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Jim2® Business Engine Help File

The Job widget is designed to display active jobs (in bar chart type only) or to view job statistics over a period of time, as well as by branch (if branches are enabled), sub-branch or GL department.

 

Example usage includes:

all active jobs by region

all active sales jobs by account manager

all invoiced jobs for X days, grouped by name, displayed monthly.

job widget

 

Click the Configure icon to open the Job Widget Options screen. The example above shows the results of a Job widget filtered by selections made in the Job Widget Options screen:

 

job widget options

 

Group

Option

Description

Widget Settings

Caption

This is the caption that will be displayed at the top of the widget. For example, Job.

Refresh

The widget's refresh interval in minutes. It is suggested not to set this too low (eg. 15 minutes or higher).

Chart Settings

Chart Type

Only the Bar chart type is available in this widget.

Show Labels

Show description and value above each bar of the chart. If not ticked, the label will be displayed as a hint when hovering over a graph point.

Palette

Select the colour palette that will be used in the graph.

Point Size

The size of graph's Points. Default = 2. Try 8 or 10 on smaller graphs.

 

2 points:

2 points

 

10 points:

10 points

 

Bar type charts do not have graph points.

Period

Days

Default is 365. Use up/down arrows to change number of days.

Weeks

Default is 1. Use up/down arrows to change number of weeks.

Months

Default is 3. Use up/down arrows to change months.

Quarters

Default is 1. Use up/down arrows to change quarters.

Years

Default is . Use up/down arrows to change calendar years.

Fin Years

Default is 1. Use up/down arrows to change financial years.

Exclude current period

Tick to exclude the current period from any results for a chosen period, eg. if Months is set to 1 and this box is not ticked, the current month will be shown. If it is ticked, the previous month will be shown.

Job Options

Name

Filter by a specific name (blank for all).

Acc Mng.

Filter by a specific account manager (blank for all).

Item#

Filter by a specific Item number (blank for all).

Job Type

Filter by a specific job type (blank for all), or select multiple types.

 

job widget type

Cust#

Filter by a specific customer code (blank for all).

Status

Filter by a specific status (blank for all).

State

Filter by one or more job states. Any combination of Active, Finish, Ready, Invoiced.

Due Date

Filter by due date.

Exclude $0 value jobs

Tick to exclude $0 value jobs

Other

Period (X Axis)

Daily, Weekly, Monthly, Quarterly, Yearly, None.

Period (Y Axis)

Job Total, Labour Total, Job Count, Job Count/Job Total.

Group By

(None), Acc Mng., Job Type, Branch (if branches are enabled), Sub-Branch, GL Dept, Region.

Groups

Item Groups

Display Item groups.

Branches*

Branch

Filter jobs by a specific branch.

Sub-Branch

Filter jobs by a specific sub-branch.

GL Dept

Filter jobs by a specific GL Department.

 

*There may be a Company field in the Branches section if you are using Multi-Company.

 

Within the Job widget, click on an area within the bar section to display more information.

 

job widget  

 

Field

Explanation

JobNo

Job numbers for that period.

Status

Status of the job, ie. Active, etc.

DateIn

The date the job was entered.

DateDue

The date the job is due.

DateOut

The date the job is due to be finished.

CustName

The customer card name.

ShipName

The ship card name.

JobGroup

The Job Item#.

JobCost

The amount on the job.

 

Further information

Account Watch Widget

Dashboard Widgets

Dashboard Widgets Management

Debtors/Creditors Widget

Dashboard Security

Job Widget

Status Widget