Video Transcript
Alright, so I would highly encourage you guys to bookmarks, right advantagehosted.com/webvantage, so you have your login page right there. It’s the same login screen, either the live or the training database, it’s the same URL, so there’s no issues there.
So, from a standpoint of being a job creator, there’s different ways you can do it as far as in the system locations.
Now, really the most, the quickest, easiest way to do that, again, is just through your main menu. The Hamburger menu, which is the upper left.
And from your main menu, you can already see project management There are all of the different modules that make up project management. So, from boards to campaigns, to estimates, to job jacket, project, schedule, purchase order.
Let us go to job jacket. So it’s like smack dab in the middle of your main menu right there guys.
So we’re on the job search screen. This is the hub for all jobs in your database.
We didn’t spend too much time on it the other day because we were kind of going to ask the left-hand side again, That’s kind of a really good filter for you guys. So if you wanted to search for jobs at this point by a specific client, let’s say.
So, Sandra, let’s pick one of your clients, go right up on the left-hand side, where you see client, and we can just start at client even. And let’s choose one of your clients.
Now, what you’re gonna notice, guys, it’s a it’s a drop-down list. You can search and scrawl and select, or you can start typing.
You could search from the client level, which would bring up all jobs for synchrony. Or, like you can see here, you can take it down to, Hey, I want to find out for financial services, or finance, or whatever that is.
And then, let’s just do a search for that client division, and specific product.
You’re going to see the magnifying glass up to the right of the add button. So based on what you’ve put in the filter, we’re going to run a search. Click on the magnifying glass. And there’s all your jobs for that specific client division product.
The columns in this grid, before we open a job, the columns in the grid, the table that you see here. You cannot add or remove columns. It’s a static table as far as what columns are presented or included. You can re-order the columns, if you want, though. So say you didn’t want the job, number, and description, be that far left column., you can kinda drag and reposition your columns if you want, but this is the standard view.
You know, a component budget number into the job, and so it calculates and totals and shows, and where does that show then, from the job jacket? It shows up here, in this budget field. So some people don’t use that. So what would they do? They’d move estimate, status, and drag it, and change the position. So if you go over to the right where you see Estimate Status, and click on the header, and then just drag the column to the left of budget
You saw your cursors or your cross-hairs. When it was aligned and was going take the position and you let it go and boom, You’ve re-ordered your columns. So, I just want to point that out depending on what it is that you want to see, or need to see based on how you view jobs, Again, that’s kind of how you can kinda re-ordered, organize the list here, at least the columns So you’re seeing the populated information versus the stuff that you’re not using.
All right, so let’s go ahead and look at opening a job. You’re gonna see, you have that, the green add button there, up in the top toolbar of our job jacket window, go ahead and click on that. It’s going to bring up the New job jacket popup window.
Again, when you’re opening a job, there are required fields that you have to input information into. Client Division product, again, required fields.
Now, in order to get the information in the quickest, and save yourself, a couple of clicks, because all these clicks add up over time, right. I want you to go to Product. If you go to Product, that’s going to know, then, the division and client quaintly that it belongs to.
So instead of going to Client, and then going Division, and then going to Product, you can simply come into your product window here, and either search and select, or from your top of the menu, you can enter in your text.
So start typing in the description for the product. You can do it from the product level, as, well, whichever one applies, whatever works better for you.
So, your job description, This is your project description, what you’re putting in as far as how you guys title your projects or your jobs. You’re gonna, you’re gonna see that the component description, of course, that defaults to what the job description is.
That’s when you open a job. It always opens with one component. You may never have another component on the job, but It always defaults to one.
Sales class, That’s like your service lines, right, the highest bucket in an accounting, that. The job is being opened under every job requires a sales class. And so, sales class, high level, job related. Applies to all the components on the job, account, executive, some of these for you, I’m not sure.
I haven’t, I don’t have a copy of the database, and I didn’t look at all clients, but some of this may be default information, right? If there’s only one person, but, again, account executive, we went in, chose our account executive campaign, this is again, optional.
