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_bm0 Job Assignments managing

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On JAs page of the Project window you can create job assignments for your corporate experts. All the Corporate Jobs you create need to be added to Job Assignments (JAs).

To open JAs page, switch to the Projects window and click JAs tab:

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On the JAs page you can see the list of the Job Assignments stored in the database.

Approved drop-down list allows you to view only Approved or not Approved JAs.

approved_jas

 

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To create a new Job Assignment, click New button. Corporate Expert Chooser window will open.

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Press OK to choose the highlighted Expert or select another Expert from the list and click OK.

If you select the Corporate Expert who has no Jobs assigned or whose Jobs are already added to the JAs, the following notice appears:

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When the Expert has been chosen, New JA window appears where you can add Jobs to the new JA and create/explore the folder for this JA.

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Job Assignment may contain several Jobs. To add a job-to-job assignment, click Add Job to JA button. Add Job to Job Assignment window will appear:

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Select the Jobs you want to add to the Job Assignment and click OK. Then click OK in New JA window. The created Job Assignment will appear on JAs page:

Projetex 2006 automatically generates a unique code for the new Job Assignment.

When the Job Assignment for the Corporate Expert has been created and its code has been generated, you need to create Job Assignment Folder for the Expert. To do it, click Edit or double-click the Job Assignment in the list. Edit JA window will open:

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_bm3 Note: Edit JA window opens in Protected mode

Click Create button to create Job Assignment folder. When the Job Assignment folder is created, Create button becomes dimmed and Explore button will become active:

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By clicking Explore button you may open the Job Assignment folder in Windows Explorer. Copy all the files needed for the corporate expert job into Incoming folder. Your company expert will find them there and will start working on the job. More Details...

You may also create the Job Assignment in Microsoft Word and print it if you have JA templates.
More Details...

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Chose one of RTF Templates from the drop-down list.

If you click Save, the Job Assignment file will be saved in RTF format and placed into JAs folder in Ñorporate Expert folder.

If you click Save&Open, RTF Job Assignment file will be saved into JAs folder in Corporate Expert folder and will open in Microsoft Word:

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You may print this JA file and put it on the table of your corporate expert.

If you click Print, the Job Assignment file will be printed.

 

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On the Job Assignments window of the Client related set of windows all JAs stored in the database can be viewed and modified:

job assignments

 

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See Also:

 

Corporate Jobs managing

Purchase Orders managing

 



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