Clients & Profits Online User Guide

Glossary Contents

The Job Traffic window is a snapshot of a job’s progress, highlighting the major turning points (milestones), task progress, priority, and status of the job ticket. Everything you need to keep track of a job’s progress is in the Job Traffic window, from manager and staff assignments, major due dates, and status. The Days Until Due counter is an illuminated reminder of the approaching deadline to help you meet your goals. The Job Traffic window provides a manager’s perspective on the job’s progress with a days until due counter, unfinished task list, and roomy status notes field. With the active days counter and unfinished tasks list, traffic managers can easily see what needs to be completed to get the job finished on time. Click the job diary link for a quick overview of the job’s history or to add a job diary entry with notes about what is going on with the job. To update a job's traffic information 1 From the job ticket window, click the traffic link. The traffic window opens, displaying the job's priority, production and billing status, traffic assignments, milestones, dates, and unfinished tasks. 2 Enter the job's traffic details, which include: Priority The job’s priority can be changed by clicking on the pop-up menu and choosing one of the six customizable priority levels. A job diary entry will be created each time the job’s priority is changed. Status The production status and billing status can be changed by entering a new status code over the old status code. If you’re not sure which status code to use, choose Status Codes from the Lookup menu. Double-click on a status code from the Lookup window. The status code will be copied to the Traffic window automatically. A job diary entry will be created each time the production or billing status code is changed. Dates The job’s start date and due date can be changed in the Traffic window. Changing these dates here doesn’t affect the job schedule (so Work to Do reports won’t be affected). To change the start and due dates for job tasks, use the Reschedule function in the Job Schedule window once the Traffic changes are saved. You can also enter the date closed for the job in this window. Days due The days until due counter keep a running tab on how close the shop is to meeting the job’s due date. The numbers normally appear in green, but when the job is overdue, they turn red and begin counting the days overdue. Status note The status note supplements the job’s current production or billing status. It lets you enter a brief description that appears on the Job Ticket window, on some job lists, and traffic reports. Traffic assignments The job’s traffic assignments (i.e., traffic names) are the initials of the creative and production people most responsible for getting the work done. Traffic reports can be printed for any one of the job’s traffic names. Client status notes/comments/next steps The client status notes/comments/next steps can be used to create progress reports for clients (see the Client Status report in the Job Lists) with any kind of information you want. Milestones If the job was added using a job type/spec sheet, its traffic milestones can be edited. Jobs without a job type won’t show milestones. Unfinished tasks The job’s unfinished tasks are listed for an overall view of what needs to be completed. This field shows the task, who it is assigned to, and when it is due. When tasks are marked done, they no longer appear on the list. 3 Click Save. To clear the job's traffic information 1 Click the clear button to erase the job's dates, statuses, milestones, and notes to start over. To print the job's traffic report 1 Click the print button to print this job's traffic report.