Read a job's overview

Open work, what needs attention, crew and progress for one job at a glance.

For administratorsPortal2 min read

The Overview is the first section of each job.

Part	What it tells you
Open work, Overdue, Urgent	How much work is outstanding and how much is late.
Needs attention	The specific items to chase first.
Work by type	Open work split into forms, planner tasks, Log-Its, time reviews and training.
Planner progress	How far along the job's planners are.
Crew	Who's working on the job.
Related items	Planners, forms, documents and courses linked to the job.

Set up this job

A new job shows a short checklist until it's ready:

• Add crew: assign the people working the job. See Add people, groups and cost codes to a job.
• Add a label so the job can be found with similar work. See Labels.
• Add a planner or form to give the crew work. See Assign a planner.
• Break into areas or phases with child jobs. See Create a job.