Managing Freelance Experts info

Freelance Expert window provides you with a possibility to view, edit and enter new information about your freelancers, as well as to manage freelancers’ jobs and assignments in financial terms, which include prices, payment orders and payments.

To open Freelance Expert window click Freelancer icon from the Freelancers tab of the Navigation panel or by clicking Freelancer command from the Navigation menu.

Freelance Expert window contains several pages with different types of information.

Main page of the Freelancer window

When you switch to Freelance Expert window you automatically access its Main page.

On the Main page you can create a new freelance expert record, enter and edit general freelancers information, including financial aspects of cooperation with a freelancer, such as payment terms and expert currency.

Main page of the Freelance Expert window combines freelancers list and freelancers profile information.

Tools for managing the freelancers list are grouped in the left part of the page.

You can search for a particular freelancer by entering the freelancer’s initials in the active field Starts with. Simply type the initials, and if the initials match the name on the list, it becomes highlighted.

Or you can simplify the search by filtering freelance records, using Local Custom Filter.

On the right side of the Main freelancer page, you have two tabs: Expert Profile and Custom, which enable you to review and modify information about the selected Freelancer.

This part of the Main page is very similar to the Main page of the Client window, so we will not take your time and disk space duplicating the description. Please see Client window > Main page for details on Main page.

Application page of the Freelancer window

Application tab is the second tab of the Freelancer window. Click it to open Application page where application related notes (i.e. application letter etc.) for the selected Freelancer can be stored and application process can be tracked.

Click Application Notes button to enter the notes to the text field provided.

Application Tracker allows to enter records on application concerned events (i.e. interviews, etc.). The date, subject and description can be stored for each event.

To add a new record click New Record button and enter the information into the New Record window.

Use Edit and Delete buttons to edit or delete the selected record correspondingly.

Prices page of the Freelancer window.

This page allows you to review, create and edit freelancers’ projects data, such as a nature of the job and service, job volume units, its price and currency. The general view of the page is provided below.

To add a new price record (i.e. enter the price for certain service, specifying as well group of services and job volume units) click New button.

Use Edit and Delete buttons to edit or delete the selected record correspondingly.

Copy from General button allows to copy the price records from the General Prices for Freelancers list.

Right-click on the list to select which columns to be displayed (Customize Columns command) or view the selected record in a vertical view (Vertical View command). More details...

Quotes page of the Freelancer window.

On the Quotes page quotes from the selected Freelancer can be viewed and managed.

You can add new quotes and edit/delete the existing ones.

Each Quote record contains the following information: code, name, date sent, pricing, service provided and group of services it belongs to, job volume units, job volume, price, total sum, freelancer currency, exchange rate to Base Currency, total sum in Base Currency and status of the Quote (it can be unknown, accepted or rejected).

All this information (except expert currency and exchange rate) is entered when creating a quote in the New Freelance Quote window (click New button to open it). And it can be edited in the Edit Freelance Quote window (select the quote and click Edit button).

To delete the selected Quote click Delete button.

You can select to view only accepted/rejected or Quotes with unknown status if select the corresponding status from the Status drop-down list.

Right-click on the Quotes list to select which properties to be displayed (Customize Columns command) or view the selected record in a vertical view (Vertical View command). More details...

Note: Please remember that on the Quotes page only quotes from the selected freelancer are shown. The list of freelance quotes to all freelancers can be viewed and edited on the Quotes from Freelancers page. To open it click Quotes from Freelancers icon from the Freelancers panel in the left part of Projetex interface.

Freelance Jobs page of the Freelancer window

On the Freelance Jobs page you can view and edit Jobs of the currently selected freelancer.

To edit the Job record select it from the list and click Edit button.

Right-click on the list to select which properties to be displayed (Customize Columns command) or view the selected record in a vertical view (Vertical View command). More details...

You can select to view only Jobs with certain status (use Status drop-down list)

or Jobs for which PO was/was not issued (use PO Issued drop-down list):

Note: Expert Currency of the selected Freelancer is displayed in the upper right corner of the Freelance Jobs page:

POs page of Freelancer window

On the POs page of the Freelancer window you can view and edit all Payment Orders issued for the selected Freelancer.

