Page Comparison

Project

A way of linking together / grouping multiple jobs underneath the client, for the purposes of reporting. 

Job

A job has a unique ID and holds all invoices, quotes, schedules, forecast, for a single, or a series of, client deliverable/s.  

Schedule

A collection of phases & tasks grouped together for the purposes of planning a timeline and resource assignments. 

Price Quote

A quote that can be output for the purposes of client approval. Has statuses assigned that will be used for forecasting revenue.   

Invoice

An invoice that can be output to send to client.   

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. The most common modules used are:  

2a. Briefing – where finalised job briefs are uploaded 

2b. Chat – create job specific conversation with other team members 

2c. Tasks  - create timelines/schedules on the selected job 

2d. Price – create price quotes on the selected job 

2e. Purchase Order – create POs on the selected job 

2f. Invoice – create invoices on the selected job 

2g. Costs – review costs (time, expenses, POs etc.) on the selected job. Close (“settle”) open POs that will not be subject to any further invoicing 

2h. 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

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