This is something that if you have a campaign for this client division product, if you’re utilizing them, that’s where it would be available for you to select from it. A campaign is like an umbrella. That’s how you can join multiple jobs that are of different sales classes. For a client together, For reporting purposes, it’s kind of a job grouper. Yeah, the campaign allows like this campaign reports, and the Dynamic Report Writer, you could create custom reports.
Job type is a required field, though, and this is like your deliverable or the tactics or kind of more specificity within your sales class, and like for this one, this retainer right. It is a service fee job.
This is also where optional, not required, but you can see if you know you’re going to have a schedule on the job and actual project schedule, you’re going to utilize the schedule where you can start, kind of, initiating that right now.
And then you’re gonna see, this is where you could also start with what’s the status? Now, this is something we could also look at, as far as: an, it could be a default. Because this can really, you know, indicate what you need specifically starting out as far as where you’re at with things.
It could just be open, Right? So we don’t have a schedule yet. So let’s go ahead and choose Open.
And now project manager, this relates to who’s going to manage the schedule. This is going to come in really handy when you assign the tasks out to the team. And they are marking their task complete, and keeping the schedule moving as far as getting the notifications, when people are done things. So, this is kind of, like, who’s our schedule manager? This is going to apply then in, You know, the, my dashboards for jobs that show up as my jobs, as well as for the schedule management, Who’s going to get those notifications When people are marking things complete in order for them to manage and help things, you know, along and move things.
So, from there, we can create the job. I will point out, there is the copy job feature below. We’re not going to do that. We can come back, and we can go back and, and do another one.
Well, now, if we, if we want to look at copying a job, I want you to go down to copy job. Ok, and I Want you to click on the text for copy job.
And now, this is where you would actually choose, what job do I want to copy from.
I was going to say, let’s just come in and copy our previous job, the last one we just created. And you can do it two ways. You can start up at the client level, or Sandra, if you see job, which is the only required field. You can just start there and put in your job number, if you know it. Or click on Job. And it’s going to bring up the job list.
Now, look on the right-hand side, before we get to the bottom, Look on the right-hand side, you have all of those different things that, depending on what you’re utilizing, but I want to go down to the Copy Project Schedule.
That’s where, specifically, that’s where you can copy elements over, right? Like if it’s like, hey, I’m copying this job, and it was a great schedule, look at everything you can copy over from a schedule. You could include start and due dates if you wanted. You can include task employees, You can include the task comments or you, and you can include the due date comments if those have been entered.
If you copy the project schedule over just copy project schedule, it’s going to bring over all the tasks, so maybe it was a schedule that you updated, You liked the tasks that you had in there, and you want to bring them over. Maybe not with all the fine details, those sub points, but you just want to bring the schedule over. This is where you could select that.
Now, once you choose the job you want to copy, like we’ve done, and you’ve selected anything on the right-hand side that applies, you know, and mainly what I’m speaking to is schedules. Once you’ve done that, what you can do is select the job at the bottom.
And now, what you do is click on that copy job button just right above where you’re at, right there.
We’ve created a job from scratch. We’ve also looked at, you know, getting initial criteria entered, and then using copy job.
All right, so now we’re in our job jacket. The job jacket is a report.
Everything on the right-hand side, those are the available fields for you. Again, some of them are system required fields. And then the optional fields that make up the job jacket.
So, if you look at the right hand side, start at the top, you’ve got Job Information.
You’re going to see that there’s a lot of system, automated information that’s added in there, some of it, You know, your job description, you entered. But a lot of it, again, is that stuff that you system required, fields you had to enter. You’ve got other optional fields included here, as well for reporting.
There’s a section there for, Hey, do we need to have an approved estimate on this job or not? For the special options section there, it’s just a yes slash no radio button. And, as you can see, it’s not a required field, but it is one that, then, when running reports, hey. I want to see the jobs that have a approved estimate required on it. You know, be able to, to to identify things that way.
