Difference between revisions of "Job tenders list"

Revision as of 13:41, 20 June 2019

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

Go to Jobs=>Tenders list:

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On the “Jobs” page you can:

- View all vendor jobs for all projects

- Search vendor jobs with filters

- Open each job for editing

- Export all the displayed table of jobs to Excel

Search jobs with filters

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.

You can hide or display filter fields by pressing the button in the upper right corner:

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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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As you can see, the filter header turns blue. It means that the filter is applied.

You may collapse (hide) the filter interface by pressing the button.

Please remember the collapsed filter remains activated, and it is clearly indicated by the red color.

You can expand the collapsed filter back by pressing the button again.

Please note that the applied filter is remembered, so it will remain even if you leave the page.

To inactivate the filter, press the "Clear" button. The header color will turn to gray, which means that no filter is currently applied.

Job filters description

• Job code — displays only the jobs with the codes containing the entered symbols sequence.

• Job name — displays only the jobs with the name containing the specified text.

• 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).

• Language pair — displays only the jobs with the selected language pair.

• Specialization — displays only the jobs with the selected specialization.

• Service — displays only the jobs with the selected service.

• Start date — displays only the jobs which were started in the specified period of time.

• Deadline date — displays only the jobs with deadlines in the specified period of time.

• Primary manager — displays only the jobs issued by a specific primary manager.

• Client — displays only the jobs for a specific client.

• Vendor — displays only the jobs fulfilled by the selected vendor.

• Note — displays only the jobs with notes containing the specified symbols combination.

• Overdue — displays due or overdue jobs in accordance with the filter value applied (Yes, No).

• Assigned to vendor — displays only the assigned or unassigned jobs in accordance with the filter value applied (Yes, No).

• Free of charge — displays jobs marked or unmarked as free of charge in accordance with the filter value applied (Yes, No).

• Has payables — displays only the jobs with or without payables entered in accordance with the filter value applied (Yes, No).

Jobs editing

To open a job for editing, click its name in the table:

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Job view page opens, where you will be able to edit the job.

Export

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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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.