Project List

The Project list is a very powerful search function within Jim2. Users can define their own Project responsibilities by creating lists that apply to their specific function. For example, generate a list of all active Projects in your name, or use a Status to see where the Project is up to.

Project lists run live in the Nav Tree, and will be refreshed at regular intervals (depending on how many minutes are stipulated) as Projects are updated across the network. Name and pin the lists so that they represent what is being searched for. This helps if there are multiple lists running at the same time.

Configuring a Project list can be performed from either a standard List or using the Advanced List option. List or Advanced List can be selected at the bottom of the Project List screen.

Sorting, searching and grouping are available as per other lists in Jim2. Select the column header in the grid to sort, then drag it to the Group By area to group.

To view or edit any of the Projects within the list, double click or use the F2 function key on any of the fields relating to the Project to be displayed.

Field

Explanation/Usage

Project#

Enter a specific Project number.

Cust#

Enter a specific customer card code.

Status#

Filter the list via status to only include relevant status type.

Type#

Filter to include the type of Project (as set up in Tools > Setups > Project Types).

Name

Enter the name of the user.

Deal

This field relates to Managed Print Services and are not available for Managed Services.

Fin. Ref.

This field is used by Managed Print Services.

Unread Email/Finish

Ticked will show all (unread email/finished contracts), unticked will show none, solid black box will show everything.

Serial#

Enter a specific serial number to refine the search.

Ship#

Enter ship card code if different to customer card code.

Master#

Enter Master Project number.

Request Sent

This relates to Managed Print Services.

Cust Ref

Enter a customer reference to search for within the list.

Project PL

Select the Project price level.

Note: More than one can be selected, or leave blank to run a list of all contracts.

Last Billed <

Narrow down the search by looking for last billed before this date.

Request # and tick boxes next to this

These are used by Managed Print Services.

Asset#

The Asset number.

Next Billed <

Enter a date for the next billing before this date.

Request By

This field is used by Managed Print Services.

Item#

Enter an Item type.

Make

Enter a Make type.

Model

Enter a Model type.

Active

This means the contract has been billed for the last period and a new bill is not yet due.

Request Sent

This field is used by Managed Print Services.

Project Grps

Select Project groups to refine the list.

EKM fields and Bill Using

These fields are used by Managed Print Services.

The Advanced List will allow searching by the following criteria, in combination with any of the fields above.

Item

Explanation/Usage

Item Grps

Select Item group to search within.

Source, Source Value, Var. Status

These fields are used by Managed Print Services

Cont.In > Cont. Out >

Enter contract start and finish dates after a specific date.

War. In > War. Out >

Enter warranty start and finish dates after a specific date.

Type

Select a Note type.

Cont. In < Cont. Out <

Enter contract start and finish dates prior to a specific date.

War. In < War. Out <

Enter warranty start and finish dates prior to a specific date.

Value

Enter further Note criteria to narrow down the search.

Price Rev <

This can be used to set when pricing was reviewed, or when pricing is to be reviewed.

Last Read

This field is used by Managed Print Services.

Customer Suburb

Enter the Customer suburb.

Customer Postcode

Enter the Customer postcode.

Customer Acc. Mgr

Select the Customer Account Manager.

Groups

Select cardfile report/non report groups as desired.

Ship Suburb

Enter the Ship suburb.

Ship Postcode

Enter the Ship postcode.

Priority

Enter the job priority.

Groups

Select cardfile report/non report groups as desired.

Meter Name and all other fields from here

These fields are used by Managed Print Services.

This section explains the field headings in the Project list. Refer to Lists for details on sorting, naming, grouping, etc. The headings may not be strictly in this order, and there are a number of headings that relate to Managed Print Services only.

Field	Explanation
Project	Project number.
Billing State	Displays where the Project is up to, ie. Active, Billing Due, etc. Any text coloured red means that an action is required.
Cust#	Customer card code.
Ship#	Ship card code.
Customer Name	Customer name.
Project PL	Displays the price level for the machine, as set up in Price Levels.
Project Type	Displays the type of machine, as set up in Project Types.
Request#, Request By, Request Sent	These fields are used by Managed Print Services.
Next Bill	Displays the next bill due date. Any text coloured red means that an action is required.
Template Billing Total Ex.	The figure shown here is the amount of the next billing action due ex GST. Note: if there is more than one billing action, the amount shown here will be for the next billing due, and will not show the total of all billing due.
Template Billing Total Inc.	The figure shown here is the amount of the next billing action due inc GST. Note: if there is more than one billing action, the amount shown here will be for the next billing due, and will not show the total of all billing due.
Last Billed	Displays the last billed date.
Last Billed Total Ex.	Last billed total amount ex GST.
Children fields	These fields are used by Managed Print Services.
Item#	Item number.
Item Desc	Item description as shown in the Item.
Item Model	Model.
Item Make	Make.
Name	The user responsible for the Project.
Cust Ref	Customer reference.
Serial #	Serial number (if applicable).
Contract In/Contract Out	The project in and out dates.
Asset#	The Asset number.
Asset Ship#	The ship address of the Asset.
Asset Item#	The Item attached to the asset
Asset Item Desc	The description of the Item on the Asset.
Asset Model	The model of the Asset.
Asset Make	The make of the Asset.
Asset Owner#	The customer who is the owner of the Asset.
Warranty In/Warranty Out	Date warranty commenced and expires.
Status	The status of the machine, ie. Booked, etc.
Location	Primarily used to describe the location of equipment in a customer's building, ie. Reception, 1st floor, etc.
Customer Region	Customer region group.
Ship Region	Ship region group.
Ex Mach#	If a machine was at a previous customer, returned and went to a new customer, this number relates to the machine contract from the original customer – allowing tracking the entire life of the machine and would be more used by Managed Print Services.
Billed (from Header)	Billing frequency, ie. monthly.
Master#	This field is used by Managed Print Services.
Price Rev	Date price last reviewed.
Acc. Mgr	Customer account manager.
Billing Ready Source to Master Meter columns	These fields are used by Managed Print Services.
Billable	Will show the billable date.
Unread Email	Will show any unread emails against the Project.
	Will only return results for what is ticked.
	Will not return results for any unticked boxes.
	Will return results for all of the above.

If user security allows it, right click within the grid, select Export Data and save the list information as an XLSX file.

Right Click Option

Function

View

View the highlighted Project.

Edit

Edit the highlighted Project.

View Customer #

View the highlighted customer's cardfile

View Ship #

View the highlighted customer's Ship cardfile

Bill Project

Billing

Workshop

Onsite

Consumable

Will allow billing the highlighted Project.

What appears below Bill Project is based on the actions you have set up:

Add Proect to Non Report Group

Allows adding the highlighted Project.

Export Data

Exports the list to a spreadsheet.

Export Grid

Exports the grid to a spreadsheet. This is particularly useful if the grid has more than one header row, as it will export all header rows.

Print the list.

Print Preview

Preview the list to be printed.

Copy Cell

Copy the highlighted cell.

Copy Row

Copy the highlighted row.

Copy All

Copy all, which can then be pasted into a spreadsheet

Show Find panel

Opens the Find panel:

The Find panel will remain in a pinned list but will disappear from an unpinned list on log off.

Grid Columns...

Allows adding more columns. Also allows removal of columns. Select the column to add, then drag it to the position required in the columns within the grid. To remove, click and drag to the Grid Columns... window, or drag down away from the header area.

After the top 3 (which are self explanatory), these options mirror what is on the ribbon in the Projects tab, except for the last tab, which will Reset to Default all tabs.