To edit the PO select it from the list and click Edit button. Edit PO window will open where you can make the necessary changes.

Right-click on the POs list to select which properties to be displayed (Customize Columns command) or view the selected record in a vertical view (Vertical View command). More details...

You can select to view:

Note: POs can be created and deleted in the project related part of Projetex 2006 (Project window > POs page).

Note: On the POs page of the Freelancer window you can see POs only for selected freelancer. The list of payment orders to all freelancers can be viewed and edited on the POs to Freelancers page. To open it click POs to Freelancers icon from the Freelancers panel in the left part of Projetex interface.

Payments page of the Freelancer window

On the Payments page of the Freelancer window you can view and manage payments to the selected freelancer.

Right-click on the Payments list to select which properties to be displayed (Customize Columns command) or view the selected record in a vertical view (Vertical View command). More details...

To create a new Payment click New button and fill in the fields of the New Freelance Payment window:

On the Linked with POs tab of the New Freelance Payment window you can link the payment with previously issued payment orders for this freelancer.

To edit the Payment select it from the list and click Edit button. Edit Freelance Payment window will open, similar to the New Freelance Payment window described above.

To delete the Payment select it from the list and click Delete button.

You can select to view only Payments with certain status (use Status drop-down list):

Account page of the Freelancer window

On the Account page of the Freelancer window you can see the total Payments, total POs and account balance numbers (in expert currency) for the selected freelancer. Also pie diagram of the freelancer's share (%, based on POs) in the total Gross Freelance Production is displayed.

Please not that of the Account page the info about the selected Freelancer is presented only. To see the account information of all Freelancers from the database  and the total numbers click Freelancers Accounts icon in the Navigation panel or menu Navigation > Freelancers > Freelancers Accounts. The correspondent window will open:

Files page of the Freelancer window

Files page of the Freelancer window provides you with possibility to create the freelancer folder with one click, easily explore it and access Windows Explorer search.

To create a freelancer's folder click Create button. Future location of the folder is displayed on the right.

After the folder is created, Explore and Search buttons become active.

To open the freelancer folder in a separate window click Explore. To open Microsoft Windows Search click Search button.

Use little square buttons with icons for management of sub folders of the client folder.

Starting from the very left:

Info page of the Freelancer window

On the Info page of the Freelancer window you can add info records concerning the selected freelancer.

It can be anything you consider important to remember, from his/her hardware&software details to his/her interests and hobby.

Schedule page of the Freelancer window

After a major upgrade, Projetex 2006 is equipped with a new extra-handy tool - visual Schedules for Clients, Projects, Corporate Experts and Freelancers.

Schedule for the selected Freelancer can be accessed from the Schedule page of the Freelancer window. It represents Freelance Jobs of the selected freelancer for the specified period in the form of horizontal columns, colors assigning allows you easily seeing which Jobs were completed (in time or late) and all pending Jobs (deadline in future/deadline in the past). Please see the general view of the page below:

The names of the Freelance Jobs of the current Freelancer whose Assigned, Deadline or Completed date falls into the selected time interval, are displayed on the left. For example, on the screenshot below the Jobs are "Personal Letter 1" and "Morbi accumsan" :

The Jobs are displayed as horizontal columns, their length depends on the Assigned, Deadline, Completed date. The color shading depends on the Job status:

Note: status colors can be changed on the Current User Settings > Colors:Status page.

Double-click on the column representing the Job to open Edit Job window for editing this Job.

To specify the period you want to be displayed, use Selected Period drop-down lists (select two dates: from-to). To apply the selected time period click Apply button:

The columns of the calendar can represent different time interval. It can be either 1 day, 12 hours, 8 hours or 1 hour.

Example:

Use Column Scale drop-down list to specify the necessary value:

The set of available values for calendar graduation varies depending on the length of the Selected Period.

The width of the columns representing Jobs can range from small to large. Use Column width options to specify the necessary value:

See Also: Using Schedules