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The Production Planner (Timelines)
The Production Planner gives you an overview of selected jobs' key information such as the due date, production status, priority, and schedule timeline.
Any new work should be opened as a job ticket, as it happens. A job ticket can be opened anytime after it is conceived, and certainly before the work begins. It's important to open new jobs as soon as possible, since purchase orders and time can't be tracked without a job number.
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📌 Creatives need Jobr to see what clients want now. Great design is easy. Managing people, projects, expectations, and deadlines is hard. You may have gotten into this business because you're an artist, but as soon as you land your first big gig, you'll find yourself in a much different role: project manager. Jobr makes managing projects fast and easy.
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The Production Planner is your gateway to traffic management in Clients & Profits. This new feature works in conjunction with your Weekly Traffic Report. Unlike the Weekly Traffic Report, which shows a job’s milestone due dates, the Production Planner shows all open jobs, their due dates, production status, and priority.
The Production Planner takes a timeline view of the job status and traffic reports. The window lists open jobs by priority, displays graphically when each job starts and ends. Managers can better plan for new work using the Production Planner timeline, which graphically represents the time a job will be unfinished (e.g., worked on) in the shop. 📍See example: job ALX-001 (website).
✳️ The Production Planner can be used to update the status, priority, due dates, and more for a set of selected jobs. By using the update buttons in the window's toolbar, you can change the jobs' production or billing status, change their priority, postpone the start date or due date, reschedule start dates or due dates, reassign traffic assignments, or close them.
🔹To see & use the Production Planner, choose Production Planner (Timelines).
HERE'S HOW IT WORKS
• Double-clicking on a job will automatically take you to the job ticket window for the selected job.
• You can open a new job directly from the Production Planner (if you have the right permissions)
• Jobs are filtered by job type + production status
• You can find jobs by client, team, profit center, AE, and creative team member
• For each job you’ll see a timeline showing the elapsed time — job start date to job due date
• Clicking on the + sign displays the job’s tasks& their timeline, including the staff assigned to each task
• Your custom status code settings are used to build the open job list on the production planner (see Setup > Users)
• Double-click on a job in the timeline to open the Traffic/Deadlines window and see its full traffic status.
The Production Planner window opens, listing all of the shop's open jobs. Jobs are sorted by priority (i.e., bleeding rush, rush, normal, etc.) then by production status and job number..
✳️ The Production Planner can be used to update the status, priority, due dates, and more for a set of selected jobs. By using the update buttons in the window's toolbar, you can change the jobs' production or billing status, change their priority, postpone the start date or due date, reschedule start dates or due dates, reassign traffic assignments, or close them.
⚠️ Estimate-only tasks keep off traffic reports. A job task can be used for estimating and billing only, scheduling only, or for both functions. Estimate-only tasks don’t appear on job schedules.
Listen to a podcast about how to get the most out of Clients & Profits's most useful project management features (5:06 mins)
When the Clients window is opened, the last-used client is displayed automatically.
1️⃣ Choose My > My Clients.
The Clients window opens, displaying the previously viewed client.
2️⃣ Enter a client number in the Find Number field, then click 🔎
3️⃣ Choose My > My Clients.
The Clients window opens, displaying the previously viewed client.
4️⃣ Enter a client number in the Find Number field, then click 🔎
5️⃣ Choose My > My Clients.
The Clients window opens, displaying the previously viewed client.
6️⃣ Click Save.
You can find clients by organization name, cost center, or by sequence (i.e., the order in which clients were added). Click the previous and next buttons to browse clients sequentially. You can alternately view a client by choosing it from the Show drop-down menu.
Click here for step-by-step instructions.
📎 This is a really good suggestion. When an approver approves a request (or approves it with changes, or rejects it entirely) you’ll get a confirmation emails. In addition, you’ll see its status change in the Reviews & Approval table.
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Clients & Profits automatically tracks the various revisions to a job’s estimate. The job starts with an original estimate, which can be changed many times before it is presented to the client. But once the client sees the estimate, any changes requested by the client should be reflected in “revised” estimate.
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TIPS
📌 Financial statements can be printed for previous periods -- even if the period is locked -- by choosing the period from the drop-down menu.
For job costs & expenses: You’ll enter each vendor cost and out-of-pocket expense that you expect to use to do the work. Each one gets description, a cost amount, and an optional markup. The total cost is the sum of all of these entries, before the markup. The total gross expenses includes the net plus the markup.
📌 If your audit trails and journals don’t equal the financial statements, posting may have crashed during the month. Use the verify G/L account balances utility to recover the correct totals.
FAQs
💬 Can I delete a task from the Add/Edit window? No. To delete a task, close this windowFrom the Task Table window, click on a task then click the Delete toolbar button. A task can be deleted from the Task Table as long as it isn’t used on any job.
💬 Can I change the staff member's initials? Yes, the Re-number utility will change all of a staff member's time entries, job tasks, etc. automatically. If the staff member also has a vendor account (which is used for expense report reimbursements) it will be renumbered as well.
SEE ALSO
Estimating FAQ
Estimate Options
Estimate Worksheet
Customizing Estimates FAQ
Printing Estimates
Emailing Estimates
EXPLAINERS
Media Vendors
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