Use the Jobs tabs

The information on jobs list is organized under tabs and accessed from the Jobs page. Some jobs may be listed under more than one tab. The security roles assigned to your user profile will determine which of these tabs you can see. The following information is categorized under the topics of junior staff (limited access) and senior staff (full access).

Junior staff

Jobs - View My Jobs

My Ordered Jobs

These are jobs that you have been allocated to and that have been moved to your priority list.

  • If you have the Jobs - Order My Jobs security role, you can do your own job ordering, otherwise, a Workflow Manager will order your jobs for you.
  • When a job reaches a Completed status, it is removed from this list, and can be found in the Jobs I Worked On tab.
  • If your firm is not allocating resources, then jobs cannot be shown in this tab.
  • This list will also show on your dashboard.
Jobs Assigned to Me Every time you are allocated to a job or you are made responsible for a job, the job is added to this list.
  • All allocated jobs are listed, whether they have been ordered or not.
  • Jobs can be assigned to you up to a year in advance, so this could be a very long list.
  • If your firm is not using resources allocations, then jobs will only show in this tab if you are currently responsible for them.
Jobs I Worked On All open jobs that you have entered time against, as an allocated or unallocated resource.

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Senior staff

Jobs - View All Jobs

All Jobs All jobs in Jobs & Billing, whether opened or closed. Closed jobs are shown with a line through them.
Open Jobs Jobs that staff members have started working on and that are not closed.
Weekly View View open jobs with a target end date in the week. You can filter the list of jobs displayed by Resource, Job Status, Job Type, Job Owner, Contact Partner and Contact Manager (the same filters that are in the Weekly View tab in the Jobs Due Report).
My Ordered Jobs Same as Junior Staff.
Jobs Assigned to Me Same as Junior Staff.
Jobs I Worked On Same as Junior Staff.
Unallocated jobs Jobs that have no resources allocated to them.
In Progress Jobs that are currently being worked on, and have a blue job status.
Completed Jobs that staff members have completed, and have a green job status.
Closed Jobs Jobs that have been closed, due to being completed and invoiced or cancelled. You cannot delete a job and any unwanted jobs have to be closed.

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