Client Window Client Jobs Tab

Client Jobs belonging to all projects of the currently selected client can be viewed and edited in the Client Jobs tab of the Client window.

Use the Status filter drop-down list to display only client jobs with a specific status.

With the help of the Invoiced filter drop-down list you can view only those client jobs which have or have not been invoiced.

If you have set an invoicing policy for this client in this client's profile on the Main tab of the Client window, Projetex will advise you whether the jobs are ready for invoicing or not.

 

 

Client Job Statuses

Jobs in the list are shown in different colors. These are determined by the current status of each client job:

Green — the job is not completed yet, but its deadline is in the future.

Blue — the job is not completed and due today.

Red — the job is not completed and overdue (its deadline is in the past).

Black — the job is completed.

Note: You can change the colors on the Colors: Status tab of the User Settings menu in the Backstage view.

Also, if a job has any status other than Normal, it will be highlighted in a different background color:

Orange background —  On Hold status

Green background —  Heads-Up status

Grey background —  Canceled status

Note: You can change the status of any job with the help of the Status drop-down list in the Edit Job window.

Note: To configure the status colors, in the Backstage view click Current user, then click Colors: Status.

 

 

See also: 

Client Window

Client Jobs window

Creating client jobs