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Use the Job Pages
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Use the Job Pages

Owned by Documentation Reviewer
Last updated: Nov 14, 2023 by Kimberly Onnen

The Jobs page lists all active jobs for the selected contract type. The columns that are displayed depend on what is set up in Signature Portal Security. To sort by a particular column in ascending or descending order, choose the column heading to sort by.

Filter the Displayed Jobs

By default, Job Cost Portal displays every active job in the job list. You can filter by contract type, and you can also specify additional filters to make the display more specific.

To filter the display by selecting fields, you must build an expression that includes and/or scenarios, and select data value criteria.

Expression ComponentDescription

AND/OR

Used to include multiple fields (AND) or one of two fields (OR).
For example, you might want to include a specific billing type AND job type, or a specific billing type OR job type.

Operator

Used to further specify field display criteria.
Operators include Equal To, Not Equal To, Contain, and Not Contain.
For example, to display just one job, in the Job Number field, select the Equal To operator, and then enter the job number in the Value field.
For numerical fields, operators include Greater Than, Less Than, Greater Than (or) Equal To, and Less Than (or) Equal To.
For example, to display all jobs that contain a Cost Complete value of $500 or greater, select the Cost Complete field, select the Greater Than (or) Equal To operator, and then enter 500.00 in the Value field.

Value

Used to specify the value of the selected field, such as a job number, customer name, or dollar amount.

In the following illustration, only fixed contract and standard billing jobs are displayed for a specific customer who has jobs with a cost complete amount that is greater than $200.

View Job Details and Complete Other Tasks

Choose the lookup icon for a job number to open the Job Details page.

You can complete these tasks:

TaskDescription

Update the scheduled date for jobs

Change the scheduled start date and choose Update.

Update the estimated percentage that's complete for a job

Change the value in the Estimated Percent Complete field and choose Update.

View a list of cost codes for a cost element

At the bottom of the page, choose the lookup icon for a cost element to display the cost codes for that element.

To view additional job information, use the following options in the Job Detail menu.

View Job Positions

Use the Job Position page to view information about job positions.