Edit job details

Jobs - View, Add and Edit Jobs

Jobs will mostly be created as a recurring job or in bulk. Occasionally you may be required to edit job information, such as target end date, job details and budgets. We recommend that only a select few in your firm have access to editing jobs, so that you can better monitor changes when they occur.

Editing jobs also allows you to edit the resource allocations, and you may not want staff members editing their allocations without prior approval.

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Edit job details

The Job Setup page provides an area to adjust or add details about jobs that have been created.

You can:

  • Change the job type.
  • Change the client manager, partner, owner and person currently responsible for the job.
  • Add a description to identify the job.
  • Change the job due date and priority.
  • Change the agreed fee or budget total amount.
  • Add or remove resources for the job.

To edit a job's details:

  1. Click Jobs & Billing > Jobs.
  2. Click a row to open the required job.
  3. Click Edit Details to open the Job Setup page.
  4. Make the required changes.
    • Enter useful information in the Job Details.
    • Opening WIP and description cannot be added or edited once a job has been created.
    • Job status cannot be edited here, use the Update Status button instead.
    • An agreed fee becomes the budget by default.
  5. Click Save.

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Edit job details in bulk

Jobs - Edit Jobs in Bulk

There are certain fields in the Job Details page that can be edited in bulk. These fields are: Currently Responsible, Job Owner, Job Partner, Job Manager as well as your custom groups,.

  1. Click Jobs & Billing > Jobs.
  2. On the Jobs page, click Change in Bulk.
  3. Select the field you want to update in the Update drop-down list.

  4. Select the value to update the field to in the Change To drop-down list.

  5. Use the relevant job filters to identify the list of jobs that you want to edit.

  6. Click the show icon next to Contact Filters and Dynamic Field Filters and apply additional filters to narrow the list, if required.

  7. Click Next.
    • A list of contacts that match the criteria is displayed.
    • By default, all the contacts in the list are displayed.
  8. Clear the check boxes of any contacts you do not want to edit.
  9. Click Apply Change.

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Highlight a job

You can mark jobs with a red, blue, or green priority flag to make them stand out. You can decide within your firm what the colour of each flag signifies. The default of Normal means there is no flag applied to the job; it is not highlighted.

Tip: To further prioritize jobs, you can order them and put the most important jobs on the top of a to-do list.
  1. Click Jobs & Billing > Jobs..
  2. Click the row of the required job.
  3. Click Edit Details.
  4. Select a colour from the Priority drop-down list.
  5. Click Save.

This flag can be seen in the jobs and job order pages:

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View the job details field

The text in the job details field can come from a number of sources:

  1. The Job Type settings, where you can enter a default text for all jobs of this type.
  2. Automatically added when jobs are created in bulk, as recurring jobs or imported.

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  1. Added by the user when creating or updating a job, in the Job Setup screen.

In the jobs area

When you are in the Jobs area, click the button to see the job details for a job.

In the job details screen

When you open the job, you can see this information at the bottom of the Job Details panel.

In the Job Setup screen

If you edit the job, you can see and edit this information in the Job Setup area.

In the job ordering area

In both the ordered and unordered jobs tabs, you can hover over the tag icon and you will see the job details text pop up.

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