Difference between revisions of "Job tenders list"

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''Job tenders page: [https://cloud.protemos.com/tender/index https://cloud.protemos.com/tender/index]''  
 
''Job tenders page: [https://cloud.protemos.com/tender/index https://cloud.protemos.com/tender/index]''  
 
----
 
----
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Go to '''Jobs=>Tenders list''':
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Go to '''Jobs⇾Tenders list''':
  
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[[File:Tenders list menu.png|border|200px]]
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[[File:Tenders.png|border|100px]]
  
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On the “'''Jobs'''” page you can:  
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On this page you can:  
  
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- View all vendor jobs for all projects
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—View all job tenders
  
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- Search vendor jobs with filters
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—Search tenders with filters
  
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- Open each job for editing
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—Open each tender and related job for reviewing or editing (depending on the tender status)
  
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-      Export all the displayed table of jobs to Excel
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For more information on how to create tenders, please check the '''<U>[[Create job tenders]]</U>''' page.
 +
__FORCETOC__
  
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=='''Search jobs with filters'''==
 
  
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By default, you can see all the jobs in your database, 50 per page. If you want to hide or display some jobs from the list, you may apply filters.
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=='''Search tenders with filters'''==
  
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You can hide or display filter fields by pressing the [[File:filter arrow gray.jpg|border|25px]] button in the upper right corner:
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By default, you can see all the tenders in your database, 50 per page. If you want to hide or display some tenders from the list, you may apply filters.  
  
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[[File:Jobs filter empty.png|border|1100px]]
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You can hide or display filter fields by clicking the [[File:filter arrow gray.jpg|border|25px]] button in the upper right corner:
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[[File:Job tenders filter 1.png|border|1100px]]
 
   
 
   
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So you can enter the data into the appropriate fields and press the "'''Apply'''" button, please see the example below:
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SSo you can enter the data into the appropriate fields and click '''"Apply"'''.  
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[[File:Jobs filter applied.png|border|1100px]]
 
 
   
 
   
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As you can see, the filter header turns blue. It means that the filter is applied.
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If the filter  is applied, the header turns blue:
  
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You may collapse (hide) the filter interface by pressing the [[File:Blue arrow.jpg|border|30px]] button.
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[[File:14.png|border|900px]]  
  
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Please remember the collapsed filter remains activated, and it is clearly indicated by the red color.  
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You may hide the filter interface by clicking the [[File:Blue arrow.jpg|border|25px]] button.  
  
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You can expand the collapsed filter back by pressing the [[File:Blue arrow.jpg|border|30px]] button again.
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<span style="color:red">'''Note''':</span> The hidden filter remains activated.
  
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Please note that the applied filter is remembered, so it will remain even if you leave the page.  
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You can expand the hidden filter back by clicking [[File:Blue arrow.jpg|border|25px]] again.
  
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To inactivate the filter, press the "'''Clear'''" button. The header color will turn to gray, which means that no filter is currently applied.
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<span style="color:red">'''Note''':</span> The applied filter is remembered, so it will remain even if you leave the page.  
  
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=='''Job filters description''' ==
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To inactivate the filter, click the '''"Clear"''' button.
  
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*'''Job code''' — displays only the jobs with the codes containing the entered symbols sequence.
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The header color will turn to gray, which means that no filter is not applied:
  
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*'''Job name''' — displays only the jobs with the name containing the specified text.
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[[File:S1.png|border|900px]]
  
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*'''Statuses''' — displays only the jobs with the specified status (Draft, Proposed to vendor, Confirmed by vendor, Declined by vendor, Completed, Accepted by manager, Rejected by manager, Canceled).
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=='''Tender filters description''' ==
  
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*'''Language pair''' — displays only the jobs with the selected language pair.
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*'''Tender code'''—displays only the tenders with the codes containing entered symbols sequence.
  
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*'''Specialization''' — displays only the jobs with the selected specialization.
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*'''Tender type'''—displays only the tenders of the specified type (First claimer, Selected by manager (fixed price), Selected by manager (negotiable price)).
  
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*'''Service''' — displays only the jobs with the selected service.
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*'''Statuses'''—displays only the tenders with the specified status (Draft, Active, Review, Canceled, Completed, Failed).
  
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*'''Start date''' — displays only the jobs which were started in the specified period of time.
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*'''Job code'''—displays only the jobs with the codes containing entered symbols sequence.
  