You’ve got additional job information or job description information. I use this stuff a lot like journal entries almost for status updates on projects I was working on when I was kind of managing work at agencies where we used advantage. I’ve also seen teams who work heavily in the job jackets where they are coming and going, and reviewing things within the job, to add entries in there as well kind of comments.
Some of these fields you’ll notice, are like, like th job comment, it’s an 8000 character text field, has an HTML toolbar. So, for whatever formatting purposes, that you may need to utilize it for entering data into the field, you can see that you can do that, as well as the Include Link, or Insert link button in the toolbar.
There is also billing billing that correlates to estimates, so, that can be included in estimating when you output estimates, it can be comments related to the estimate, as well as your AR. So, all the way through, for accounting. Those are, again, kind of billing comments, billing, description, notes around the building.
Job component information. Now, we’re getting down to, again, thinking about your projects. You have information that is specifically related to the job overall. And that’s, again, for if you have a job with multiple components, hey, there are certain things that all apply to the entire job, Like the client division product, the sales class, for example.
The job component information now, if you see here, again, just like your job number, the component number is automated. So this is Component one, your component description and we can update that.
Maybe the account executive was different. If that was the case again, You could change that.
Now you do have a required Fields. Contact. So you need to add your synchrony contact. And there’s your client contacts. Do you Have a new client contact? You need to add them to your client contact list? It’s through that icon.
So, job component information. Again, some of it’s automated. We’re going to see that there’s the Job Type, that’s service fee, date opened. That field indicates when the job was, was actually opened, and, you’ve got an estimate that’s going to be related to your estimate number. That’s going to be a system generated saying, That’s going to show when an estimate is approved and then you have a client PO. Again, client PO is a field that can carryover through AR for reporting purposes. If you have client PO numbers, this is where you are going to need to enter it.
You also have traffic information, and, guys, that’s related to your project schedule.
So, when we talk about scheduling, and we talk about creating project schedules, being able to automate, calculating the dates to get the timeline together, these dates specifically, again, are linked to and are your start in due date for schedules. So, if you know your project, start date, when you want to have the schedule start, when, when the work is due, again, you can put the information in here. So when it comes time to do your schedule, you’ve already got those initial dates, entered. Or, if you’re handing it off, if you’ve created the job. And then someone else is going to have to create the schedule for you.
So we’re going to go project details. And this is where you’re gonna see some more optional fields.
You’ve got creative instructions, if it’s production related and no vendor related or outsourcing. Or shipping from internal, from, from the agency. Again, shipping instructions, there is, where, where notes can be added there.
The bottom of your job jacket is accounting information. I don’t think we touched on this the other day. Accounting information is where you’re going to control the process control on your job. So what kind of accounting is included? For this job, if you click on process control, it’s going to bring up all the job processing.
So what we’re going to see here is you come in, we’ve elected to look at the job processing. All processing is selected. That’s when we open a job. It initiates or defaults to all processing.
But this is where from an account management perspective, if I need to shut this job off from time entry or, you know, getting, so it’s billing only at this point. So we’re not putting accruing more time on the job, I don’t want people working on it. Or if any of those other processing apply, where, hey, we’re only working with a P at this point, or a peon billing, at this point, this is where you would come in and make the update.
This is also where, from an account management perspective, that typically in workflows, the account executive account director, or account manager, comes in. Once everything is concluded on the job, then is able to market is closed.
If you try to close a job, so if you came in and updated the processing to anything other than closed or archive, it’ll let you do that. If you try to close or go to archive, which is for some people who backup data, right, That they, they go through closed and then after two years or something, they make it, market is archive.
But if you try to close a job prior to accounting being done, it won’t let you. It is going to tell you that there are active, no records and that the job can not be closed. So, from a standpoint of billing, and I don’t want to, I want to make sure this isn’t getting close prematurely, if there is active, no AP and AR, it is not going to allow you to close the job.
And then it’s also going to give you that automated reporting, down below, where it shows you who made the change, when, when it was done, and what was the initial processing, it was changed from. All right, so that’s, that’s processing control, that’s, that’s, that’s a really exciting section of our job jacket, right?
