Job manager dashboard will be shown as below image:
Click on the left side Menu List → Click on Workspace → Click on the Job Manager tab.
5.7.1.New Job:
Click on the + New Job form to open it as per the below image.
For Info tab, form will open as per the below image.
Enter all required details. 1.Jobs Name: Enter the Project name. 2.Jobs Group: Enter the Project group. 3.Jobs Category: Select Project category using dropdown. 4.Jobs Master: Select Project master using dropdown. 5.Jobs Engagement Model: Select Project engagement model using dropdown. 6.Client/Company: Select Client/Company using dropdown. 7.Manager: Select Manager using the dropdown. 8.Owner: Select Owner using dropdown. 9.Head: Select Head using dropdown. 10.Jobs Year: Select Year using dropdown. 11.Start Date: Select Start date. 12.Code No:Enter the code no. 12.Jobs Description: Enter the jobs description.
Click on More tab, form will open as per the below image.
Enter all required details. 1.Tags: Enter the Tags. 2.Order: Select Order using dropdown. 3.Stakeholders(Ex:-abc@gmail.com,xyz@gmail.com): Enter the Stakeholders.
After filling all the mandatory fields click on the Submit button. On click of submit, the Jobs will be added successfully.
On click of the View icon, users can View jobs details.
On click of the Edit icon, users can Edit jobs details.
On clicking the Clone Active Jobs icon, user Clone active jobs added.
5.7.2.Active Jobs Tab:
Click on the Active Jobs tab, reports will open as per the below image.
Click on the Active Jobs tab→ Click on View Jobs icon →View Jobs details.
5.7.3.Pending tab:
Click on the Pending tab, reports will open as per the below image.
Select the status Pending tab after filling out all of the needed fields. The jobs will successfully display the pending status when user click Status Pending.
On click of the View icon, users can View jobs details.
On click of the Edit icon, users can Edit jobs details.
5.7.4.History:
History tab gives the view of Previous Records that are already existing.
One can view all data of jobs that are present & available.
Click on the left side Menu list →Click on Workspace→Click on Job Manager→History
Jobs which are closed will get stored in the History tab.
On click of the Jobs history icon, users can view task details.