Clients & Profits Online User Guide
The Job Timeline is a graphic representation of when the tasks for a job are scheduled to be worked on.
The timeline is a job task management tool. With the schedule visually displayed, you can see if it sets realistic goals. Using the tools and links, you can add special task instructions, reschedule tasks, reassign them to other staffers, and more.
The Job Timeline window displays a job’s schedule in an easy-to-read visual format with each scheduled task sorted by its start date. Up to six months of a job’s schedule can appear at one time, but you can scroll from month to month using the previous and next toolbar buttons. The entire job’s start and due dates appear in the upper-right corner of the Job Timeline window for reference.
To open the Job Timeline window
1 Choose Production > Job Tickets.
2 Find the job whose timeline you wish to review.
You can either scroll through the jobs using the previous and next toolbar buttons, or find them using the Find Job search tool. If you don’t remember the job number, click on the find more link to search by client, sequence, production or billing status, and more.
3 Click the timeline link in the lower-left corner of the Job Ticket window.
The Job Timeline window opens. Once you’ve opened the Job Timeline, you can get additional task information, like special instructions or estimate amounts. You can also reschedule the entire job, reassign tasks between resources, or clear the entire job schedule.
To review a task’s special instructions
1 Click on the task to select it.
2 Click the special instructions link.
If the task has special instructions, you’ll be able to see them.
3 Click the close window box or press tab to close the Special Instructions window.
To review a task’s estimate amount
1 Click on the task to select it.
2 Click the task estimate link.
The Lookup Estimate window opens. If the task has estimate information, you’ll be able to see it in this window.
3 Click the close window box to close the Lookup Estimate window.
To view the scheduling calendar
1 Click the calendar link.
2 The Calendar window opens.
You’ll see the current month displayed. Small, non-interactive calendars for the prior and next month after are also displayed to the right of the current, interactive month’s calendar. You can make any month interactive by choosing it from the pop-up menus. Click on any day in the current month to see which tasks -- and what resources -- are scheduled for that day.
3 Click the close window box to close the Calendar window.
To scroll from month to month in the Job Timeline window
1 To scroll backward one month at a time, click the previous Month button.
The timeline moves backward one month each time you click the button.
2 To scroll forward one month at a time, click the Next Month button.
The timeline moves forward one month each time you click the button.
To clear this job’s schedule
1 Click the clear button.
2 A dialog box opens asking if you wish to clear this job’s schedule.
If you click Yes, the job’s schedule will be cleared. If you click No, the job’s schedule remains.
To reschedule this job’s schedule
1 Click the reschedule button.
2 The Reschedule Tasks window opens.
You can reschedule based upon a new start date or due date for the entire job.
3 Click on either the Start date or Due date option to use to reschedule this job.
The current start or due date will automatically appear in the Current date field.
4 Type the new date.
5 Click OK.
Any unfinished task on this job is rescheduled based upon the new start or due date of the entire job. The dates are automatically scheduled based on the lead time added when the task was set up.
To reassign scheduled tasks to someone else
1 Click the reassign toolbar button.
2 The Reassign Deadlines window opens.
3 Enter the initials of the staffer who you wish to remove from whatever task(s) on this job they are scheduled to do.
4 Press Tab.
5 Enter the initials of the staffer who you wish to assign to replace the staffer you’ve removed.
6 Click OK.
The task or tasks that were assigned to the original staffer are now assigned to the staffer you’ve indicated should take over the work. The reassigned tasks will now appear on the new staffer’s work-to-do report and Weekly Task Planner.
To print this job’s schedule
1 Click the print Schedule toolbar button.
A report listing the job’s schedule will be printed.
To print this job’s timeline
1 Click the print Timeline button.
A report displaying the job’s timeline will be printed. The timeline prints horizontally, so be sure to check your paper orientation before pressing Print in your print dialog box.