So this is the report, everything on the right. Again, you’re going to see system automated in optional fields. The left-hand side is your project management dashboard.
So this is where everything is going to happen as far as and records on a job, Where can I find it? Well, if you’re in the job jacket, the left-hand side, the PMT, it’s the 21st Century version of the old, you know, manila envelope job jacket were clear plastic job jacket that I used to carry around agencies, right? No more coffee, stains. No more stable than your fingers. It’s, it’s all right here.
So when we’re talking about the job done, and we’re talking about, we’ve just opened it. Maybe it’s a job where we don’t know what the schedule is yet.
We’re gonna get the schedule’s on Friday, but for the sake of General Resource Management, General assignments, and being able to get something assigned quickly to the team or to an individual. To get started on your job. And again, maybe it’s a quick turn.
What we want to do is create an assignment. There’s different ways you can create assignments.
So, if we’re in our job jacket, we just created a new job. You can right click right where you are, Sandra, so over on the left-hand side, if I’m not in inactive field, I can right click it bring up the right click menu, you’re gonna see New alert and new assignment.
The difference between the two and alert is like an e-mail. It’s like a notification, it’s a general communication.
Let us create a new alert. So, new alerts, or an alert, again, pretty good for just information sharing. The big reason for that is, in general communication is this. These do not show up in the calendar. These do not show up in resource management for availability.
You can add time from the card, but again, it’s not showing up or if it’s something like an action item. It is not assigning hours and being figured into the view in the calendar for overall workflow. But these, again, are very practical for general information sharing.
I’ve opened the job, and I need to let a couple of people know that the job is opened, and they can expect that. We’re going to have some stuff going here pretty quick. So, New alert, this is where if I have an alert group on the job, I could, I could select, notify Alert Group, go ahead and click on Notify Alert Group.
If we select Notify Alert Group, it’s going to pick up the Alert Group that we have on this job. So our synchrony team, the alert group set When we opened the job, it’s attached. And so this is a way I could let the whole team know if I wanted to the A, I’ve got this job open Or like Sandra’s is doing, you can see that each of the recipients are active fields. You can go through and remove people. You could also just start typing people’s names into the entry field.
So once you’ve got your information in there, you’ve got details. Now, again, for me, category there, we’ve got action, priority that you can see.
Action is our default, normal for priority. That’s the default, But you can change that. So, from a reporting standpoint, and if you’re wanting to get rich reporting on the different alert types you have, right, You could change the category. Let’s say it’s highest.
And then we’ve got a start and due date and this is where I’m saying guys for alerts. I would not worry about these fields, right, it’s manual entry. It’s not connected to the calendar. It’s just another entry field, but subject line, you can see that’s required. So, it’s like your e-mail subject line. This is your alert subject line.
And then …, that’s what we’re going to really, that’s where we’re really going to include the information. Hey guys, this jobs open, Don’t add your time on it yet. Please start working or whatever it is, right?
Now, when you send an alert, or you send an assignment from a job, it’s going to be linked to this job, right? So, again, the level up top week, We didn’t park on it, because we’re creating this from the job, and we all know that, but again, notice it’s hard coded. It’s always going to be associated to this job, Any communication, comment’s added, any of that, It’s going to be related to this job and component, and we’re going to be able to find it in the job jacket.
You’re going to see again, just want to make sure we cover this, if you need to include an attachment or an a document, something along those lines, hey, I want to attach something this for them to see. This is where you can also do that. If you go through the selector, you can drag and drop it. Or, or, you know, select it from your file list.
Let’s just go to the top really quick, and we’re going to send this guy.
All right, if you go to your desktop, click on the desktop tab far left, Sandra. Right there, click on that tab and then we’re on your assignments page. So in the icon tray there in the middle, click on alerts, where it says 116 alerts. All right, new job opened right there, and notice it’s in red, that that is the no priority. We made it high. As you can see, highest priority is bright red intensity. It has an A on it for alert.
Notice one thing: I’ll point this out because you guys are going look at the difference between the card’s well, yeah, priority being one of them, the bottom of the card, we can see. The rest of them are all gray, or, lighter gray, But the text at the top, right?A green, italic, bold text. That is because it’s new versus, for new jute job opened.
It’s not reflecting as new for Sandra. The reason for that being is Sandro created the alert for New Job open. So it’s not really new for her.
The rest of the ones that we see here, though, those were all system generated. Alerts are ones that were sent manually to her. That they’re brand new and she hasn’t reviewed it yet. So every time you get a new one, and for our alert recipients who just received those alerts, you’re gonna notice. It’s green, bold, Italic text.
Once you click on one, so just click on that card just to the right of new job opened, our next alert over. So we’ve access the alert card here. We’re looking at the alert Details there. You can see everyone who was included on the alert.
They’re on the right, the alert information, because it was a system, automated alert. And this was about a new estimate being created, I believe.
You’re going to see There’s all that information there down on the left system.
Now, I wanted to show you that just before, if you close the card now, the tab up there, that works when we’re in. And then we’re going to go back to desktop.
So we get a view of your cards again. Notice, now, I just wanted to show you, see how they’re both No longer green italico, That one now is same intensity. Just bold black text. No italic grain. So we know we’ve nothing’s new since we’ve looked at that.
So, really quick, now, before we jump to and if you click Dismiss, it’s not going to delete it guys. No, such thing as delete. That is going to remove it from your desktop. Now, you could search for it and find it. That’s not going to be a problem.
So, I would like to start with a clean slate, So, if I if I dismiss them all, it’ll, It’ll clean up this whole screen, right? Let me show you a way to do this. Yes, so, some of you may be in the same boat and we’re in the training database so no harm no foul. Let’s go ahead and practice this.
I’m going to ask you to go up to your main menu. And then underneath where you see Main menu, you see Desktop. It’s the first item in your menu. There, I want you to go to Assignment and Alerts Manager.
So Sandra dismissed things. Alerts offer desktop, just so everyone knows and you probably do. If she dismisses the cards off her desktop, they’re not going to dismiss off yours. So if you guys are on multiple or multiple people on an alert, Sandra’s like I’ve had it with this alert. She dismisses the card, it still stays on your desktop if you are the same alert recipient Right. So whatever we’re doing here this is user this isn’t going to apply for everyone. This would be something you would do individually.
So right now, what we’re looking at is the Assignment and Alert Manager. So I can mail inbox on steroids. But So what you can do is come in here, and in the Assignment and Alert Manager, you’re going to notice in the toolbar.
We’re going to kind of skip over everything on the left-hand side and go to the show. So up in the top toolbar of this, of this, of this item. I want to go over to the show and change it to my alerts. It’s a drop-down. And so, change it to my alerts and anyone following around, along at home.
So, we’ve, we’ve selected my alerts. So we’ve updated what we’re looking at here. And that’s going to be important for you to do that as far as, when you, when you want to try to do this and dismiss your alerts.
So, we’re looking at all these alerts there. They are in a kind of a line list, like an e-mail inbox. Now, Sandra, we want to go over on the left and go to the very bottom of the side dashboard, that side menu. On your left-hand side, we need to scroll all the way to the bottom. You’re going to see a button that says Dismissal. I want you to go ahead and hit that. It’s going to bring up a prompt, and you’re going to say, Yes. I am aware of this, And I’m sure I want to do it. And so you’re going to do that.
And now, let’s go back to your desktop. I want you to refresh the alerts page.Quickest, easiest way to get rid of alerts that you’re like, Man, I know I have 116 of them, and I don’t know, care about maybe one. That’s the easy way to get that cleared up.
Now, guys, I would recommend this to some of you may want to do this, others may not.You have the tab up there for Assignments and Alerts Manager. So, if you’re managing assignments, you’re managing tasks, you’re managing alerts. You’re You’re trying to see this information on an ongoing basis. And, especially in the new release, I think it’s going to be a really good dashboard tool for you.
Notice there’s the bookmark button on the far right of the toolbar. Go ahead and click that. I would say bookmark this, and whether you have it open by default or not is your preference, but for just for instance, I use this on a daily basis, can I have it bookmarked opened by default?
