Job Statuses help you keep track of the progress of the jobs in your database. The Job Status master table stores the Job Statuses available in the current database. Job Status is assigned to a Project on the Cover Sheet and can be used to indicate the phase or stage of a project. You can even group the Projects Tab by Job Status to help organize your Jobs.
New Bid Default
New Bids are set to the first Job Status (at the top of the list), by default (you can move a Job Status up to the top to make it the new default). You can always change the Job Status in the Project's Cover Sheet and by right-clicking on a Project on the Projects Tab and selecting “Change Job Status”.Creating a New Job Status
To create a custom Job Status:
- Click Master > Job Statuses (or click the Lookup icon
next to the Job Status field on the Cover Sheet) - Click the New button - a blank row appears in the list
- Type in the new name and press the <Enter> key - the new status appears in the list
Job Status names are limited to 50 characters.
You can add a new Job Status "on the fly" by typing it in the Cover Sheet's Job Status field; On-Screen Takeoff walks you through adding it to the Masters.
Setting a Job Status to "Locked"
When a Project is set to a "locked" Job Status, users can only open the Project in Read-Only mode.
To set a Job Status as locked,
- Open the Job Statuses list (Master > Job Statuses)
- Check the "Lock Bid" checkbox for the Job Status to set as 'locked'
This is a global database change - any existing or new Projects set to this Job Status will be read-only and no edits may be performed, by anyone.
Although set on the Base Bid’s Cover Sheet, Job Statuses apply to all bids in a Project, the Base Bid, and all Alternates and Change Orders.
Managing Job Statuses
- Click Delete to delete a selected status in the list; Reminder: if any Project in the current database is set to a particular Job Status, that Job Status cannot be deleted
- Click Move Up or Move Down to move a Job Status' position in the list (remember the top one is the de facto default Job Status for new Projects)
- Click Print to print the list of all Job Statuses and their Lock Bid status for the entire current Database
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