The Job Master window has a menu bar with additional functions for managing your job work flow.
Job Menu
Actions Menu
Prices Menu
Order Menu
Project/Proposal Menu
Select/Join Project
Add/Create Project
"View Proposal"
Opens the proposal window.
"View Project"
Shows the project management window.
"View Invoice"
Opens the invoice pane of the proposal window.
"Remove Job From Project"
Removes this job from its project.
See also: Managing Project Proposals & Invoices.
Print Menu
Help Menu
The Print menu provides access to all the reports related specifically to a job. Some of these reports may be available in other places. But, all reports relating to a job are available here. Clicking the Print menu accesses different reports which may be printed or emailed. The reports accessed from this menu include:
"Job Details/Bid Report" - Shows you the bid responses from the suppliers in report form. This report lists the bidders for the job, their prices, comments etc. The Job Bidding Report has a configuration window with numerous options:
Report File Type - the report can be Printed via the browser, Emailed or displayed as a Spreadsheet.
Base Font Size - a larger or smaller font size may be specified.
Supplier - Options include showing a specific supplier, "Show All Suppliers" and "Do Not Show Bids".
Supplier Info - supplier information in the report can be displayed in full, abbreviated or completely obscured.
Cost Display Options - as well as display of prices as cost per unit or cost per thousand.
Extras - the report may include Supplier Comments and/or Supplier Response Details as well as Notes & History, Order Info, Cost Info, Performance Info, Bid Statistics, and/or Specs. It can also Exclude Late Bids and/or Empty Responses.
"Request for Quote" - This report can be printed or emailed in two different configurations:
"Work Order" - This report uses the job specifications and the final job quantity, price and purchase order number you entered on the Job Order window. This report can be printed or emailed to the selected supplier for the job.
"Purchase Order" - this report contains the Purchase Order Number, Job Specifications and final order Quantity and Price, etc. It contains basically the same information as the Work Order except the format is set to look more like a formal purchase order. The Purchase Order report has options for emailing or printing via a web browser. It also has an option for including a set of Terms and Conditions. (The Terms and Conditions can be stored and modified via My Settings message editor.) The Purchase Order Options also includes a Tax Rate in case the purchase is taxable in your jurisdiction.
"Cost Report" - The Job Cost Report contains information entered in the Job Cost tab panel on the Job Masters screen.
When operating the P3 system in Enterprise mode every print job record is assigned an owner. This concept of ownership is very important. It affects several areas of the the system:
Job ownership can be reassigned or transferred from one user to another. The owner of a job or a person with access to all jobs can re-assign ownership to another Enterprise user. This is done on the Job Master window through the Job menu / "Change Owner" menu item. This function triggers a pop-up window for selecting the new owner from the list of users on the Enterprise User List. The pop-up window also displays the current owner of the job.
After the new owner is selected, the ownership transfer is made. At that time, the job ownership transfer is logged in the Job History record. And, the user is also prompted to send an email to the recipient of the transfer.
There is also a tool for Enterprise Administrators for transferring all jobs from one user to another. This function can be found on the Enterprise Settings window / Utilities menu / "Reassign Job Owners" menu item.