Job Overview Tab

The Job Overview tab of the Job Management screen displays a graphical representation of projects and jobs with their scheduling and resource allocations.

Note: You must set up colours for Job Types, Job Statuses, and Job Categories before using the Job Overview tab.

Job Filters

Use the job filters on the Search tab to search for jobs. You can also search jobs by date by selecting options under Date Search.

You can hide the job filters by clicking the button.

Job Overview Chart

The lower section of the Job Overview tab contains two areas:

• An expanding list of all jobs and projects matching the filtering criteria displays on the left. Click the plus or minus boxes next to a job or project to expand or collapse the jobs underneath it. All projects are displayed first, with jobs that are not assigned to a project displayed underneath them.

• A Gantt chart showing all jobs and projects that match the filtering criteria displays on the right.

Projects are represented on the Gantt chart with arrowed bars ( ).

Jobs are represented by coloured bars. Select a value from the Colour Scheme control to set what the colours represent. You can also highlight jobs that have alerts or any custom flags enabled.

Resource allocations display next to job bars.

Note: The chart does not update automatically as job details change. To update the chart, click Search again. If the Show Job Overview screen needs refresh warning User profile setting is enabled, a warning message displays when a job changes. To set the chart to update itself at a set interval, configure the Job Cost Management Screen Auto Refresh Interval Company profile setting.

Editing Jobs

Hovering the mouse pointer over a project or job on the Gantt chart displays its details:

Click on:

• The left edge of a job bar and drag to change the job's Start Date
• The right edge of a job bar and drag to change the job's Due Date
• The centre of a job bar and drag to move the Start and Due Dates at once (keeping the job's duration the same)

Note: If resources have been allocated to a job, changing the Start and/or Due Date changes the resource allocation dates.

Double-clicking on a job opens the Job Details window, in which you can edit the job.

Double-clicking on a project opens the Project Details window, in which you can edit the project.

Right-Click Options

Right-clicking on a job or project on the Job Overview tab displays:

• New Job - create a new job
• New Sub Job - create a new sub job
• New Duplicate Job - create a new job by copying an existing job
• Attach to Master Job - assign an existing job as a sub-job of an existing master job
• Add to Project - add the selected job to a project (and optionally create a project)
• Remove from Project - removed the selected job from the project it is currently assigned to
• Edit Project Details - edit the details of the selected project
• Assign Resources - edit the resource allocations for the selected job