_bm0 Job Assignments to Corporate Experts

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Job assignments (or "JAs") are printable requests to begin working with assigned job. JAs are created by project managers to corporate experts, and contain a number of corporate jobs and optionally — some instructions. Also, a folder can be automatically created for each JA, allowing project managers to copy working files for the specific expert to access.

Job assignments can be created from the following locations:

Edit Corporate Job window — Create JA button.

JAs tab of Project window — New button.

 

New JA window

Date Assigned — job assignment date can be edited no matter when the JA has actually been created.

Codeunique code of job assignment is created automatically along with the job itself. The first character "JA" indicates that this is a job assignment code, letters afterwards represent the assigned expert's code. The number is the value of corporate job assignment counter for the assigned expert. Each expert has independent code counter for this code.

Approved — once a job assignment has been approved by project manager, its corporate jobs become locked and cannot be edited unless this check box is cleared.

Expert Jobs — list of corporate jobs added to the JA.

JA folders — folder of job assignment can be created only after the JA has been added to database. Click Apply button to enable JA folders options.

You can save job assignment in a printable file or print it with the help of RTF templates. To make this option available click Apply button first to save new entry in database.

Templates for printing job assignments can be edited with the help of menu Settings > Current User. Click Templates section to quickly access all template folders. Templates for printing client jobs are saved in \...\Projetex 7.0\Projetex Workstation\Templates\EXPERTS\CORPORATE\JAs folder.

 

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See also:

Creating corporate jobs

Selecting Experts

Job Assignments of Project