Preview Pane

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The preview pane is a quick way to see recent activity for a contract.

 

quality

Note: The security level for the preview pane can be changed via the Scripting Engine to allow/hide certain areas of the Preview pane. The default security level for EKM and Meter Reads is 5. As a default, the scripting engine is not available. This is to protect from potential issues with the database. This is also governed by Jim2 Security.

 

Previewsecurity

 

Furthermore, user security must match what is set up here.

 

reportlevel

 

info

Note: Level 5 and above will show the preview pane. Level 4 and below will not.

 

 

When in a contract, the preview pane will display on the right hand side of the screen with three tabs at the bottom: Contract Reads, Asset Reads, Yields.

 

Select the Preview Pane icon on the bottom right of the status bar to show/hide the Preview pane:

 

showpreview

 

If the Preview Pane does not appear, click on the 3 vertical dots at far right and drag to the left, or double click for it to appear:

 

jobpreview

 

info

Note: If the preview pane does not populate, it will need to be refreshed. This can be done in a number of ways:

Double click on the blue bar at the top.

dcpreview

Open another object with preview then go back to the original object.

 

MachinePreview

 

Further information

Project Security

Set Up Managed Services

Assets

Project Footer Tabs

Project Header

Project List

Project Reports

Project Templates

Promotional Pricing

Workflow Example

Add a Job to a Project

Add a Document to a Project

Add Recurring Managed Service Jobs

Create Similar Project

Job Profit Report Setup Requirements

Prepaid Labour Reporting

Set up a Managed Service Contract