Skip to main content

Manage Job Screen Explained

Views Button

 image.png

ViewsOverview ButtonView

This screen provides a comprehensive overview of all current and future jobs, allowing you to monitor progress, track statuses, and manage workload across teams.

image.png

This screen is used to plan and manage team workloads across jobs and dates. It provides a visual schedule that helps you track where each job sits and how teams are allocated over time.

Key Features

Team-Based Scheduling

  • OpenEach row represents a team (e.g. Team 1, Team 2, etc.).
  • Jobs are assigned to teams and displayed as coloured bars across the Ganttcalendar.
    • chart
from
the

Timeline JobView

Schedule
window.
  • The “From”grid dateis organised by days and weeks, allowing you to see:
    • When jobs are scheduled
    • How long each job will alwaystake
      • default
    • Any overlaps or gaps in scheduling

Drag-and-Drop Functionality

  • Jobs can be easily moved between teams or dates by dragging and dropping.
  • This allows you to:
    • Adjust schedules if a job is running behind or ahead
    • Reallocate work between teams to todaybalance and display forward-looking information.capacity
    • ByQuickly default,respond theto systemchanges showsin task activities that are either Not Startedproduction or priorities

Visual Job Tracking

  • Each job is shown as a labelled block (e.g. InROOFING Progress– JOB1083).
  • The zoomlength functionof the block represents the duration of the task.
  • Colours help visually distinguish between jobs or job types.
How It’s Used

This screen is typically used by planners or managers to:

  • Allocate jobs to specific teams
  • Monitor daily and weekly workloads
  • Adjust schedules in real time
  • Keep production aligned with deadlines

image.png

 
Calendar View

image.png

 
Gantt View

This screen provides a timeline view of current and future jobs, helping you track when jobs are planned to start and how they are spread over time.

image.png

Left Panel – Job Details

Each row represents a job, with key information including:

  • Name – Job number and short description
  • Job No – Unique job reference
  • Estimated Start Date – When the job is scheduled to begin
  • Customer Name – Who the job is for
  • Description – Summary of the work

Right Panel – Timeline (Gantt View)

  • Displays jobs visually across a calendar timeline (by month/quarter)

  • Each job is shown as a blue bar

  • The position of the bar shows:

    • When the job is scheduled
    • How long the job is expected to run

  • The “Project Start” marker highlights the beginning of the selected timeline period

Key Features

- Visual Planning

  • Quickly see current jobs vs upcoming jobs
  • Identify gaps, overlaps, or busy periods

- Timeline Scaling

  • The Zoom slider allows you to adjust how much detail is shown (more detail or broader view)

- Job Tracking

  • Easily monitor:
    • Jobs starting soon
    • Jobs scheduled later in the calendaryear
      • view,
    • Workload fromdistribution over time

- Quick Navigation

  • Clicking a high-leveljob overview to a more detailed timeframe.
  • The most effective viewing levels are zoom levels 9 and 10.
  • Task activities within(via the jobarrow view are organised according to their sequence numbers.
  • To update a task activity description, simply double-click on the description field.
  • The Gantt charticon) allows you to adjustdrill into job details
- How It’s Used

This screen is ideal for:

  • High-level planning
  • Reviewing future workload
  • Checking job timing and sequencing
  • Supporting scheduling bydecisions draggingbefore theassigning bar lines to different dates or extending them to change the duration.
  • Right-click on a bar line to access additional options, such as editing the task activity or opening the “Manage Job” screen.
  • By hovering over the bottom-left corner of a bar line, you can scroll to adjust the percentage complete for that task.teams/resources

image.png

Back to top