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*'''Deadline date''' — displays only the jobs with deadlines in the specified period of time.
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*'''Language pair'''—displays only the tenders with the selected language pair.
  
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*'''Primary manager''' — displays only the jobs issued by a specific primary manager.
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*'''Start date'''—displays only the tenders which were started during the specified period.
  
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*'''Client''' — displays only the jobs for a specific client.
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*'''End date'''—displays only the tenders that ended during the specified period.
  
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*'''Vendor''' — displays only the jobs fulfilled by the selected vendor.
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*'''Primary manager'''—displays only the tenders created by the selected primary manager.
  
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*'''Note''' — displays only the jobs with notes containing the specified symbols combination.
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*'''Client'''—displays only the job tenders within the project for a specific client.
  
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*'''Overdue''' — displays due or overdue jobs in accordance with the filter value applied (Yes, No).
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*'''Vendor'''—displays only the tenders proposed to the selected vendor.
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*'''Assigned to vendor''' — displays only the assigned or unassigned jobs in accordance with the filter value applied (Yes, No).
 
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*'''Free of charge''' — displays jobs marked or unmarked as free of charge in accordance with the filter value applied (Yes, No).
 
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*'''Has payables''' — displays only the jobs with or without payables entered in accordance with the filter value applied (Yes, No).
 
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=='''Jobs editing'''==
 
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To open a job for editing, click its name in the table:
 
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[[File:W job name cklicking.jpg|border|440px]]
 
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Job view page opens, where you will be able to edit the job.
 
  
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=='''Export'''==
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=='''Open tenders and jobs for reviewing and editing'''==
  
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You can export all the displayed table of jobs to Excel by pressing “'''Export to Excel'''” button over the upper right corner of the table:
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To open tenders and jobs for reviewing or editing, click on their codes in the table:
  
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[[File:W job export to excel.jpg|border|1000px]]
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[[File:Tenders list open tend and job.png|border|1100px]]
 
   
 
   
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<span style="color:#DC143C">'''Note:''' The exported file will contain the filtered records from all the pages of the table, not just the ones displayed on the first page.</span>
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<span style="color:#DC143C">'''Note:'''</span> You can edit tenders and related jobs only in tenders with the '''Draft''' status.

Latest revision as of 15:54, 23 September 2022

Job tenders page: https://cloud.protemos.com/tender/index

Go to Jobs⇾Tenders list:

Tenders.png

On this page you can:

—View all job tenders

—Search tenders with filters

—Open each tender and related job for reviewing or editing (depending on the tender status)

For more information on how to create tenders, please check the Create job tenders page.


Search tenders with filters

By default, you can see all the tenders in your database, 50 per page. If you want to hide or display some tenders from the list, you may apply filters.

You can hide or display filter fields by clicking the Filter arrow gray.jpg button in the upper right corner:

Job tenders filter 1.png

SSo you can enter the data into the appropriate fields and click "Apply".

If the filter is applied, the header turns blue:

14.png

You may hide the filter interface by clicking the Blue arrow.jpg button.

Note: The hidden filter remains activated.

You can expand the hidden filter back by clicking Blue arrow.jpg again.

Note: The applied filter is remembered, so it will remain even if you leave the page.

To inactivate the filter, click the "Clear" button.

The header color will turn to gray, which means that no filter is not applied:

S1.png

Tender filters description

  • Tender code—displays only the tenders with the codes containing entered symbols sequence.
  • Tender type—displays only the tenders of the specified type (First claimer, Selected by manager (fixed price), Selected by manager (negotiable price)).
  • Statuses—displays only the tenders with the specified status (Draft, Active, Review, Canceled, Completed, Failed).
  • Job code—displays only the jobs with the codes containing entered symbols sequence.
  • Language pair—displays only the tenders with the selected language pair.
  • Start date—displays only the tenders which were started during the specified period.
  • End date—displays only the tenders that ended during the specified period.
  • Primary manager—displays only the tenders created by the selected primary manager.
  • Client—displays only the job tenders within the project for a specific client.
  • Vendor—displays only the tenders proposed to the selected vendor.

Open tenders and jobs for reviewing and editing

To open tenders and jobs for reviewing or editing, click on their codes in the table:

Tenders list open tend and job.png

Note: You can edit tenders and related jobs only in tenders with the Draft status.

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