Not all fields are displayed in this image.
Sorting, searching and grouping are all available as per other lists in Jim2. Click on the column header in the grid you wish to sort, then drag it to the Group By area to group.
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You will see some letters underlined in the field names within the header, eg. Cust#. Using Alt+ the underlined letter will jump you to the field beside that heading. |
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..
Field |
Explanation |
Project# |
Project number. |
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. |
Contract Price Level |
Displays the price level for the project, as set up in Price Levels. |
Project Type |
Displays the type of project, as set up in Project Types. |
Request Sent |
This field is updated when a meter read request is sent (Managed Print Services). |
Next Bill |
Displays the next bill due date. Any text coloured red means that an action is required. |
Last Billed |
Displays the last billed date. |
Item# |
Item number. |
Item Desc |
Item description as shown in the Item. |
Item Model |
Model. |
Item Make |
Make. |
Name |
You can select a name, or use logged user. |
Cust Ref |
Customer reference. |
Serial # |
Serial number, if applicable. |
Warranty In |
Date warranty commenced. |
Warranty Out |
Date warranty expires. |
Contract In |
Date contract commenced. |
Contract Out |
Date contract expires. |
Status |
The status of the project, ie. Booked, etc. |
Request By |
Request By method, ie. email. |
Location |
Primarily used to describe the location of, for instance, a photocopier in a customer's building, ie. Reception, 1st floor. |
Customer Region |
Customer 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 you to track the entire life of the machine. |
Billed |
Billing frequency, ie. monthly. |
Master# |
Master project number. |
Price Rev |
Review date for billing rates to increase meter charges |
Acc. Mgr |
Customer account manager. |
Master Meter |
Yes or no. |
Billing Total Ex. |
The figure shown here is the amount of the next billing action due on Managed Services contracts only.
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. |
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Will only return results for what is ticked. |
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Will not return results for any unticked boxes. |
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Will return results for all of the above. |
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When viewing a Project from a list, click the arrow in the quick access toolbar for the next/previous job in that list:
Shortcut keys:
Ctrl+. moves to the next object in the list Ctrl+, Moves to the previous object in the list |
If your security allows it, you can right click within the grid, select Export Data and save the list information as an XLSX file.
Right Click Options in List Grid
Right Click Option |
Function |
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View |
View the highlighted Project. |
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Edit |
Edit the highlighted Project. |
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View Customer # |
View the highlighted customer's card file |
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View Ship # |
View the highlighted customer's Ship card file |
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Bill Machine |
Will allow you to bill the highlighted Project. |
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Add Machine to Non Report Group |
Allows you to add the highlighted Project |
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Export Data |
Exports the list to a spreadsheet. |
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Export Grid |
Exports the grid to a spreadsheet. This is particularly useful if your grid has more than one header row, as it will export all header rows. |
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Print the list. |
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Print Preview |
Preview the list to be printed. |
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Copy Cell |
Copy the cell you have clicked on. |
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Copy Row |
Copy the entire row you have clicked on. |
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Copy All |
Copy all, which can then be pasted into a spreadsheet |
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Show Find panel |
Opens the Find panel: 
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Grid Columns... |
Allows you to select more columns to add to the grid. |
Right Click Options in the Nav Tree
After the top 3 (which are self explanatory), these options mirror what is in the ribbon in the Projects tab, except for the last tab, which will Reset to Default all tabs.
Further information: