View grid shortcuts 

1

By selecting a job in the jobs list, you can drill into more information about that particular job 

2

Down the left-hand side of the jobs list there are additional modules that relate to a selected job. These are the modules we use at Mahlab:  

1. Briefing – where finalised job briefs are uploaded 

1. Chat – create job specific conversation with other Mahlab team members 

1. Tasks  - create timelines/schedules on the selected job 

1. Price – create price quotes on the selected job 

1. Purchase Order – create POs on the selected job 

1. Invoice – create invoices on the selected job 

1. Costs – review costs (time, expenses, POs etc.) on the selected job. Close (“settle”)open POs that will not be subject to any further invoicing 

1. Documents – upload or download files saved to the selected job 

3

The job properties side bar allows you to update job information e.g. 

• Job dates 

• Project Manager or Account Manager on the Job 

• Project 

• Client Contact 

• Job Type 

• Dimensions (such as Client Segment) 

4

This is the current job status, by clicking on it you can easily change the job status 

5

The further options menu has additional job-related functions including: 

• Create a job 

• Duplicate a job 

• Move job to another client 

• Add a time entry 

• View job KPI 

• View job log 

Company 

This will default to company you are creating the job in

Client 

Name of client/company 

Client contact 

The project contact at the company/client 
Can be left blank or use the ‘+’ to quickly add a new contact 

Project 

The grouping, campaign or project this job belongs to 

Use the ‘+’ to quickly add a new project 

Price list 

The price list (rate card) will default to the client’s standard price list 

Employee Group 

This will default to ‘All Employees’ 

Job Type 

This is a list and will depend on how your WorkBook has been setup

Project Manager

Manager of the project deliverables and budget 

Account Manager

Defined as the main client contact overseeing the job

Time entry 

This will default to ‘All’ 

Job end date 

Job due/end date – date you expect to close the job 

This can be modified later as needed. 

Billable job 

Yes/No – defaults to yes for client jobs  

Job name 

Name of job 

Job folder name 

Will default to job name 

Status 

Job status will default to “quotation” (yellow) but can be set to changed automatically e.g. when a price quote is approved or be changed manually - this will depend on your WorkBook setup

Note: If duplicating an existing job, please be aware that the job status will also need to be manually re-set