So when I login in the day, the Assignment and Alert Manager, one of the tools I go to a lot it’s a tab that’s already up again for me that I don’t have to, you know, go in and select out of the main menu to get to.
So we just bookmarked it, and I think we looked at this the other day, but let’s go back to your desktop. And then you have your bookmarks icon over there, on the right hand side at the top and the. And then if you want to have your assignments and alert manager to show up automatically when you login, we’re gonna go to the bottom right of that card. And we’re going to click on that.
And we’re going to say open by default, what it’s going to do, it’s going to put a star on the card. Now, Sandra, if you would just go up to the top of your browser and it, hit the Refresh button. Well, we’re going to just reload our login, our session. And what you’re going to see is now when you logged in, right, and we refreshed.
So now, you have quick access to it, right from your desktop.
So, let’s talk about this really quick, because we only have a few minutes left, and we’ll really get into assignments and scheduling on Friday. That’s where we’re really going to get into that aspect with the calendar, But we were talking about getting an assignment moving.
We didn’t go through comments. We’ll look at that again. Once we’ve got assignments and tasks in there, and we get more alerts populated on desktops.
But we were looking at, you know, creating a new assignment, which an assignment tasks are, a type of assignment. But they’re exclusive schedules.
Today, we’re just caught, we’re talking about, we don’t have a timeline on the job. It’s something I need for Amantha to do. In the job setup, before we got the schedule going, We can do that. We can initiate the assignment from the desktop. We don’t have to be in the job jacket.So let’s not look at going back into the job jacket.
We’ve all seen right click, New Alert, or New Assignment, and I can get a new one created rather quickly that way. Let’s say I’m not in a job jacket, but I want to get a new assignment created for the project. Notice our on the assignments page for Sandra’s login. So we’re on our desktop or on the assignments page. There’s the Add button right there. So just to the right of the drop-down for the sort new assignment.
The big difference between creating it from the job jacket and creating it from your desktop. Well, we’re not going to get some of that information that we already had included, right, but not to fear. If you’re not in the job jacket, but you want to get the assignment created, I would go right over to the job field, just like you’re doing Sandra, and in this case, we know what job it is.
It’s going to be very close to the top of the list. Select our job. Since we only have one component, I don’t have to choose. It’s going to automatically associate it for me.
Now, we’re down to what are the details for this. Again, right now, we see Type. It’s an action, defaults to that. Our priority is normal, but this is where we’re starting to talk about.
Resource management: we need to put dates in, especially if we’re going to be adding hours to this, right? We want to, we want four the calculations to be accurate. Hey, we need this to be three days long and it’s going to be 10 hours that we’re going to be assigning to the person.
So I want those hours to be reflected in the calendar, right, for those three days. So, we want to put a start and a due date in, so that the calendar is going to know, when does this time need to be calculated for, right? So, we’re trying to set up what’s the duration, So the system is going to know what our availability is, based on the hours that we’re going to include for people.
So, let’s go ahead and choose our due date. And this is again for this specific assignment, Right. This is, this is like a task in the, in the sense of whatever activity we’re outlining in here and hours, we’re outlining a four It’s for within these specific dates. All right, so then you’ve also, we’ve got hours allowed. We put 10 and up there.
You’re gonna have a required field, right, just like we did with an alert, you’re required to put a subject line there, so this is what is the action, what are we requesting to be done?
And then over on the right, that’s where you’re gonna assign the individuals to this. So whoever it is that we want to assign to this it is just truly putting your cursor into the assignees field right under where you see assignees.
You can start typing people’s names and selecting, or you can grab them, you know, select them from the drop-down list. You also have the option, as you can see, to cc: people on this. So what’s going to happen? If you cc: someone they’re just going to get an alert for this. They’re not going to be actually assigned the whores and be truly, you know, in the assignment. They are just a recipient, so they’re going to be getting an alert.
