If you select a Job and then click the Job Progress sidebar button, the system will open the Job Progress viewer for the selected job. This viewer enables a project manager to select and view summarized information for all jobs (open and closed) that he or she manages.
The Project Manager field in the Job Viewer must be completed for a Job to be included in the list of Open or Closed Jobs for this Manager.
Tip: New Project Manager Workbench Viewer
The Project Manager Workbench is designed to enable a project manager to handle all critical functions related to a job including:
RFI/RFP/Submittal/RFQ document creation and tracking
Subcontractor PO management
Vendor Invoice Approval
Change Order Management
Registry Entry Project Manager
The tabs in the upper section of this screen organize the primary record information, and list the Open and Closed Jobs associated with this Project Manager. The tabs on the lower section of this screen display information for the Job selected in the Open or Closed Job Tab.
If you select a Job and then click the Job Progress sidebar button, the system will open the Job Progress viewer for the selected job.
Click this button to launch the Purchase Order viewer to create a PO for the selected Job. The Job Id in the new PO will be completed for you. However, if the system date (today) exceeds the Job’s Date Closed, the message ‘Cannot Create Job PO for closed Job’ will be displayed; the Purchase Order viewer will not be launched.
Main Tab
Project Manager Id:
An Id uniquely identifying this record. This field is required.
Project Manager Name:
This field would generally be used to record the full name of the Project Manager.
Employee Id:
The Employee Id of this Project Manager. Double-click on this field (or press Alt+F7) to select from a list.
Contact Id:
This field specifies the record that supplies the e-mail, phone and address contact information for this Project Manager.
Contact Type Id: Firm:
Email Address: Email Fax: Email Pager:
Notes: Mailing Address:
These display-only fields default from the Contact record. To update them, right-click on the Contact Id and edit the Contact record directly.
Project Manager User1: Project Manager User2: (30 character x 2)
These optional fields may be used to record additional information required by your company.
Obsolete?
If this field is checked, the record is considered Obsolete, and it may not be directly specified during data-entry (either by entering the Id or selecting it from a list). Obsoleted records can be edited and the Obsolete option can be un-done when necessary. When you check the Obsolete field, the following message box will be displayed:
“You have elected to obsolete this record. Would you like to see existing references to this record?”
If you click Yes, the system will display a viewer that provides click-through access to all tables referencing this record: see References List for details.
Open Jobs Tab
Client Id: Job Id: Job Name:
All open Jobs associated with this Project Manager are listed on this tab. If you double-click on a line, the Job record for that line will be opened.
Jobs with the Closed Dates set to today or later appear in the Open tab (since they are open as of today).
If you click on a line to select it, information on the selected job will be displayed in the lower tabs.
Selecting the Sort Order by Column Heading
By default, Jobs are sorted by the Client Id, and then the Job Id. To change the sort order, click the column heading you wish to sort by. To change the sort order from descending to ascending, click the column heading again: click again to sort the list in descending order.
Closed Jobs Tab
Client Id: Job Id: Job Name:
All closed Jobs associated with this Project Manager are listed on this tab. If you double-click on a line, the Job record for that line will be opened.
Jobs with a Closed Date of yesterday or earlier will appear in the Closed tab. Jobs with a Closed Date in the future will appear on the Open tab.
If you click on a line to select it, information on the selected job will be displayed in the lower tabs.
Revenues Tab
All revenues (and their associated costs) are listed by source journal and Invoice Id (if available); note that the Transaction Id for revenues recorded on a Work Order is the Work Order Id. Totals for all transactions are listed on the first line of the table.
Revenues are broken out by: Labor, Material, Other and Subcontractor charges. Revenues are also categorized as Unbilled, Deferred, Adjusted and Billed. Actual and committed costs (where available), and actual quantities are displayed for each line of revenue.
Invoices Tab
Invoice Id - Date - Desc - Amount Billed - Amount Paid - Discount Taken - Balance - Last Payment Date
If one or more invoices have been generated for the selected Job, they will be listed on this tab. Totals for all invoices are listed on the first line of the table. For each invoice, the date, discount taken, number, amount, amount paid and status are listed.
If invoices are automatically saved on your system (see Registry Entry to Autosave ), double-clicking a line will display a copy of the physical invoice.
Purchases Tab
All purchases for the selected Job are listed on this tab. Purchases are broken out by PO Id and line detail, including the Description, Quantity Orders, Unit of Measure, Unit Cost, Amount (Unit Cost x Quantity Ordered), Quantity Received, Quantity Vouchered, and Vendor. Purchases Tab
Double-click on a Purchase Order to open the Purchase Order viewer.
Cost Code Summary Tab
This tab displays a summary view of revenues and costs for each of the Cost Codes for this Job. Since this information is pulled from Job History, only those cost codes which have Job History will appear. For each Cost Code, Labor, Material, Other and Subcontractor charges are totaled. For each Cost Code, revenues are categorized as Unbilled, Deferred, Adjusted and Billed. Total actual and committed costs (where available) and quantities are displayed for each Cost Code.
Billing Item Summary Tab
This tab displays a summary view of revenues and costs for each of the Billing Items for this Job. Since this information is pulled from Job History, only those Billing Items which have Job History will appear. For each Billing Item, the total Labor, Material, Other and Subcontractor changes are listed. For each Billing Item, revenues are categorized as Unbilled, Deferred, Adjusted and Billed. Total actual and committed costs (where available) and quantities are displayed for each Billing Item.
Reports Tab
This tab lists the Reports that have been specified for the project managers in your company (see Registry Entry Project Manager). Double-click on a Report to launch it. If a Job has been selected in either the Open or Closed Jobs Tab, the Job range (if it exists on the report) will be filled in with the selected Job. If a Project Manager range appears on the report, it will be filled in with the Project Manager’s Id.
Attachments Tab
This tab displays a list of all documents collected for the selected job. Double-click on a line to show the selected document.