Job Data Tab Edit

This section is available for Level 4 users and up. Press the edit button at the bottom of the job data tab view window to open job data tab edit window. In this section, you are available to edit or delete the project.

Special button functions:

• Lock button: If the project is completed or some other issue happened with the project, you can lock the project by pressing the lock button. Once the project is locked, no timesheet can be entered. The lock button also changes to locked button and in red. If you want to unlock the project, you simply press the locked button. This button is only for level 6 and level 7 users.
  
  
• Invoices button: If you click the invoice button, any invoices issued for this project are displayed. To view an invoice, you simply press the button beside the one you wish and the invoice is displayed from your accounting system if it is connected to Pimarc. This button is only for level 6 and level 7 users.
  
  
• Project notes button: You can press the project notes button to add confidential notes for this project. Once your notes are added, the project notes button displays in red. If you allow the cursor to sit on the button, you are presented with a fly out box showing the project notes. You can view a quote that is attached to this project by hitting the calculate button beside the quote field. You can also add a quote or revise the attached quote if the parameters of the project have changed. This button is only for level 6 and level 7 users.
  
  
• Tag to delete button: This button only shows when there is not timesheet associated with. Once you click the tag to delete button, the project is removed to recover section. This button is available for Level 4 users and up.
  
  
• View Client button: You can select the assigned client from the drop down menu and click the "View Client" button to view the client information in Client View Window.
  
  
• Contact Info button: You can select the primary contact from the drop down menu and click the "Contact Info" button to view or edit the contact information.
  
  
• Calendar button: Click the calendar button to select a date for fieldwork due and plan work due. Click the small button beside it to clear the date.

A sample of Pimarc job data tab edit window is shown in below.