Jobs Planner

Jobs Planner

This Jobs Planner page displays a bar chart showing the duration of Jobs over the next 30 days. This bar chart is similar to the white marker board calendars that many companies use to get an overview of busy schedule times. The darker grey areas in the date row indicate weekends to allow better planning of resources.

Jobs are shown in different colors for clarity. The color represents the Status levels of the Jobs.

Red Active or Higher

Blue Confirmed

Green Provisional (HP)

Grey Quote

Statuses of less than Quote are not displayed in the Jobs Planner.

The Jobs displayed are those:

for the month starting at the date set in the Date box

with a Status from those set with the Filter buttons

If a Job starts or ends outside the selected period, its start or end date is displayed in the Job Information window.

To change the start date, use the drop down date window located in the upper left hand corner:

You can also select to filter the display by the status levels of the jobs. You may select any combination by selecting the status button:

In this example you would only be viewing jobs with a status level of Quote or Active.

Each time you make a change to the date or the status level, you must press either press the Refresh button to see the newly filtered jobs or if you select the Auto Refresh function, each time you change statuses or dates, the display will change immediately.

By default, The information in the jobs window will display the Job Title. The user may also toggle between 1) the Job Reference number, 2) the Client Name or 3) the Job Title.

To filter the displayed jobs on specific Job Type, select the Job Type from the drop down list:

Multi-site Users:
If you have been given access, you may display the jobs in any selected site. Choose from the drop down list

If you wish to view the job information in the job information window, click once and the arrow icon will change to a + sign. Then single click on any displayed job and the Job Information will appear in the Job Information Window for review. If you double click any job, the Job Book will open and the selected job will be displayed.