Timesheets - Workflow and Resource Manager OR Jobs - Order My Jobs
To organize and manage the workflow in your firm, we recommend you appoint someone to allocate, assign and then order jobs for team members. If you prefer not to delegate this task to the team members, they must have the Jobs - Order My Jobs security role to be able to order their own jobs.
Job ordering is only possible if you are allocating resources to jobs. If you are NOT allocating resources, then the job order lists for team members will be empty. You will not see jobs, even if you have been made Currently Responsible.
The job order you set will display in the user's respective My Ordered Jobs tab on the Jobs page.
Click Jobs > Job Order to access the Job Order area. The Ordered Jobs tab shows a to-do list of jobs that have been allocated to the user, and have been prioritized into their workflow. You can also use the My Ordered Jobs widget on the dashboard widget to view these jobs.
The Unordered Jobs tab - shows jobs that have been allocated to the user, but have not yet been prioritized into their workflow.
- Ordered jobs show as long as they are active, as soon as the status changes to Complete a job is removed from this list.
- Jobs are NOT removed when another user is flagged as Currently Responsible.
- Jobs are NOT removed when the user's Hours Remaining equal zero.
- Jobs are also removed when they are closed.
- Make use of the information in the TOTAL line, to see how much work you have allocated to a user.
- The information is calculated by using the Standard Hours and Budgeted Billable Percentages in the user profile.