They will then get alerts when someone add a comment. If someone who is assigned to, it adds a comment, they’re going to get those notifications. But cc:, that’s kind of like, Hey, someone who’s maybe managing it. Someone needs visibility to the activity for the assignment, but they’re not being assigned hours.
Now, optional, we won’t go through it, but bottom left over there, you’ve got, you know, where you can add your information about the assignment, of course. And then you’ve got also the opportunity to drag and drop files to add attachments.
And what I will say about that, if you look at Sandra’s screen, right above the select files and the drag and drop area for files. You’re gonna see upload to doc manager.If you want to add an attachment and you want it to be included in the doc manager in the job. If you select, if you want that to happen, you actually need to check the box there. Upload to Doc manager first. If you first added a file, and then went, Oh, I actually wanted to be in the doc manager. Check the box after the fact. It’s not going to upload it to the doc manager when you send this.
So we gotta send this to Amanda and Gregory and make sure that Crystal, Lauren, and Angelica are seeing this.
So we’re gonna go ahead up to the Send button, their upper left. Go ahead and send it.
Now, the save button there is, like if you’re going to save it as a draft. You actually can’t finish working on creating it at the moment, but you’re not ready to send it out. You know, it’s not ready for prime time yet. So, that’s the way you can save it.
And you can effectively get to it through the job jacket through Assignments and Alerts, or the Assignment and Alert Manager.
Let’s just take a look at this really quick, as we close, because I know we’re like, right at time, right now. What I would like to do is, let us go to our job jacket, or you can go to alerts.
Let’s just do this, because we go to the main menu, we’re going to go to Job Jacket. Project Management, Job Jacket, and let’s just do a quick search, And we’re gonna go to our, our job. Assignments and Alerts left-hand side. So, over there, the tab for Assignments and Alerts.
Here’s where you’re going to find those. There, you can see the alert we sent.
Priority, Hi. And then you see work on this. This is where we find the assignment.
While we’re looking at the details for the assignment now, and this would apply, like if we created the assignment in the job, and we jumped in here to assignments and alerts to do, or like we did, we created it from the desktop. Then we’ve come to our job jacket. Let’s say we didn’t want Amanda and Greg to both have 10 hours each. How are we going to update that? So it’s not 20 hours allocated.
We’ll conclude today with this in your top toolbar if anyone remembers where do I go to update hours assigned to employees? There’s that button right there, exactly hours. So if you click on it, it kinda looks like a calender, maybe a digital clock. this is going to bring up the assignment total.
It’s going to show you the hours that have been assigned to employees. And that, this is where you can update it.
Now, really quick, because I know we’re at time, but if you look in the top, what we have selected is ours via employee, the radio button up there. You can see that above the Refresh button, hours by employee. You also have the hours by week option. So if the assignment or task is going multiple weeks, go ahead and click on Hours by week and then click OK.
So now it’s going to split it up by week. Now, it’s not showing us that yet, because we have to do a couple of things. Before we do that, to show the separate weeks, I want you to go ahead and click on Show Availability.
This is going to calculate and show, based on standard hours in your employee record, right, and maintenance, as well as anything in the system. It’s going to show your current availability.
Now, if we want to separate and show the two different weeks, so I want to see this week and next week, We’re gonna look down now, under where we selected availability and things like that, can show, Hey, I want to show future weeks.
See that kind of the middle box, right above employees. Show future weeks, then you can then, so, let’s select that, That’s going to show us the two weeks. And then you can group by employee. Now, you’ve gotta kinda nice grated due to be able to manage Hey, how many hours is Amanda going to have this week and next on this? And same thing for Gregory.
Ok, so that’s kinda a job opening, you know, and we kinda really talk more about what is in the job jacket. The left-hand side, we’re gonna get more familiar that, with that, especially as you’re using alerts and assignments, and especially as we get into looking at schedules, which I’m excited about on Friday, and the calendar. You’ll be using the PMD that project management dashboard in your job jacket’s a lot more. I also really do like that, Assignments and Alert Manager. I do recommend bookmarking it at least for quick reference from your bookmarks page, or if you open it by default, like. Sandra has done in her training database, login.