Manage jobs from the Job Register

The Job Register lets you perform many tasks to manage your jobs. You can perform tasks such as:

  • Load jobs.

  • Edit job details

  • Open and edit a job's properties.

  • Use the columns to group jobs.

  • View and upgrade data versions.

Load a job from the Job Register

You can load (open) a job from the Job Register by:

  • Selecting a job, and then clicking Load from the Actions tab.

  • Righ-clicking on a job's row header, and then selecting Load.

  • Double-clicking the row header of a job.

Open a job’s properties from the Job Register

You can also open the Job Properties form of a job from the Job Register by:

  • Selecting a job, and then clicking Properties from the Actions tab.

  • Right-clicking a job’s row header, and then selecting Properties.

Edit job details

Many fields in the Job Register are editable, so you can make changes to job details directly in the register without needing to open the job and its job properties.

The table below summarizes key columns available in the Job Register and indicates which of them are editable.

Columns Description Editable from Register
Job Properties Cover Sheet related columns Columns such as job status, location, city, state, country, engineer, owner, architect, estimator, contract duration, forecast start and finish dates, and liquidated damages.

Yes, for fields that only exist in Estimate.

No, for fields that come from the associated Platform project.

Quote Management Quote information including Request for Quote (RFQ) contact and minority info. Yes
Job Folder Tags Custom tags defined by your organization for organizing and managing jobs. Yes
Project/Organization The Project ID, Project Name, and Organization level associated with each job. No. The Project ID fields contain links that take you to the project’s details within Platform.
Notes General notes entered for the job. Yes
Project Notes Notes entered in the project's details in Platform. No
Last Saved The date and time the job was last saved. No
Job Created By The name of the user that created the job. No
Source Job The source job or template the job was created from (if it wasn’t created from scratch). No
Upgrade Required The column check box is selected if the job was created in a previous release of Estimate and therefore needs to be upgraded to the latest release. No

You can make changes in the register by clicking in any editable field and editing the content. This includes free-form text fields and validated fields with drop-down lists.

When changes are made, the register’s Close button changes to the Save Modified Jobs and Close button, which you can select to save changes and close the register.

Edit jobs in bulk

The Job Register includes functionality to make edits to the job properties of multiple jobs in bulk.

Edit Job Properties of Multiple Jobs

  1. From the Job Register, select multiple jobs by selecting the row headers of multiple jobs while holding down the CTRL or Shift key.

  2. Right-click the selection, and then select Properties. This opens the Multi-Edit Job Properties form. Items in red can be edited.

  3. Edit fields in Job Properties as needed, and then click Save. The changed properties are updated in the Job Register.

OBS filter tree

You can use the organization tree filter to see where estimates are located in the OBS.

When the Organization Tree Filter is enabled, you can see the jobs that are associated with an organization tree node in the new OBS filter tree. This helps you to quickly locate and organize estimates inside of an organization hierarchy.

If you group by Project ID, and then select a node in the organization, you can see all the projects and their associated estimates belonging to that part of the organization. For example, there are three estimates associated with project 4985362 and one estimate associated with projects 4992404, 5013592 and 5013787. This view shows you the relationship between all the project and estimate associations.

Data Version and Upgrade Required Columns

There are two columns in the Job Register that help you identify a job’s current data version and whether an upgrade is required for the job:

  • Data Version - Identifies the current data version of the job which might be different from the Estimate application version. This column in not part of the standard view and must be added.

  • Upgrade Required - identifies jobs that require an upgrade to match the current database version before they can be used in the application. The jobs that require an upgrade have the check box selected.