Difference between revisions of "Jobs list"
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| − | *'''Primary manager'''— displays only the jobs issued by a specific primary manager. | + | *'''Primary manager''' — displays only the jobs issued by a specific primary manager. |
| − | *'''Client'''— displays only the jobs for a specific client. | + | *'''Client''' — displays only the jobs for a specific client. |
| − | *'''Client tag'''— displays only the jobs with the specified client tag. | + | *'''Client tag''' — displays only the jobs with the specified client tag. |
| − | *'''Vendor'''— displays only the jobs fulfilled by the selected vendor. | + | *'''Vendor''' — displays only the jobs fulfilled by the selected vendor. |
| − | *'''Vendor tag'''— displays only the jobs with the specified vendor tag. | + | *'''Vendor tag''' — displays only the jobs with the specified vendor tag. |
| − | *'''Note'''— displays only the jobs with notes containing the specified symbols combination. | + | *'''Note''' — displays only the jobs with notes containing the specified symbols combination. |
| − | *'''Statuses'''— displays only the jobs with the specified status (Draft, Offered to vendor, Offer rejected, Offer accepted, Started, Completed, Completion accepted, Completion rejected, Canceled, On tender). | + | *'''Statuses''' — displays only the jobs with the specified status (Draft, Offered to vendor, Offer rejected, Offer accepted, Started, Completed, Completion accepted, Completion rejected, Canceled, On tender). |
| − | *'''Created by'''— displays only the jobs which were created within the specified period of time. | + | *'''Created by''' — displays only the jobs which were created within the specified period of time. |
| − | *'''Creation date'''— displays only the jobs which were started within the specified period of time. | + | *'''Creation date''' — displays only the jobs which were started within the specified period of time. |
| − | *'''Start date'''— displays only the jobs which were started within the specified period of time. | + | *'''Start date''' — displays only the jobs which were started within the specified period of time. |
| − | *'''Completion date'''— displays only the jobs which were completed within the specified period of time. | + | *'''Completion date''' — displays only the jobs which were completed within the specified period of time. |
| − | *'''Deadline date'''— displays only the jobs with deadlines within the specified period of time. | + | *'''Deadline date''' — displays only the jobs with deadlines within the specified period of time. |
| − | *'''Overdue'''— displays due or overdue jobs in accordance with the filter value applied (Yes, No). | + | *'''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). | + | *'''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). | + | *'''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). | + | *'''Has payables''' — displays only the jobs with or without payables entered in accordance with the filter value applied (Yes, No). |
=='''Open jobs, vendor profiles, and projects'''== | =='''Open jobs, vendor profiles, and projects'''== | ||
Revision as of 10:13, 8 December 2021
Jobs list page: http://cloud.protemos.com/job/index
On the Jobs page you can:
— View all vendor jobs for all projects.
— Search vendor jobs with filters.
— Open each job, related project, and vendor profile for reviewing or editing.
— Export all the displayed table of jobs to Excel.
Contents
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:
So you can enter the data into the appropriate fields and press "Apply".
If the filter is applied, the header turns blue:
You may hide the filter interface by pressing the 
button.
Note: The hidden filter remains activated.
You can expand the hidden filter back by pressing again.
Note: 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 not applied:
Job filters description
- Legal entity — displays only the jobs with the specified legal entity.
- 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.
- Job tag — displays only the jobs with the specified job tag.
- Language pair — displays only the jobs with the selected language pair.
- Specialization — displays only the jobs with the defined specialization.
- Service — displays only the jobs with the selected service.
- Primary manager — displays only the jobs issued by a specific primary manager.
- Client — displays only the jobs for a specific client.
- Client tag — displays only the jobs with the specified client tag.
- Vendor — displays only the jobs fulfilled by the selected vendor.
- Vendor tag — displays only the jobs with the specified vendor tag.
- Note — displays only the jobs with notes containing the specified symbols combination.
- Statuses — displays only the jobs with the specified status (Draft, Offered to vendor, Offer rejected, Offer accepted, Started, Completed, Completion accepted, Completion rejected, Canceled, On tender).
- Created by — displays only the jobs which were created within the specified period of time.
- Creation date — displays only the jobs which were started within the specified period of time.
- Start date — displays only the jobs which were started within the specified period of time.
- Completion date — displays only the jobs which were completed within the specified period of time.
- Deadline date — displays only the jobs with deadlines within the specified period of time.
- 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).
Open jobs, vendor profiles, and projects
You can go to a job, related project, vendor profile and click on the job tag to view all jobs with this tag right from the Jobs page by clicking the corresponding codes:
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:
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.
